Sharing

Debbie Petersen
edited 01/25/22 in Smartsheet Basics

It seems like there is no way to share information and ensure the user sees ONLY what you permit. We have a workspace shared to 2 ppl, Owner and Admin, We have sheets that we did not share in the workspace. We locked columns and hid everything on the sheet and then created reports from the sheet. Viewer access was granted on the sheet. The reports showed what we wanted. On the source sheet we hid ALL columns excited for one.

We knew viewers cannot unlock or hide, but the VIEW DETAIL function on the sheet let's them see everything anyways. What's the point in hiding and locking if they have that option?

Is there a solution I am missing? Thank you!

Best Answer

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Debbie Petersen

    Do you have access to WorkApps or Dynamic View?

    Those two Premium apps would be fantastic for your need.

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Answer ✓

    Hi @Debbie Petersen

    Do you have access to WorkApps or Dynamic View?

    Those two Premium apps would be fantastic for your need.

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Good morning Andre - I knew Dynamic View was my BEST option but not able to procure in time. I do have Work Apps. How does that solve my confidentiality issue?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Debbie Petersen

    In WorkApps, you can share a report, for example, with the Current User set, and they don't need to have access to the underlying sheet(s).

    It's a separate permission system from the main Smartsheet.

    Make sense?

    Would that work?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Meaning I create a report of the entire sheet and setting filter on that report with "Current User" they will only see their data?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @Debbie Petersen

    Yes, exactly.

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Great! Thanks so much Andre!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 02/01/22

    @Debbie Petersen

    Happy to help!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.