Applies to
Dynamic View: Interact with a view
Dynamic View presents streamlined information when you need it without cluttering your work with unrelated data.
Who can use this?
Plans:
- Smartsheet Advance Package
- Smartsheet Gov
This article focuses on interacting with a view in the application. For information on creating a view, see Create and edit Dynamic View settings.
Dynamic View is a premium offering available for purchase to Smartsheet customers using a Business plan or higher. For more information on how to purchase Dynamic View, contact Smartsheet Sales.
Things to know
- You can access Dynamic View after someone has shared a view with you, or if an administrator on your plan has given you access to the application.
- Use your Smartsheet account credentials to sign into Dynamic View.
Log in to Dynamic View 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 is customized to ensure you have access to the relevant information to work with.
Select a specific row to show the Details panel, where you’ll edit data in form fields. You may not have edit access to certain fields and may be required to change a field before saving.
In the example above, the user viewing the Dynamic View, can see all the displayed fields but can only edit the Notes field.
Use the Filter icon in the upper-left corner to filter out rows with a specific value. If the value of a field changes making the row no longer meet the filter criteria, it won’ be visible from the Dynamic View anymore.
The fields you can see and what you can do in them depends on what an administrator has allowed from their end. For example, administrators are responsible for configuring and sharing filters.
Save your changes
After making changes to values in the Details Panel, select Save. Data will sync in the background after you save.
Can’t do something in a view? Contact your administrator
Your views are configured by an administrator in the Dynamic View app. If you’re not seeing something or can’t edit something you believe you should be able to edit, reach out to your administrator