WorkApp Roles
Concerning WorkApps, in the event that a user is assigned to multiple roles, why do they have to toggle between what role they are? Why can't they just see all possible sheets that they should be able to view? Is there any way to combine the viewable content so that the user doesn't have to toggle between which role they want to be in the moment? It adds to the confusion, because if a key selling point of WorkApps is that you just need one link to get to it, users are not happy with the fact that they have to change what "role" they are playing to access the correct sheets.
Answers
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Kleerfyre ✭✭✭✭✭✭Each role could be assigned to different sheets, so the user will have to select which view they want. If you have users that see all, then you might want to think about creating a role for seeing everything. That will be the only way to do it and keep all the other roles if they are needed. My users love the roles due to some of them having different roles and being able to see their items based on their selected role. It helps them keep their work organized based on the role they are working on at that time.
Jonathan Sanders, CSM
"Change is always scary because it is unknown, but facing the unknown is what makes us stronger."
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RyanF ✭Thank you for your reply. I was hoping there was a way to combine roles without having to create new roles, because it will be a lot of work to create unique roles for those 20 or so folks who have their hands in separate cocktails of projects. I will submit a feature request for this, thank you!
Categories
Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":80658,"type":"question","name":"Share Data Shuttle Workflows?","excerpt":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on leave, to enable other to run the workflow.","snippet":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on…","categoryID":343,"dateInserted":"2021-06-24T11:58:10+00:00","dateUpdated":"2022-06-14T14:38:17+00:00","dateLastComment":"2023-07-26T09:52:20+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xxPR8TjJ4fw!w4dRvyDxgzQ!O-caq5LjOWH","dateLastActive":"2023-07-27T13:22:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":162750,"lastUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":985,"score":2,"hot":3314905830,"url":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","format":"Rich","lastPost":{"discussionID":80658,"commentID":387106,"name":"Re: Share Data Shuttle Workflows?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387106#Comment_387106","dateInserted":"2023-07-26T09:52:20+00:00","insertUserID":162750,"insertUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-07-20T15:45:32+00:00","dateAnswered":"2021-06-25T08:39:19+00:00","acceptedAnswers":[{"commentID":296093,"body":"
Hi @Matthew LeMasonry<\/a> <\/p> No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)<\/a><\/p> That said, many team members will be able to trigger<\/em> that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?<\/p> If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management<\/a><\/p> Cheers,<\/p> Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":2},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":628,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
