how to show only content in a multiple user sheet that was entered by the requester?
Lets say...
Tom, Alex, Paul are in the field, submitting content for columns A, B and C to me through a FORM. This content goes straight into my master SHEET which also has column D, E and F with confidential information.
Tom needs to make a change to his content after submitting the form.
How can he re-visit his content?
- He should not be able to see what Alex and Paul submitted (therefore: view content which was submitted by the user who is logged in only; view only if creator (I set up the form so that it will add the "creator" info to the sheet automatically already) matches with current user). Please note that users could always change, meaning maybe tomorrow it´s no longer Paul submitting content, but Peter.
- he should not be able to see the content of columns C, D and E (to be hidden)
- he needs to be able to edit his content in column A, B and C.
I was able to cover the last 2 bullet points with dynamic view, but don´t know how to resolve the first one.
Do-able? Who is up for this challenge?
Thanks!
Best Answer
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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.
Answers
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Hi @Sven Krohn
I think you could use a similar method as in your other question.
- WorkApps or Dynamic View.
Would that work/help?
I hope that helps!
Have a fantastic week & Happy Holidays!
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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but how would I define this criteria?
- He should not be able to see what Alex and Paul submitted (therefore: view content which was submitted by the user who is logged in only; view only if creator (I set up the form so that it will add the "creator" info to the sheet automatically already) matches with current user). Please note that users could always change, meaning maybe tomorrow it´s no longer Paul submitting content, but Peter.
-
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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Hi Andrée,
where would I apply the "current user" feature?
Thanks!
Sven
-
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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it does! Thanks! I appreciate it!!
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Excellent!
You're more than welcome!
✅Remember! 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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