Applies to

Smartsheet Advance Package
Smartsheet Gov

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. 

Edit a Dynamic View

Dynamic View allows you to share sections of your sheet or report without sharing the underlying source sheet.

Who can use this?

Plans:

  • Smartsheet Advance Package
  • Smartsheet Gov

Permissions:

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. 

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. Open Dynamic View.
    1. Sign in to Dynamic View with your Smartsheet credentials. 
    2. Select Dynamic View from the top menu of a sheet or report. Then select Manage Dynamic Views
    3. Select the Launcher, then select Dynamic View.
  2. 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 
  3. In the upper-right corner, select the Settings icon.
  4. Make your adjustments and select, Save in the bottom right-hand corner. 
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