How to restrict rows by contact

Options

Hi all,

I am traying to create a Disciplinary Actions report where the manager can only see the inforamtion he has assigned. I have some others managers, but In the report, I want he only sees the rows that have his name.

Tags:

Answers

  • Michael Culley
    Michael Culley ✭✭✭✭✭
    Options

    This can be achieved with dynamic view. Do you have that feature?

  • Michael Culley
    Michael Culley ✭✭✭✭✭
    Options

    Otherwise you can create a new filter, name it, click the share filter button, then select the contact row, is one of, "Current user".

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Enmanuel

    I hope you're well and safe!

    To add to Michael's excellent advice/answer.

    Here are some other options.

    • Premium App, WorkApps
    • I recently developed a (what I call), Dynamic View Light. It's pretty advanced, but in short, it uses cross-sheet formulas and INDEX/MATCH and a specific structure and method, so it's only possible to show data that should be available.

    Also, if they mustn't be able to access other information, it won't work with a report/filter with Current User if it's not a report in WorkApps.

    Would any of those options work/help?

    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, Awesome, 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.