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Comments
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Hahaha. Maybe I can play it off by just saying we don't have to send out fresh published links every 30 days anymore and not tell them why the change. Hahahahaha.
No. Most of my coworkers are pretty easy going. I'll get a little bit of ribbing for sure, but nothing major.
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Haha!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Haha! Good luck!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Can the people that have access to the report (in the process initially described) make edits to it? If not, is there a way to share a report (without sharing the underlying sheet) that the users have permissions to edit the report?
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No, they will not be able to make edits to the report. The only way to share an editable report with your clients is to share them on the original sheet as editors.
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If they need to edit, I'd recommend looking at the premium add-on called Dynamic View, because, with it, you can choose what who will see when.
https://www.smartsheet.com/product/dynamic-view
Would that work?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Not ideal. Are there any other options?
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Do they need to edit everything on each row or just a few cells?
How many rows? Are rows added frequently?
Can you describe your process in more detail?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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How much editing needs to be done? Are there consistent triggers?
Maybe sending update requests would work. You can limit what they see to the specific row that needs updated and only include specific columns, and they don't necessarily have to be shared to the sheet to submit a response to an Update Request.
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Looks like you beat me to it. Haha.
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Haha!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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They only need to be able to change one column on the report - % complete. I want to avoid sharing the underlying sheet with them.
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I would suggest looking into update requests. You can limit what can be edited and what can be seen, and you don't have to share someone to a sheet for them to be able to respond to an update request.
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Would it generate a separate request for each item? There are quite a few items on the report so I don't want to overcomplicate it - just want them to update it if/when they have made progress on an item.
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Alternatively, can I hide certain rows on the underlying sheet if I do share it out?
