Edit a Dynamic View

Applies to

Smartsheet Advance Package

For more information about plan types and included capabilities, see the Smartsheet Plans page.

Capabilities

Who can use this capability

Smartsheet users in an organization that purchased Dynamic View can create views. Users must have at least Admin permissions on a source sheet or report to create a view from that source. You don’t need a license to create views in Dynamic View, but you need a license to be an Owner or Admin of Smartsheet items you’ll use as a source.

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

You can make changes exactly as if you're creating a new Dynamic View. 

  1. Sign in to Dynamic View with your Smartsheet credentials. When you open the Dynamic View app, you’ll see the All Views page.
  2. In the upper-left corner of the screen, select the Open Left Panel icon.
  3. Select the view you want to edit from any of the following pages:
    • All Views: Any views you have access to 
    • My Views: Views you own 
    • Shared with Me: Views directly shared with you
    • Shared with Group: Views shared with a group you’re part of 
  4. In the upper-right area of the page, select the Settings icon.