Creating a sub-set view of a master sheet for external stakeholders to view and edit

Salil Rao

Hello! New to smartsheets, so apologies if this is a novice question.

I have a master sheet which I am collaborating with my team on, and I want to be able to share with an external stakeholder an editable version with only select rows (based on a filter) and select columns visible but editable to provide updates. The report feature works almost perfect for this use case but I don't believe I can share with someone who does not have access to the source sheet (which I do not want to provide). I could publish the report but that does not give the external user write access. I've also considered using forms/automation, but I'm not sure how I can show many rows at once (otherwise it would be overwhelming for how many rows are involved). Lastly, I've considered linking to a separate sheet but new rows will be added and removed somewhat frequently that it will be a hassle stay on top of.

Any other ideas on how to do this?

Andrée Starå

Hi @Salil Rao

I hope you're well and safe!

I'd recommend either using Dynamic View or WorkApps.

A solution that would be perfect for this use case is the premium add-on, Dynamic View.

More info: 

https://www.smartsheet.com/product/dynamic-view

Another solution that could work (depending on your license) for this use case is the premium add-on, WorkApps.

https://www.smartsheet.com/platform/workapps

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Salil Rao

Hi Andree,

Thank you for the quick response. Yes from what I read in other suggestions it sounds like Dynamic View is what I need. I'm looking how to get this from my IT team.

Andrée Starå

@Salil Rao

What Smartsheet plan do you have?