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Collaboration outside our organisation

Si Spence
Si Spence ✭✭✭✭✭✭
edited 12/09/19 inArchived 2016 Posts

we want to collaborate on certain rows but not all rows with an external partner. is there a way we can do this without sharing all the rows in a Smartsheet?

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  • Tony Davidson - SmartSheet Certified User 2016
    Tony Davidson - SmartSheet Certified User 2016 ✭✭✭✭✭✭

    I think the update request feature would be the best solution for this..just search for it and lots of information on how to utilize it.

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  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭
    edited 08/24/16

    Oops, in the meantime Tony responded:)

    - Agree, update request feature is the best solution for this.

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  • Atus Bartal
    Atus Bartal ✭✭✭✭✭✭

    Yes, you can use - at least - the following features (I'm linking and quoting the Smartsheet Help articles for reference):

    1.Sending rows- "You can send a row, or a selection of multiple rows, to anyone via email. This enables you to offer viewing access to a subset of your sheet data, rather than exposing all of it by sharing the entire sheet. (...)"

    2.Sending update requests- "An Update Request is a great way to get a quick update from other people, including those who aren't shared to your sheet (e.g., vendors, clients, and consultants). Update requests can be sent to any valid email address. (...)"

    3.Reports- "Reports allow you to compile information from multiple sheets to only show items that meet the criteria you specify. After creating the report, you can send and share it with others to enable them access to the data set, or publish it to a read-only format to make it publicly viewable."

    Furthermore,hereis a great blog article on "how you can share information from your sheet with others, without adding them as a collaborator to your sheet".

    We can also mentionWeb Formsto collect information from external partners, but your question is about collaborating with existing data.

    I truly recommend the above Help articles for finding the best solution for your needs.

    Atus

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  • Si Spence
    Si Spence ✭✭✭✭✭✭

    Thanks all. Great advice.

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You are very close, try this.<\/p>

=COUNTIFS([End Date]:[End Date], <= TODAY())<\/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"}]},{"discussionID":107098,"type":"question","name":"HAS and Children Functions","excerpt":"I have the following column1 formula: =IF(HAS(CHILDREN([Column2]@row), \"Text\"), 1, 0) which sets the value of column1 to 1 if \"Text\" is found in any children in Column2 This formula works well for a single nested file of children. However, I have a multi-level nested file (i.e. Parent1, Child1, Parent2, Child2) and it…","snippet":"I have the following column1 formula: =IF(HAS(CHILDREN([Column2]@row), \"Text\"), 1, 0) which sets the value of column1 to 1 if \"Text\" is found in any children in Column2 This…","categoryID":322,"dateInserted":"2023-06-29T18:01:34+00:00","dateUpdated":"2023-06-29T18:25:44+00:00","dateLastComment":"2023-06-29T19:48:55+00:00","insertUserID":158378,"insertUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T23:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":158378,"lastUserID":158378,"lastUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T23:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":42,"score":null,"hot":3376131029,"url":"https:\/\/community.smartsheet.com\/discussion\/107098\/has-and-children-functions","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107098\/has-and-children-functions","format":"Rich","lastPost":{"discussionID":107098,"commentID":383208,"name":"Re: HAS and Children Functions","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383208#Comment_383208","dateInserted":"2023-06-29T19:48:55+00:00","insertUserID":158378,"insertUser":{"userID":158378,"name":"Mike Dufour","url":"https:\/\/community.smartsheet.com\/profile\/Mike%20Dufour","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!DKvTQ7i6zPw!HGjTH6jjgiQ!wvw2rujGLYm","dateLastActive":"2023-06-29T23:08:12+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T19:50:03+00:00","dateAnswered":"2023-06-29T18:48:24+00:00","acceptedAnswers":[{"commentID":383194,"body":"

CHILDREN will only look at entries one level down. DESCENDANTS will look at all levels below current.<\/p>"},{"commentID":383208,"body":"

Thank you Carson, very helpful!<\/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":107085,"type":"question","name":"Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","excerpt":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA Closed Effective Date}, MATCH([InfoCard Number]@row, {Corporate CAPA Closed InfoCard Number}, 0)), \"CAPA Not Closed\") Once the formula is…","snippet":"Hi, I'm using INDEX\/MATCH to pull a date from one report into another based on the same ID number. If there is no match, an error message populates. =IFERROR(INDEX({Corporate CAPA…","categoryID":322,"dateInserted":"2023-06-29T15:11:26+00:00","dateUpdated":null,"dateLastComment":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":146974,"lastUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":24,"score":null,"hot":3376123207,"url":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107085\/using-index-match-to-pull-a-date-and-countif-not-recognizing-as-a-date","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":107085,"commentID":383212,"name":"Re: Using INDEX\/MATCH to pull a date and CountIF not recognizing as a date","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/383212#Comment_383212","dateInserted":"2023-06-29T20:28:41+00:00","insertUserID":146974,"insertUser":{"userID":146974,"name":"Jack Parry","url":"https:\/\/community.smartsheet.com\/profile\/Jack%20Parry","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-29T20:28:15+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-29T20:28:12+00:00","dateAnswered":"2023-06-29T17:10:07+00:00","acceptedAnswers":[{"commentID":383157,"body":"

The INDEX function should be retaining the data type (in this case date value). It sounds like the issue is that there is at least one blank or no-date value within the range. To accommodate that you would use:<\/p>


<\/p>

=COUNTIFS({All Sites CAPA}, CONTAINS(\"CAPA\", @cell), {All Sites CAPA Effective Date}, IFERROR(<\/strong>MONTH(@cell), 0)<\/strong> = 6, {All Sites CAPA Closed On Time?}, CONTAINS(\"CAPA Overdue\", @cell))<\/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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