Connect with peers, share your expertise, and inspire what’s next in Smartsheet — from proven practices to practical how-to insights from fellow users and product experts.
Sign in to join the conversation:
Allow report to lock filters but still enable editing for those it is shared with
Hi @c_giroux
This is already possible! If you share the source sheet and the Report to your collaborators with only Edit permission, then they will not be able to change the Filter in the Report but they'll still be able to add data into the cells of the Report.
Is that what you were looking to do?
Cheers,
Genevieve
Yes! Thank you! The unfiltered data is sensitive so I wanted to make sure they are unable to alter the filter.
In order to see data in a Report, the underlying sheet will also need to be shared. This means they could access the Sheet to see the data that's being filtered out of the Report.
You could add the Report to a Dashboard and share the information that way, but it will be View-Only. The other alternatives are to use the Premium application Data Shuttle to surface rows without sharing the underlying sheet, or house the Report in a Workapp.
Here's a related Product Idea that may be closer to what you're looking for:
Anyway we can make this view only for security purposes? We would like to prevent users from sending responses to other users by accident.
I am currently setting up an automation for people to get notified through their email, when they are prompted. But is there a way that they can reply in the email of a comment that will then go to the specific sheet. This way they do not have access to the sheet, but can just comment through email with updates?
I am extremely frustrated and disappointed with my current Smartsheet experience. I have paid for a Pro subscription, I am the owner and administrator of my account and sheets, and I have confirmed I am logged into the correct account. Despite this, Smartsheet is not recognizing my Pro subscription, and I am unable to…