Report Current User

Stephane

Hi,

I have a Project sheet containing (amongst others) a Name and an Email column.

The Name column is defined as a dropdown - single select, the Email column as a Contactlist.

The Email column uses a formula to look up the email value in a sheet called "User Management".

This User Management sheet contains the columns User Name (=primary) and Email (=text/number).

I have made a (row) report in which the "Who?" section has "Email has Current User".

If I open the report, I can see the rows that are assigned to me.

If my colleague opens the report, he can't see any rows assigned to him.

Why doesn't it work for my colleague?

Kind regards

Stéphane 

Mike Wilday

I can see the issue. You need to make sure your User Management sheet for the email is also a contact column. Smartsheet isn't able to convert the text/number data into the contact column data. Does that make sense?

Andrée Starå

Hi Stéphane,

Is your colleague shared with the Project sheet?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

Stephane

Hi Andrée

He (and I) is an adminstrator for both sheets.

Kr,

Stéphane

Mike Wilday

I would make sure the report uses both the name and the email set to current user. I have had situations and circumstances in calculating totals on user sometimes calculated using the name and sometimes the email if both systems are reviewing that - that might do the trick.

Stephane

I followed your suggestion. I defined the Name column as a Contactlist and added the "Name has Curent User" to the report. So my report states "Name has Current" User or "Email has Current User".

The result is the same as above. I can see the rows assigned to me but my colleague still can't see any rows assigned to him.

So, what is wrong here?

kr,

Stéphane

Andrée Starå

@Stephane

Strange!

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Stephane

Hi Andrée

Hereby some screenshots. I hope this will help.

Please let me know if you require additional information.

SMRT Community shared info.pdf

Kr

Stéphane

Mike Wilday

I can see the issue. You need to make sure your User Management sheet for the email is also a contact column. Smartsheet isn't able to convert the text/number data into the contact column data. Does that make sense?

Stephane

Hi Mike,

Brillant! It works.

Thanks for your support.

kr,

Stephane

Mike Wilday

Hey, glad we could put our heads together and come up with a solution. The true power of community! :)

Andrée Starå

@Stephane

Excellent!

Glad you got it working!