Can someone explain WorkApps to me? I just dont get it.

I am trying to understand the "why" behind WorkApps. At my first glance, it just seems redundant. I am clearly missing the point. I have not been able to find a video or article about the benefit of using it? Can anyone recommend a learning resource and maybe a case study or two? Thanks in advance. Jef

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@Jef Forward

    I hope you're well and safe!

    My 2 cents.

    • Separate role-based access structure. (can have access in WorkApps without the need to be shared to assets in native Smartsheet)
    • A role-based structure can be confined differently, so if you're, for example, an Admin, you'd like to see everything, but if you're a manager, you want to see the most relevant information.
    • You can share reports using Current User so the viewer only can see what you've configured they should have access to.
    • They don't need to see everything in Smartsheet except what they need.
    • It looks like an App.
    • Can have multiple apps for different purposes, processes, and so on.
    • It can be customized with branding
    • And much more

    I'll get back to the post with more information later.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Ryan Sides
    Ryan Sides ✭✭✭✭✭✭

    @Jef ForwardI had the same knee-jerk reaction.

    To emphasize one point on@Andrée Starå's list that drove it home for me: They don't need to see everything in Smartsheet except what they need.

    When I build smartsheet applications, I usually build dashboards backed up by reports and supporting metrics sheets, etc. But if my people need to see only 1 sheet for data entry and the associated dashboard, I can drop just those into a WorkApp and give them access to that. I don't want them to play around with any of the other reports and sheets.

    Ryan Sides

    Smartsheet Tips and Tricks for Beginners and Advanced onLinkedInandYouTube

    Come Say Hello!

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Jef Forward
    Jef Forward ✭✭✭

    Andre and Ryan, thank you so much! I am sure I will have more questions, I will get into this. Thanks

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    edited 01/28/23

    @Jef Forward

    I'm always happy to help!

    Please support the Community by marking the post(s)thathelped or answered your question or solved your problem withthe accepted answer/helpful, Insightful/Vote Up/Awesome. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    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.

  • Jef Forward
    Jef Forward ✭✭✭

    Hello Andre' and Rayn - thank you so much for your help. This has given me a lot to think about. I have been wanting to create a client portal, and this very well could be the best solution, even more than the dynamic view. Thanks, Jef

I figured out a workaround -- if the date is entered in long form in a text column instead of a date column, it populates as entered. <\/p>

Don't know if there is another way to affect the formatting if populating from a date column.<\/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":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":91824,"type":"question","name":"Dynamic View - Dropdown Lists","excerpt":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add in our own values if they don't exist in the dropdown. This has been extremely frustrating especially when trying to capture new values and…","snippet":"I have certain single and multiple select list columns that do not have the \"restrict to dropdown values only\" checked on the source sheet but in Dynamic View we are unable to add…","categoryID":343,"dateInserted":"2022-06-06T17:24:20+00:00","dateUpdated":"2022-06-14T14:39:36+00:00","dateLastComment":"2023-07-19T19:59:34+00:00","insertUserID":113932,"insertUser":{"userID":113932,"name":"Emmy Anderson","url":"https:\/\/community.smartsheet.com\/profile\/Emmy%20Anderson","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jplUI_CI3bw!8o9VN1d3-no!6TkM7ozjpN6","dateLastActive":"2023-05-04T14:55:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":91566,"lastUserID":159135,"lastUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-21T19:49:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":438,"score":null,"hot":3344336634,"url":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/91824\/dynamic-view-dropdown-lists","format":"Rich","tagIDs":[319],"lastPost":{"discussionID":91824,"commentID":386084,"name":"Re: Dynamic View - Dropdown Lists","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386084#Comment_386084","dateInserted":"2023-07-19T19:59:34+00:00","insertUserID":159135,"insertUser":{"userID":159135,"name":"Meredith Rhodes","url":"https:\/\/community.smartsheet.com\/profile\/Meredith%20Rhodes","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nAHTX1zFB30!3-DcP2_U_mU!0YuvNuMRG8s","dateLastActive":"2023-07-21T19:49:23+00:00","banned":0,"punished":0,"private":false,"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":"2022-06-08T12:36:40+00:00","dateAnswered":"2022-06-06T18:38:56+00:00","acceptedAnswers":[{"commentID":332119,"body":"

Hi @Emmy Anderson<\/a> <\/p>

You are not missing anything. This is how DV works with dropdowns unfortunately. My work around in the past is to create an other option in the drop down, user chooses save. Then have logic built for a text field that appears so the user can input the values not present in dropdown. <\/p>

Hope this helps<\/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":[{"tagID":319,"urlcode":"functionality","name":"functionality"}]},{"discussionID":107733,"type":"question","name":"Active Directory Integration","excerpt":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department? And if so, how? Thanks, Melitta","snippet":"Hello, We have recently setup our Active Directory Integration. Are we able to pull data that is included in AD into a sheet in Smartsheet? For example: Name, Title, Department?…","categoryID":343,"dateInserted":"2023-07-18T14:35:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":131821,"lastUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":40,"score":null,"hot":3379485390,"url":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107733\/active-directory-integration","format":"Rich","lastPost":{"discussionID":107733,"commentID":386058,"name":"Re: Active Directory Integration","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386058#Comment_386058","dateInserted":"2023-07-19T19:00:49+00:00","insertUserID":131821,"insertUser":{"userID":131821,"name":"Melitta","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Melitta","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!7FjR-2zeSSY!zOlQs_Tjxjo!J3yyx3hqT9S","dateLastActive":"2023-07-21T14:38:32+00:00","banned":0,"punished":0,"private":false,"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":"2023-07-19T19:00:44+00:00","dateAnswered":"2023-07-19T15:54:45+00:00","acceptedAnswers":[{"commentID":385977,"body":"

@Melitta<\/a> the only way to do this is via the API. If you have Bridge then you could achieve this.<\/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":[]}],"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":625,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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