How do I share a report without having to share the sheet it's drawn from?
Probably a stupid question, but Im really stuck here as I want people to update a sheet without allowing them access to all the info contained therein.🤔
Best Answer
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Then you have three options. Edit. Four options.
- Premium App, Dynamic View
- Premium App, WorkApps
- I recently developed a (what I call), Dynamic View Light. It's pretty 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. I recently combined this with a structure for a client where they could add data that populate the main sheet, but it's not possible to edit the data.
- As Amber suggested, Update Requests.
Would any of those options work/help?
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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Would an Update Request work? You could customize the text using double brackets and provide whichever fields they need and leave out any that are private.
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
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Hi @Venn Cannon
I hope you're well and safe!
Do they need to be able to edit the Report?
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 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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Hi @Andrée Starå yes they need the ability to update. This is where I'm having the problem.
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Then you have three options. Edit. Four options.
- Premium App, Dynamic View
- Premium App, WorkApps
- I recently developed a (what I call), Dynamic View Light. It's pretty 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. I recently combined this with a structure for a client where they could add data that populate the main sheet, but it's not possible to edit the data.
- As Amber suggested, Update Requests.
Would any of those options work/help?
✅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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Hi @Amber Eakin I need users to update regularly throughout the day, how would you manage this, it seems a little messy, but Im open to suggestions, I'm at my wits end. cheers
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Thanks Everyone, I'll find a workaround, just thought I was being stupid
Cheers
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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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@Venn Cannon You can set up an automated workflow to send Update Requests to people assigned to tasks at regular times during the day. You could have it contact them based on the project status so that it stops once the task is "completed" or no longer needs updates. Using Triggers and Conditions, it wouldn't be too messy!
Amber Eakin, MSLS, M.Ed.
Adult Education Specialist | Process Improvement Enthusiast
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