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Controlled data: Create Rows but not Edit OR Edit Rows but not Create

Trish Dillon
Trish Dillon ✭✭✭✭✭
edited 07/27/23 inSmartsheet Product Feedback & Ideas

prevent accidental editsandmaintain data integrity byallow users to create but not edit fields. or tostop duplicate fields from being created, grant users the ability to edit but stop them from creating new ones.

Thanks!


Trish Dillon

https://www.linkedin.com/in/trishdillon/

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  • Genevieve P.
    Genevieve P. Employee Admin

    Hi@Trish Dillon

    You can achieve the first permission setting by giving your users either View only or Commenter access to the sheet. Then you can provide them with a Form to insert new rows into the sheet, but be unable to edit them afterwards. I've personally done this where the Form is embedded on a Dashboard right next to a view of the sheet so they can see both at one time.

    For the second permission setting, edit fields but not create rows, this can be achieved by either using the add-onDynamic View, or a shared Report in aWorkapp(depending on your plan type).

    Cheers,

    Genevieve

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