Transfer Sheet Ownership
Hi,
How do I transfer sheet ownership to someone outside my organisation. It has datamesh tied to it so not a fan of recreating it on the other user end.
Regards
J Tech
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Best Answers
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Hi J Tech,
Sheets can only be transferred to a licensed Smartsheet user. It means you can not transfer sheet ownership to someone outside your organisation.
For your reference:
Change Ownership of a Sheet, Report, or Dashboard | Smartsheet Learning Center
Gia Thinh Technology - Smartsheet Solution Partner.
-
Hi @J Tech
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to transfer a sheet and the Datamesh config tied to it, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
You'd need to transfer the sheet and then recreate/connect the Datamesh config.
Would that work?
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.
Answers
-
Hi J Tech,
Sheets can only be transferred to a licensed Smartsheet user. It means you can not transfer sheet ownership to someone outside your organisation.
For your reference:
Change Ownership of a Sheet, Report, or Dashboard | Smartsheet Learning Center
Gia Thinh Technology - Smartsheet Solution Partner.
-
Hi @J Tech
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to transfer a sheet and the Datamesh config tied to it, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
You'd need to transfer the sheet and then recreate/connect the Datamesh config.
Would that work?
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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