Using reports (or other methods) to update sheet - security question


Hi there,

I'm fairly new to Upwork. I have worked through a lot of the training material, but I haven't yet covered it all, and I also lack experience.

I have a Sheet with a large amount of client data on it, some of this info is sensitive.

I want to ask several staff members to make contact with each client, then update a few specific columns on the sheet.

If I use forms, then as far as I know, a unique form needs to be completed to update each row, which is very admin intensive, and not practical. Staff need to be able to update in grid view.

If I create a report, with only the columns that they need to see, then it works great, but they are unable to view and edit unless I share the main sheet with them, and make them editors on the main sheet. This gives them access to everything. Is there a better way?

Any advice is appreciated.

Thank you


  • Stefan
    Stefan ✭✭✭✭✭✭


    depending on repeating steps and budget you can use:

    1) Dynamic View (premium add on for Smartsheet)

    2) Automated update requests

    Do you know, that you can configure update requests to run periodically and to which cell from a row should appear in the update form? And you can also group rows into one update request.

    Hope this helps


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