Permissions to only view certain rows in a large task list

Permissions to only view certain rows in a large task list

We have an extensive "Mastersheet" for each of our projects that contains a lot of information. We also have outside partners that we want to give permission to view only SOME of the rows in the Mastersheet. Is there a way to do this without creating a report? The report becomes confusing because it doesn't indent to show parent/child status.

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Answers

  • Dynamic view is probably the best solution as mentioned above.

    If you format your parent/child rows you can have a report that does show the relationship clearly.

  • Do you mean format the font and background color?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Michelle Lamothe

    To add to Ross and Dan's excellent advice.

    I agree that if you can use the Premium add-on, Dynamic View it would probably be the best solution.


    Another method is to include the hierarchy in the rows to show together in a report or include the parent rows.


    A workaround I developed recently for a client that Dynamic View wasn't an option for. Was to show the information needed in another sheet without them having access to anything else. With this method, we can keep the hierarchy if there is a pattern and if it's always the same. If it's not, it would need to be updated manually.

    Make sense?


    Would any of those options work/help?

    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!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Yes, I started out by creating links from the Mastersheet to a new sheet so that any changes to those lines would follow through. The only problem is that it's then up to me to remember that any additional lines in the Mastersheet would need to be added to the other sheet if they are to be shown.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Michelle Lamothe

    I usually use VLOOKUP or a combination of INDEX/MATCH.

    The later option it needs to be more secure.

    Make sense?

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Andrée StaråAndrée Starå ✭✭✭✭✭
    edited 06/29/20

    @Michelle Lamothe

    Excellent!

    You're more than welcome!

    Remember! 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!

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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