Transfer or receive transfer of a Dynamic View

Transfer the view first, then transfer any underlying sheets, so the new view owner has full access to all items. 

1. In the upper-right area of the view, select the Settings icon.
2. Go to the Sharing tab. 
3. In the Owner section, select Transfer Ownership.
4. In the Select New Owner list, select the person you want to transfer ownership to.

If this dropdown list is blank, there aren’t any people shared to the view that meet the requirements to become an owner. Users need Admin or higher permissions on the view source sheet. 

When you're done, the user you selected gets a request in Dynamic View to take ownership of the view you own. The user only receives in-app notifications, not email notifications. You may want to contact your new owner via email (or another messaging service) to ensure they know to log in to Dynamic View and accept the transfer request.

Review pending transfer requests

If you send transfer ownership requests, you can review, cancel, accept, or decline them on the Pending Ownership Transfer Requests page. 

To open the Pending Ownership Transfer Requests page, select the Ownership Transfer Requests icon in the upper-right corner, next to your account icon.

1. Select the Received tab to review, accept, or decline transfer requests.
2. Select the Sent tab to review or cancel transfer requests you’ve sent to others.

Transfer ownership of a view with a private filter

When you attempt to transfer ownership of a view based on a private filter, you may see a dialog with the message: This view has a pending ownership transfer. You have chosen to restrict this view with a private filter, which is invalid for others. If you save these view settings and the ownership transfer is accepted, the new owner will need to update the view configuration.

Views based on a filtered sheet may not display correctly if the filter is deleted or made private.

To reset the view

1. Go to Settings > General.
2. Update the Restrict view by sheet filter option to a valid filter from the list.
   Or select No filter - all rows visible to everyone shared.
3. Choose Save.

You can edit and utilize existing views with a private filter, but creating views with a private filter is no longer supported. 

System Admins

A System Admin can review Dynamic views and individually transfer them to a new owner on the System Admins Control page. Here, System Admins can initiate the transfer from one owner to another. However, the new owner must have at least Admin permissions on the underlying sheet.

While Dynamic Views can function without a valid owner if it has no assigned Admins, the System Admin must transfer ownership to someone before any user can complete modifications to the configuration.