Add items (records) in iSheets

Share iSheet records

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.
note
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, select
More actions
 next to the record, then
Share
.
The
Share
 window
 opens.
Share multiple records
To share multiple records, select the checkbox next to each record to share, select
Actions
, then
Share
:
note
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 with the
Email
 tab active.
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.
Select
Send
 to finish.
note
If you choose multiple records, the default
Subject
 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 are taken to an iSheets page limited to a view containing only the selected records.
Further access and options are limited to the recipient's access permissions.

This article applies to:

  • PRODUCT: HighQ
  • Subject: iSheets,Setup

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