Learn how to navigate, filter, and update information in a Dynamic View that's been shared with you.
USM Content
You can access Dynamic Views after someone has shared a view with you, or if an Admin on your plan has given you access to the Dynamic View application. Refer to "Create and manage views of your data" for details on creating a Dynamic View.
Dynamic View is a premium offering available for purchase to Smartsheet customers on a Business plan or higher. For more information on purchasing Dynamic View, contact Smartsheet Sales.
Sign in to Dynamic View with your Smartsheet credentials or select Dynamic View on the menu bar at the top of your screen.
To see a detailed and step-by-step example of how Dynamic View works, see Intro to Dynamic View.
Navigate to a view
When accessing Dynamic View, you land on the Home page.
From Home, you can see:
- All Views - List of all the views shared with you or owned by you.
- My Views - List of views that you own.
- Shared with me - List of views shared directly with you.
- Shared with Group - List of views shared with you via a Smartsheet group or domain.
To open a view, select it.
Your view is customized for you
Each view shared with you provides information relevant to the work you do. The fields you can see and what you can do in them depend on what an Admin has granted you permission to do. For example, Admins are responsible for configuring and sharing filters.
Select a specific row to interact with its information. The Details panel appears on the right. It presents the row data. You may have edit access to certain fields and may be required to change field values before saving.
In the example above, the user viewing the Dynamic View can see all the displayed fields and can edit the Notes field.
Use the Filter icon in the upper-left corner to filter on rows with specific values.
The fields you can see and what you can do in them depend on what an Admin has allowed from their end. For example, Admins are responsible for configuring and sharing filters.
Save your changes
If you change any values in the Details Panel, select Save to save them. The values are saved to the source sheet.
Can’t do something in a view? Contact your Admin. Your views are configured by your organization's Dynamic View app Admin. If your views are missing something you want or you can’t edit something you believe you should be able to edit, contact your administrator.
Comment and @mention someone
You can leave comments on a row directly in Dynamic View and @mention other users.
To comment on a row:
- Select a row to open the Details panel.
- Select the Comments tab.
- Type your comment. To notify someone, type @ followed by their name and select them from the list.
- Submit your comment.
What happens when you @mention someone?
What happens when you @mention someone depends on the settings defined by the Dynamic View administrator. The @mentioned person could:
- Receive a notification containing a link to the source sheet.
- Receive a notification containing a link to the Dynamic View, with a temporary filter displaying the row where they're mentioned. The Details panel opens automatically to the Comments tab, or to the Data tab if the view doesn't include a Comments tab.
- Not receive any notification.
If you're not sure how notifications are set up, or if you think people you @mention should receive notifications but aren't, contact your Dynamic View Admin.