Permissions and Reports

Kaylynn

I have a primary sheet that I use as a master record sheet. I don't want to give everyone permission to view all the details on the master record sheet so I created a report with just specific columns. Although the report looks great on my end, when I go to share it with folks, the column headings are there but the report is empty. I think this is because I am not sharing the master record sheet with them? Is there a way around this?

Paul Newcome

If the users do not need to edit the report, you can publish it and send them that link instead of a direct link to the report.

Kaylynn

Hi Paul! They need to be able to edit the "specific" columns that reads back into the Master sheet. Any suggestions?

Paul Newcome

Unfortunately they would need to have at least Viewer permissions on the source sheet(s). Another option would be the premium add-on called "Dynamic View".

Can they see all rows just not certain columns, or are you also trying to limit the rows that are viewed by each person?

Kaylynn

I'm trying to limit to them seeing only certain columns.

Paul Newcome

The only thing I can think of outside of Dynamic View then would be to hide the columns.

Being able to limit view-able columns while maintaining edit-ability would be nice though. You may want to consider Submitting a Product Enhancement Request. I am thinking maybe a different permission level that does not allow editing the format/layout of the sheet itself but still edit unlocked cells.

Kaylynn

Paul, do you have any idea what the cost for the Dynamic View would run?

Paul Newcome

Honestly not a clue. I don't have it. That is something you're going to have to reach out to a sales rep for.

Kaylynn

Paul, You've been very helpful!

I posted another question on here regarding outlook Smartsheet add-in but it hasn't been answered. Do you have much experience with it?

Our issue is that when we add-in information directly from outlook to Smartsheet using that add-in, some of the "column" fields are grey'd out and doesn't allow us to input data. What setting do I have that is preventing us to input? These are drop down columns. I have some columns that drop down fine and then two that are grey'd out. Because of this, we are then required to access the Smartsheet to complete out entries.

Paul Newcome

I honestly have no experience with the add-in. I have only played with syncing a calendar to my outlook calendar, but that was only a one-time thing.

If you want to provide a link to your other post though, I would be more than happy to take a look and see if I can find some additional info for you.