Alerting Somone So they can only see a certain row in a sheet
Good afternoon
We want to start using Smartsheet to issue purchase orders and keep a PO Log but we want the people in our "Contact" column to only be able to see the row that pertains to them. Is there a way to do this?
Thank you
Best Answer
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ahhhhhhhh perfect! Thank you
Answers
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Perhaps this will answer your question? https://help.smartsheet.com/articles/522214-creating-reports
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Hi, so, we issue a PO and in our contacts column we put our Admin (works for our company) that will issue the PO and the person that the PO gets sent to by our admin. So they both get an alert via email but we only want sandy to have acess to the sheet and not the person getting the PO
Does that make sense?
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If the other person is not shared to the sheet, they should not be able to view it even through links in an email. If they click on the link, it should take them to a screen that lets them know they don't have access.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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ahhhhhhhh perfect! Thank you
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HI Paul, so it worked but they get a button that asks them is they want the sheet owner to grant access and when they click that we get an email asking us to grant them access. Is there a way to not have them have the option of asking for access?
Thanks
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Unfortunately you cannot remove that option. You should be able to include a custom message though letting them know something along the lines of
"This is just a notification. No further action is required."
Or something like that.
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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Thank you
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Hi,
A solution that would be perfect is the premium add-on, Dynamic View. Is that an option?
Would that work?
I hope that helps!
Have a fantastic day!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Please help the Community by marking the post that helped answer your question or solve your problem with the accepted answer. It will make it easier for others to find a solution or help to answer!
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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Happy to help! 👍️
Come see me in Seattle at ENGAGE 2024! I will be at the 10xViz partner booth throughout as well as the "Lets Talk About Community" Meet & Eat table on Tuesday from 11:45am - 12:45pm!
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