Permissions and Reports
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?
Answers
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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.
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Hi Paul! They need to be able to edit the "specific" columns that reads back into the Master sheet. Any suggestions?
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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?
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I'm trying to limit to them seeing only certain columns.
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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.
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Paul, do you have any idea what the cost for the Dynamic View would run?
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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.
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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.
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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.
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