Using the new conversation feature

tylermh
tylermh ✭✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

Please tell me there's a way to have contractors (need access to a published sheet outside of our organization) have the ability to use the conversation feature, but with no other edit rights.

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Tyler,

    Do they need to only view or reply/add comments as well?

    More info: https://help.smartsheet.com/learning-track/get-started/conversations

    Hope that helps!

    Have a fantastic day!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

    work-bold

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • tylermh
    tylermh ✭✭✭✭✭✭

    They need to reply/add comments as well, but with no other edit permissions.

  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭

    I believe you can achieve this by using the Update Request automation workflow.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    That's a tricky one!

    I don't think it's possible! We could maybe use an Update Request workflow as Debbie also suggested below, but then you would have to lock all other columns except for the one triggering the Update Request.

    I'll get back to the post if I come to think about a solution.


     

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Debbie Sawyer
    Debbie Sawyer ✭✭✭✭✭

    Andree, you are right in that some of the columns would need to be locked but only the ones that you think the end user would need in the update request that you don't want them to be able to edit; just leave the columns that you do want them to edit as unlocked and this will be fine.

    Locking the columns will effect anyone shared as Editor - but if the only other people using the sheet are licensed users then you can share to them with Admin and they can then update the locked columns while they are still locked.

    This approach really depends on how many collaborators you have and how many need editor rights to all columns or just editing rights to one or two.

    Good luck!