Is it possible to have a report that is editable by people who dont have access to the source sheet?

08/19/20
Answered - Pending Review

Within the company I work for we have a source sheet with all our projects in.

We need to be able to enable external (sub contractors) people to sign a report which auto fills information into the source sheet. (check boxes) This is so we have an audit history of them accepting projects. However, we not not want them to be able to see the source sheet with the full set of projects that don't apply to them.

Is this something that is possible, if its not is there an alternative?

Thanks,

Liam

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Liam Burnett

    Is there other information in the Report compared to the Source Sheet?

    Can you describe your process in more detail and 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, [email protected])

    I hope that helps!

    Be safe and have a fantastic day!

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Hi,


    There is only data coming from the source sheet.


    The source sheet shows our whole order book for all of our projects and has a lot of sensitive information. Within the sheet there is a column that we need people to tick. For internal staff this is not a problem as they are allowed access to the sheet. However, external staff are not allowed access this as there is too much information they are not allowed to see, but we need them to tick the box so that we have an audit history of them accepting projects.

    If this is not the best way of doing this please could you advise otherwise.


    I hope this explains it a bit more :)

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Liam Burnett

    Ok.

    I'd recommend either using the Update Request feature or linking the information to another sheet with the help of cross-sheet formulas, and then they can either check the box in the second sheet or in a report showing the info from that sheet.

    Make sense?

    Would that work/help?

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée,

    I would like to share a report would out sharing the source file. Any other solution rather than manufacturing a new file with cross-sheet formulas?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @Mario Fabián MÉNDEZ

    You can Publish a read only report.

    Would that work?

    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!

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I would like to show just part of the information, if a post it as a read only report, I can't achive my goal.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @Mario Fabián MÉNDEZ

    Not sure I follow!

    Can you describe your process in more detail and 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, [email protected])

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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