Update multiple records or copy/ paste records in Smartsheet Dynamic View
Hello,
I am not sure if someone has raised this question before! But we currently use SS to track the projects at the company and also we've created some SS dynamic views for our partners for them to submit their updates to certain columns in the respective sheets! But they are finding it challenging to edit and manipulate multiple records at the same time since they have to use the form to update record by record. They are asking for same flexibility in the source sheet (i.e. copy/ paste). Also let me know if there is a solution for this rather than using the reports since they need access permission to the sources sheets.
Thanks
Answers
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Hi @Afnan
I hope you're well and safe!
Have you explored using WorkApps instead?
Is that an option?
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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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 for your feedback. I had a look into the Worksapps but I think it won't serve this request specifically. I am only looking for a mass update kind of functionality that allow to update multiple rows or fields within rows in the dynamic view . I hope this make sense.
Thanks
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Hi,
I have the same use case as Afnan. It's key to be able to 'Mass Update' rows only assigned to that that user.
It seems like this would be a common ask from your Smartsheet customers.
Is this coming soon in the Smartsheet roadmap?
thanks!
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Hi @RB_Desk
I hope you're well and safe!
Great idea! That would be a great addition to Smartsheet features.
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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. 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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