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.🤔
Then you have three options. Edit. Four options.
Would any of those options work/help?
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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
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!
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Hi @Andrée Starå yes they need the ability to update. This is where I'm having the problem.
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
Thanks Everyone, I'll find a workaround, just thought I was being stupid
You're more than welcome!
@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!
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