Get started with Dynamic View

Access Dynamic View

There are a few ways to start using Dynamic View: 

• Log directly in to Dynamic View. 
• After your first login, access Dynamic View from the Launcher in the lower-left corner of your screen.
• Select Dynamic View on the menu bar at the top of your screen. 

Customers using Smartsheet Gov should use this link: https://app.smartsheetgov.com/dynamicview/ 
The above login options are for the commercial environment only. 

Underlying sheet permissions

Administrators who configure the views (including any conditional logic) must be shared to the source sheets and reports.

Others who view and edit source data based on permissions set in Dynamic View app don’t need to be shared to the source sheets or reports.

Before you can create and configure Dynamic View, you must create the source sheets or reports that will store the data in the Smartsheet app. 

Create an intake form

Create a Smartsheet form to standardize the intake process to feed directly into your dynamic views. Read Collect information with a form for more details.

The following articles offer detail into working with views, the conditional logic for views, and how colleagues will interact with views:

• Dynamic View: Create and manage views of your data
• Dynamic View app: Interact with a view

Dynamic View insights

System Admins can navigate to Plan Insights in Admin Center to see Dynamic View insights data. The data includes the total number of views created, rows updated, shared collaborators, views shared, active users, active views, and more. Learn more about plan insights.