Restriction on Data View

anilkrag1984

Hello Team

I have requirement wherein I want to restrict my Sales rep to view each others data, I did checked the solution posted by Mr Mike on 2018. But that still doesn't solve the problem as the users can still see the each others data after removing the filter.

But that solution was provided 2 years back do we have any workaround for this?

Thanks

Anil Raghav

Andrée Starå

Hi @anilkrag77641

There are multiple possible solutions.

One could be to either link or separate the data to individual sheets.

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, andree@getdone.se)

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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anilkrag1984

Hello Andree

I have just shared the Smartsheet with you

anilkrag1984

Hi Can anyone Suggest please.

Andrée Starå

@anilkrag77641

I'd recommend creating one sheet for each sales rep and by using cross-sheet formulas, collect the data from the main sheet to the individual sheets, or you could (if you have access) use the new WorkApps feature.

What do you think?

Which option do you prefer?