Get started with Dynamic View

The Dynamic View premium application allows you to provide access to view and modify data from a sheet or report without sharing that entire sheet or report.

Here's what data looks like in a Dynamic View:

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In the image above, the Dynamic View display in the main area shows data from the underlying sheet or report. Double clicking on a row shows that row's data in a Details Panel on the right. The grayed-out fields are read-only while the other fields are editable.

Here, you'll learn how to get started with these Dynamic View activities:

• Accessing Dynamic Views
• Creating Dynamic Views
• Adding a data intake form
• Examining insights

Access Dynamic View

There are a few ways to access the Dynamic View application home: 

• Log directly into Dynamic View. 
• After your first login, select the Launcher icon  Brandfolder Image  in the lower-left corner of your screen and then select Dynamic View. 
• In a sheet or report, select Dynamic View on the top menu bar and then select Manage Dynamic Views > My Dynamic Views. 

Here's what the Dynamic View home looks like:

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If you are using Smartsheet Gov use this link: https://app.smartsheetgov.com/dynamicview/ to access Dynamic View. The above login options are for the commercial environment only. 

Create a view

You have all these options for sharing sheet or report data via a Dynamic View:

• Share specific fields.
• Display attachments, and optionally enable adding attachments.
• Display comments, and optionally enable adding comments.
• Allow users to submit new rows via the Details Panel (requires configuring the panel).
• Add conditional logic for Details Panel fields.
• Share only rows specific to the current user of the view.
• Share the view with specific users, Smartsheet groups, and domains.
• Enable view export to a .csv file.

Go ahead and create a view.

Create an intake form

Create a Smartsheet form to standardize intake to your view's underlying source sheet. 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.