Duplicating sheets deleting certain columns and team distribution via viewer mode

All,


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

  1. 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:
  2. Send them a duplicate sheet with certain financial columns omitted
  3. As I update the master sheet, the sheet that is sent to the team via a workflow will also get updated.
  4. Auto send the sheet to the team in viewer mode.
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Best Answer

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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.

    thinkspi.com

Answers

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭
    Answer ✓

    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.

    thinkspi.com

  • Thank you!!! !Paul

  • Paul Newcome
    Paul Newcome ✭✭✭✭✭✭

    Happy to help. 👍️

    thinkspi.com

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