Update a line via form without rights to view the sheet

Joachim Mund

Hi,

I have a list of adresses and would like to send an update request but without giving this person the rights to view the whole sheet.

 

Any ideas how to make this?

Thanks, Joachim

Andrée Starå

Hi Joachim,

If you send update requests they only get access to what you decide to be available in the request.

Would that work?

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Joachim Mund

Hi Andrée,

thanks for your kind reply to my question.

Unfortunately I have to give them access to the sheet minimum as a reader.

Without the access right they do not get the update request mail.

This means, that the form does what you describes, but they can open and read the whole sheet if they click the link they got in the footer of the update request mail.

Best wishes, Joachim

Andrée Starå

Happy to help!

It should work and if they aren't shared with the sheet they won't be able to access it.

Can you check the settings in my attached screenshots? Are your's set up the same?

More info:https://help.smartsheet.com/learning-track/smartsheet-intermediate/update-requests

Did it work?

Joachim Mund

Hi Andrée,



thanks for your great help.

Unfortunately "unrestricted" is disabled by system admin :-(

best wishes, Joachim

Andrée Starå

I'm always happy to help!

I'll get back to you if I think of a workaround of some kind.

Best,

Andrée

Andrée Starå

As a possible workaround, you could send out manual update requests.

Would that work/help?

Joachim Mund

Fine, this helps me for individual updates.

What I dis was an extra flag column and a worflow to send an update request to a certain email in another column if the flag is set.

This gave me the possibility to check the flags some lines and send all of them update requests if I save this sheet.

Because I have only a fes wlines your workaround is perfect and enough for me, because it sends update requests without the need to give them access to the sheet.

Thanks!

Andrée Starå

Excellent!

Happy to help!