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Limit View within a Sheet (using Web Forms)
Hello,
New to Smartsheet.
We would like to utilize a web form to allow customers to place orders/requests whereby the web form would populate the smartsheet for ONLY OUR INTERNAL visibilty/tracking of all requests combined. Currently, when I test this I am brought back into the sheet where I can see ALL requests. Does anyone know how to solve!? One of the following would be ideal, but any work-around would help:
1) customer canonlyaccess the web form and nothing else.
2)customer can only view the new row they added.
We (the company) want to view/manage the sheet which contains other customer info as well as our statuses etc. We do not want Customers to view this information. Is this possible?? Otherwise, we may have to find another solution.
米ichelle
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Comments
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JamesR ✭✭✭✭✭✭Do not share the sheet with the customers, Create a report for each customer and then switch in publishing for each report and send the url to thier report to them.
Alternativly buy sheets and set up a customer dashboeard for each and share the dashboard to them.
Start with the first option, its cheaper. If the customers then want more i.e stats etc then consided getting sights.
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J. Craig Williams ✭✭✭✭✭✭米ichelle,
To elaborate on James' response.
1. Customer enters new information via WebForm
- you provide the same link to every customer
- WebForms are only data entry for new rows, not existing rows.
2. Create a Report that is customer specific
- you provide different link to every customer
Customer enters data via WebForm and views via Report.
Craig -
Travis EmployeeAnother option is to use out Status View app which will do exactly what you are looking for.
The user would submit a form and then see only row they have submitted.
We use this tool internally for IT request. We can submit tickets to our IT department and can view all our submitted tickets and their status - but we only see our tickets (rows).
Here's a link to the app:https://statusview.smartsheetlabs.com/
This is a paid add-on and in order to get access, please contact[email protected]
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Hi @John Littler<\/a> <\/p> I hope you're well and safe!<\/p> Try something like this.<\/p> Did that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic week!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":107942,"type":"question","name":"How do I return DISTINCT values from another sheet based on specific dates within that sheet?","excerpt":"Hello, I have a need to return a Distinct Item ID from another sheet based on a date range from another date column within that same external sheet. The formula below works; however, once I run out of Distinct item IDs that meet my date criteria it continues to return results that fall outside that date range. Current…","snippet":"Hello, I have a need to return a Distinct Item ID from another sheet based on a date range from another date column within that same external sheet. 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I assume you are dragging the formula down, as this will not work as a column formula due to the absolute references. There were a few issues with the formula you posted, maybe there were some typos when transferring it to your post? <\/p> =IFERROR(INDEX(DISTINCT(COLLECT({Item ID}, {Create Date}, >= $[Start Date]$1, {Create Date}, <= $[End Date]$1)), [Row ID]@row), \"//m.santa-greenland.com/community/discussion/4959/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&siteSectionID=0&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":10000,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">
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