View of a Sheet Limited to Current User
Hello,
Is there a way to share a sheet so that the user can only see rows that they are assigned to? I know that a report can be set up this way but not sure about a sheet.
Thanks,
Lisakay
Answers
-
This is totally doable when you have a shared filter. But do be aware that users can turn off the filter to see everything on the sheet.
- Start by creating a new shared filter - Make sure you select the Share Filter box
- Set the filter to be filtered by your contact column.
- Make sure your contact column selected value is current user.
- Save your filter
- Then Click on the Share button in the top-right corner of the sheet.
- Scroll down below your collaborators and sheet link and select the Edit Button next to Default View.
- Select your new filter name in the Filter Drop-down. (if your filter doesn't appear it is because you failed to choose the Shared filter option when creating the filter.
- Click Save.
- Share your sheet and close the sharing settings.
Users who open your sheet moving forward will see the filter turned on.
-
Hi @LisakayS
To add to Mike's excellent advice/answer.
A solution that would be perfect for this use-case is the premium add-on, Dynamic View.
Is that an option?
More info:
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 EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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