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:

  • Business
  • Enterprise
  • Advanced Work Management
  • Smartsheet Gov

Permissions:

Sheet or report Admins in a plan that includes Dynamic View can create views. 

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

You can make changes as if you were creating a new Dynamic View. 

  1. To open a Dynamic View, you can either: 
    1. Sign in to Dynamic View with your Smartsheet credentials. 
    2. Select Dynamic View from the sheet or report's top menu. Then select Manage Dynamic Views. 
    3. Select the Launcher, then select Dynamic View.
  2. Once in Dynamic View, 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 
    Adjust settings.
    .
  4. Make your adjustments, then select Save in the bottom-right corner.