Sharing Sheet with Filter only

Charlotte Burrell

Enhancement Request:  Our company needs the ability to share a sheet with two or more providers and due to confidentiality we need that information to be filtered and locked in the filter so they are unable to see the general sheet.  But we still need for the provider to be able to make changes to the sheet with their filtered information on it.

 

So Sheet Sharing that allows you to share parts of the sheet through a locked filter for certain individuals is what we need. 

 

Anyone else?

Carolyn Cotton

I concur

Robert Casper

We've asked for this in other areas, too.  Hope this makes the development queue.

Hugh McKinney

Commented on this subject last week Charlotte. 

Charlotte Burrell

Just found out that there is a new way to ask for Enhancements via a Smartsheet web form.

 

https://community.smartsheet.com/announcement/new-way-submit-your-feature-requests

 

https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409

Brad Jones

Still, I'll give it a +1 here.

 

Really, it comes down to being able to show and share more selectively.  And more safely.

Bolie Williams IV

This would be a great feature and is exactly what I'm trying to do as well.

vernsan18106

I would have to agree that being able to select filters and to select who to share to would be very useful. I found myself today that this is an issue I'm struggling to get across. 

Tracey Siepser

Please add my vote to this feature as well! 

alex.2131

This would be very helpful

smith telecom services

I just started using SS last week. I love it. However, I just ran into this issue. I have a SS for projects that I manage that has multiple vendors. I want to send each vendor their projects without seeing the other vendors projects. Something that they can edit. 

I'm thinking to myself, how can this NOT be a feature. 

Can I create a sheet for each vendor and then be able to link those sheets to a "master" sheet ? 

Thanks,

Smith

J. Craig Williams

Yes.

Limits on cell-linking is 5000 inbound links. Depending on the number of vendors you have (and thus sheets), this may not be a solution for you.

In addition, if you add/modify the vendors often, there will be added administrative burden to account for.

Craig

Charlotte Burrell

Craig,

Please explain more.  I'd like to know how to go about doing this.

Thanks,

Charlotte

J. Craig Williams

It is difficult to give a definitive answer without all the requirements/facts.

This article on cell-linking is a good place to start.

https://help.smartsheet.com/articles/861579-cell-linking

Whether you have one project with multiple vendors or multiple projects with multiple vendors, I'd try to start with one Sheet per project. You'll want to set it up (likely with Dependencies) first. Once you get into cell-linking, some of the Project Settings get in the way (which columns can be the destination). 

For each vendor, create a copy of the Sheet (without data) and then cell-link FROM the Project Sheet to Vendor Sheet the cells that are 'controlled' from the Project Sheet (like dates) and TO the Project Sheet from the Vendor Sheet the cells that are 'controlled' from the Vendor Sheet (like Status, Issues, etc...)

Repeat for each vendor, ending up with one Sheet for each project + one Sheet for each vendor. 

If you have multiple projects with the same vendor, you could either use the same vendor sheet OR make a new one for each project (it would depend on your requirements)

In some cases, I would turn off Dependencies after initial creation of the master schedule, but that depends on things too -- like how often the schedule is expected to change, risk levels, that sort of thing.

I hope that helps.

Craig

kefir

I would love to assign a default filter to a sheet. Otherwise too much data may shared unnecessarily. Publishing to be more useful also needs to respect/apply that default view.