Verifying a submission done via personalized form

Darcy Lang

I have a data sheet that is populated by individual forms for the purposes of reporting hours worked towards specific projects., I need to create a report, or ?, that the individual users can run to see what they entered for verification purposes but we do not want the individuals to see all of the entries submitted by other users.

The screen shot is the data we have captured from the individualized forms, each user wants to be able to review what they submitted but we do not want individual users to see other user submissions

Andrée Starå

@Darcy Lang

Happy to help!

There are two options that I can think of at the moment.

1. Publish a view only report for each user
2. Dynamic View (see below)

A solution that would be perfect for this use-case is the premium add-on, Dynamic View.

Is that an option?

More info: 

https://www.smartsheet.com/product/dynamic-view

Ameya Athalye

You can start a report and select 'current user' in the 'who' section of the report builder. Then they'll only see their entries.

Andrée Starå

Hi @Darcy Lang

Is it ok that the users have a possibility to see each others entries?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Darcy Lang

Good Morning Andree,

Thank you for the information but there are two issues. We do not want users to see any entries but their own. I did create the report and tested it which brought to light the second issue which is all the employees that submit hours via their form do not have SS Licenses so the person who tested for me could not run the report that I created.

Thank you for the help and have a great day!

Stay safe,

Darcy Lang

Executive Admin

Andrée Starå

@Darcy Lang

Happy to help!

There are two options that I can think of at the moment.

1. Publish a view only report for each user
2. Dynamic View (see below)

A solution that would be perfect for this use-case is the premium add-on, Dynamic View.

Is that an option?

More info: 

https://www.smartsheet.com/product/dynamic-view