You can share a selection of records from an iSheet, only the columns from the selected view will be shared. The recipient either receives an email or notification with a link to the shared records, or you can copy a link and share it from another application.
The link opens a filtered view in the iSheets module. Further access is limited by the user's permissions.
You must have View permissions to share iSheet records.
Share one or more records
Share a single record
To share a single record, click More actions next to the record and select Share.
The Share window opens.
Share multiple records
To share multiple records, select the checkbox on the left of each record to share and then navigate to Actions > Share:
An Admin can limit the number of records shared in one action (this does not apply if sharing the entire iSheet). If you select more records than are permitted, a message is shown with a reminder to remain within the limit.
The Share window opens.
The Share window
Choose how the selected records will be shared: Email, Link or Message.
- Email - send an email to the recipients
- Link - create a link that can be copied and shared
- Message - send a notification message to a HighQ user
If you choose Email or Message, enter the names of the recipients, edit the subject, and add a message to accompany the link.
If you choose Link, copy the link, then paste the link into the target application.
Click Send to finish.
If you choose multiple records, the default subject text in the Share window is adjusted to match:
Receiving a link
Recipients receive a message with a short link. If they click on the link, they will be taken to an iSheets page that is limited to a view containing only the selected records.
Further access and options are limited to the recipient's access permissions.
