Sheet sharing with filter
Hi I have created a smartsheet where I have multiple collaborators, and I want to let them see only information that I've sorted out by Department in one Filter.
So I want sales, to see only sales and marketing only marketing. When I try to do so under share and the icon by permission level - it gives a different symbol like a sheet instead of the option for the filter ( the filter is already setup). See my Sheet Sharing Picture 1. and I want to be able to see in my Sheet as the example on Picture 2.
Picture 1
Picture 2
Answers
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I would suggest either creating separate reports for each department or looking into the premium add-on Dynamic View.
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I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- Premium add-on, Dynamic View
- Dynamic View Light
I recently developed a (what I call), Dynamic View Light. It's quite advanced, but in short, it's using cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.
- WorkApps (depends on your Smartsheet Plan, available from Enterprise and above)
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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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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