Locking Sort?

shellyj

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!

Debbie 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

shellyj

Great idea - I'll give that a try! 

Andrée 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

shellyj

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

 

Thanks again!

Andrée Starå

What do you need help with?

Best,

Andrée

shellyj

Creating a report that calls data from the project worksheet. 

Andrée Starå

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

Let me know if I can help with anything!

Best,

Andrée

shellyj

Thanks so much! You all are so helpful! 

Andrée Starå

Happy to help!

Best,

Andrée

Dennis Wierzbicki

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.

Emerus CCC

https://community.smartsheet.com/discussion/comment/257547#Comment_257547

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

Mark 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!