Update a line via form without rights to view the sheet

Update a line via form without rights to view the sheet

edited 12/09/19 in Using Smartsheet

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

Comments

  • Andrée StaråAndrée 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

    work-bold

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • edited 10/07/19

    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 StaråAndrée 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?

    Pesonal Settings_0.png

    Automation Permissions_0.png

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Hi Andrée,



    thanks for your great help.

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

    best wishes, Joachim

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    I'm always happy to help!

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

    Best,

    Andrée

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭

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

    Would that work/help?

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • 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 StaråAndrée Starå ✭✭✭✭✭

    Excellent!

    Happy to help!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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