Is there a way by which users can only view their rows instead of having rights to view other users

Jimmy
Jimmy ✭
edited 12/09/19 inSmartsheet Basics

Hi All,

Is there a way were a user can just view and edit his/her rows and he/she shall not be able to view other user rows.

Example:

Attached screenshot.I have two contact David and Charles.

Now, If David wish to update his data on the sheet he would not be able to view Charles rows vice versa.

USer_Screenshot.PNG

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jimmy,

    There are two ways as I see it.

    1. They update the information thru Update Requests
    2. 我们ers have personal sheets, and then everything is collected on a report for you (or someone else) to see.

    Would that work?

    有一个很好的一天!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Jimmy
    Jimmy ✭

    Hi Andree,

    If I choose the 1 option you mentioned;every time I have to send they update request email is that something I have to do? or will they be able to view there rows and update them.

    Can you please show an example.

    2 option can you please show with an example how to create a report and share that report to the user so that every time they make any changes on the report it get auto update on the sheet.

    Appreciate your support

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Happy to help!

    Answers to your questions are below.

    If I choose the 1 option you mentioned;every time I have to send they update request email is that something I have to do? or will they be able to view there rows and update them.

    It can be automatedto send at specific intervals or when something changes or happens in the sheet.

    Can you please show an example.

    I'll get back to you with examples later today.

    2 option can you please show with an example how to create a report and share that report to the user so that every time they make any changes on the report it get auto update on the sheet.

    The report will show the sheets information, meaning that if you change anything in the report, it will change at the same time in the sheet.

    I'll get back to you with examples later today.

    Appreciate your support

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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  • Jimmy
    Jimmy ✭

    Appreciate if you could help me with an example for 2 option that shows how to create a report from the sheet and how if anything changes on the report it should change the sheet at the same time.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Jimmy,

    Do you still need/want an example?

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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Perfect. Thank you so much!<\/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":[]},"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":106958,"type":"question","name":"Datamesh very slow to update","excerpt":"Hi, we have datamesh set to immediate but it still takes up to a minute for the data to be pulled into the sheet. Is this the normal amount of time it's supposed to take? Or have I missed a trick?","snippet":"Hi, we have datamesh set to immediate but it still takes up to a minute for the data to be pulled into the sheet. Is this the normal amount of time it's supposed to take? Or have…","categoryID":321,"dateInserted":"2023-06-27T15:05:03+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T21:09:27+00:00","insertUserID":161700,"insertUser":{"userID":161700,"name":"Jagdeep","url":"https:\/\/community.smartsheet.com\/profile\/Jagdeep","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:01:40+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":15741,"lastUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:07:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":25,"score":null,"hot":3375780270,"url":"https:\/\/community.smartsheet.com\/discussion\/106958\/datamesh-very-slow-to-update","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106958\/datamesh-very-slow-to-update","format":"Rich","tagIDs":[219,334,381],"lastPost":{"discussionID":106958,"commentID":382703,"name":"Re: Datamesh very slow to update","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382703#Comment_382703","dateInserted":"2023-06-27T21:09:27+00:00","insertUserID":15741,"insertUser":{"userID":15741,"name":"ker9","url":"https:\/\/community.smartsheet.com\/profile\/ker9","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T21:07:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T21:04:31+00:00","dateAnswered":"2023-06-27T19:57:59+00:00","acceptedAnswers":[{"commentID":382687,"body":"

Hi @Jagdeep<\/a> - Unfortunately, my experience has been that Datamesh \"Immediate\" can take up to 5 minutes (perhaps more).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":[{"tagID":219,"urlcode":"Sheets","name":"Sheets"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":381,"urlcode":"DataMesh","name":"DataMesh"}]},{"discussionID":106941,"type":"question","name":"How to show data of previous working day?","excerpt":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday. =COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, TODAY(-1)) I'm…","snippet":"For a stacked column chart on a dashboard, I count the number of applicable cases daily. The current formula shows NO DATA on Monday because TODAY(-1) is Sunday.…","categoryID":321,"dateInserted":"2023-06-27T10:29:20+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T12:02:55+00:00","insertUserID":162184,"insertUser":{"userID":162184,"name":"Sachiko Kagami","title":"Customer Service Manager","url":"https:\/\/community.smartsheet.com\/profile\/Sachiko%20Kagami","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:25:47+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":151203,"lastUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":23,"score":null,"hot":3375730935,"url":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106941\/how-to-show-data-of-previous-working-day","format":"Rich","lastPost":{"discussionID":106941,"commentID":382502,"name":"Re: How to show data of previous working day?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382502#Comment_382502","dateInserted":"2023-06-27T12:02:55+00:00","insertUserID":151203,"insertUser":{"userID":151203,"name":"Nick Korna","url":"https:\/\/community.smartsheet.com\/profile\/Nick%20Korna","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T12:11:22+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T11:47:48+00:00","dateAnswered":"2023-06-27T11:40:22+00:00","acceptedAnswers":[{"commentID":382497,"body":"

Hi @Sachiko Kagami<\/a>,<\/p>

The WORKDAY function is what you're after here.<\/p>

\n \n https:\/\/help.smartsheet.com\/function\/workday\n <\/a>\n<\/div>

In your case, I think the following should work:<\/p>

=COUNTIFS({Customer Escalation Region}, $Region@row, {Customer Escalation Request Reason}, \"Close Gap\", {Customer Escalation Request Date}, WORKDAY(TODAY(),-1)<\/p>

This will do the check for yesterday, skipping weekends. Public holidays aren't automatically in there, but you can add these as per the link.<\/p>

Hope this helps - if there are any issues then just post! 😊<\/span><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&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":5416,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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