Locking Sort?

edited 12/09/19 in Using Smartsheet
04/18/19 Edited 12/09/19

Hi Folks, 

 

I have a project sheet shared amongst my team where various "editors" are constantly updating statuses, priorities, etc. I have a sort set to first show project status, then priority, but am finding that all of my "editors" can update the sort at any point. It's throwing all the data out of wack. Anything I can do as the "admin" to restrict the ability to sort without restricting the ability to edit data in the columns?

 

Thanks!

Comments

  • Debbie SawyerDebbie Sawyer ✭✭✭✭

    Have you tried to give them editing rights on a Report which calls all data from the Project sheet?

    If they update the Report instead of the Sheet, then they wouldn't have sorting permissions, or if they did it shouldn't effect the underlying sheet.

    (Just written this response without testing - but pretty sure it would work!)

    Kind regards

    Debbie

  • Great idea - I'll give that a try! 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi Shelly,

    Debbie is correct, and the sorting in the report won't affect the sheet but beware that they still can use the sheet and mess it up again.

    Hope that helps!

    Have a fantastic weekend!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Happen to have or can share instructions on how to do so? 

     

    Thanks again!

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    What do you need help with?

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Creating a report that calls data from the project worksheet. 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Look here: https://help.smartsheet.com/articles/522214-creating-reports

    Let me know if I can help with anything!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Thanks so much! You all are so helpful! 

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • edited 07/23/20

    I had a MAJOR issue today with a new user going in and sorting a sheet. He had been given Editor privileges by somebody else. All other users are Viewer.

    Anyway, there HAS to be a way to stop users from doing a sort. This messed up over 4,000 lines of formulas I had to go in and fix...TWICE. I fixed it once, then he went in and did it again.

    I know about using a report, but I believe that only paid licensees can change data and sort criteria in a report, or is that not correct?

    In any event, disabling a user's ability to sort MUST be possible, especially when the results can be catastrophic.

  • Yes! Thank you! I want to lock the sorting function as well!

  • Mark DockenMark Docken ✭✭✭✭✭

    I was able to accomplish locking the sort for Editors by Locking the First Row. Test before you rely on it for your huge mission critical sheets but this worked for me!

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