Manage process at scale with Dynamic View

Access Dynamic View

There are view way to start using Dynamic View: 

• Log directly in to Dynamic View here.
• After your first login, access Dyamic 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. 

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

Requirements

Before you can create and configure a view in Dynamic View, you’ll need to create the source sheets or reports that will store the data in the Smartsheet app. 

Create an intake form

To ensure that ticket or project intake is submitted through a standardized channel that can feed directly into your dynamic views, create a Smartsheet form. Details on creating forms can be found in the Collect Information with a Form help article.

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

• Create and Edit Dynamic View Settings
• Interact with a View