Duplicating sheets deleting certain columns and team distribution via viewer mode

John McCabe · 10/29/21

All,

Thank you for your time. I am trying to accomplish a few things simultaneously:

I have a master account sheet that I want to send out to the rest of my team but I want to do it in the following way:
Send them a duplicate sheet with certain financial columns omitted
As I update the master sheet, the sheet that is sent to the team via a workflow will also get updated.
Auto send the sheet to the team in viewer mode.

Paul Newcome · 10/29/21

You could create a report based on the master sheet and then set up (within the report) to have it sent on a recurring basis as a PDF.

Paul Newcome · 10/29/21

You could create a report based on the master sheet and then set up (within the report) to have it sent on a recurring basis as a PDF.

John McCabe · 10/29/21

Thank you!!! !Paul

Paul Newcome · 11/01/21

Happy to help. 👍️

Best Answer