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

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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

Answers

  • Stefan
    Stefan ✭✭✭✭✭✭
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    Hi,

    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

    Stefan

    Smartsheet Consulting, Solution Building, Training and Support.

    Projects for Processes and for People.