Report in HTML
Hi,
i have a sheet with all manufecturing data including PO, drawings, documents etc.
i want to generate a report for a few columns and give it to my client so they could track online what the status for there purchasing.
i do not want to share with them the attachments file or comments - only view without smartsheet user
Answers
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Hi @Netanel yosef
Hope you are fine, you can create your report with the column you want your client to see and publish it as read-only
then send the link for your report to your client.
bassam.khalil2009@gmail.com
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thank you for answering
but in this cas the report show the attachments and the comments... i do not want to expose them to this data.
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Hi @Netanel yosef
you can Hide the attachment & Comment on your original report, and the link is read-only so the client will not see it, the following is a screenshot of my report after i hide those columns
and you can check the link to my report
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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its an option.
but still i can to read the comments
also, since i have a sensitive data i afraid to expose with this option
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Hi @Netanel yosef
Sorry, i didn't see where you can read the comments, could you please send a screenshot.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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i sent screenshot last message... this is conversation per row
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To add to Bassam's excellent advice/answer.
The Read Only - HTML version is the only one that would work because it doesn't include the attachments or comments.
Another solution that would be perfect for this use-case is the premium add-on, Dynamic View.
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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Thanks, @Andrée Starå
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
-
Happy to help!
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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