Form or Report to pull rows that need to be updated
I have a SmartSheet that lists all our Company Contracts, the Contract Owner, Contract Start Date, Contract End Date, etc. I am missing some data and would like the Contract Owner to go to a form and enter their name. They would then be presented with a list of all contracts they are the owner of and be able to update those rows only. Is this possible?
Best Answer
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They don't need access to Smartsheet.
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 @Murph
I hope you're well and safe!
Do they have access to the sheet?
I'd recommend using a Report with the Current User feature or, Dynamic View or WorkApps.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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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There should be a way through request an update. It can be set up through automation with specific criteria set or you can manually request updates when you need data.
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Yes, that could be another excellent option to consider.
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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I believe the Send Update Request option might work. However, I need to know if the person I am sending the request to needs access to the SmartSheet, or if this will allow them to populate the Form without needing access to the SmartSheet.
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They don't need access to Smartsheet.
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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