sending a row to a non collaborator
Hi,
I would like to set up an automated protocol where it sends certain fields of a row automatically but without the recipient able to see the other content of the sheet.
With an alert based on triggers it will also send a link to the sheet.
when using a message it does not send the info of the fieldsas they can not be selected...
so any ideas ??
Thanks
Fons
fons.dehaan@craneww.com
Answers
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I'd recommend using the placeholder feature.
More info:
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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thank you Andree,
I think it will still allow the recipient of the mail get access of all the other infrmation of the sheet ... that is what I would lik not to happen ...
The recipient should only see the info from the cells that i selected and not the other information.
I think that when I send this to a 'non collaborator' - outside our company- that they will have the posisblity to click on the sheet and get the info of the whole sheet, which should not be seen by him...
do you understand my problem ?
thanks
Fons
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No, it won't give them access. You don't need to share the sheet with them to send alerts and similar, so it should work just fine for your need, it seems.
Ok?
✅Remember! 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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ok, will need to test with a non collaborator then ( not involved ) to see what he is able to see when he receives the alert..
thanks for your help, I will let you know if it has been succesfull.
regards from Belgium
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Excellent!
You're more than welcome!
This might help!
✅Remember! 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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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