FAQ: Dynamic View

No, once you activate Dynamic View for your organization, any user can create a view.

Yes, you can share a view with anyone who is a Smartsheet user by selecting/adding their email or domain. If the user doesn't have an account, they can sign up for a free trial during the login process.

Yes. You can create multiple views of the same sheet/report and different views across different sheets. You can share each of these views independently.

Changes made in Dynamic View immediately reflect in the sheet. 

If the view is based on a report, there may be a lag.

Yes, any Dropdown or Symbol column from the source sheet/report can be the trigger condition (When {Column}... ). There’s no hard limit on the number of rules that you can create, but best practice is fewer than 30 rules per view.

Dynamic View always chooses the least privileged option. 

You can’t share all ISP domains like gmail.com, hotmail.com etc. You can still share to individual users.

No. Dynamic View doesn't generate any notifications. You can use Alerts & Actions on the source sheet to notify users of changes. Include the URL for the dynamic view in the message body so they can simply click to go directly to the View.

For a (multi)Contact type column, if you check the Restrict to list values only checkbox, then only the values that are in that list will display. If you do not check, it will use the Organization users of the individual accessing the View.

If a View-Owner shares a View outside of their Organization, the shared-to user can’t see all the Organization users.

Dynamic View automatically makes the fields below Read-Only. You can’t overrule this.

1. CREATED_BY, CREATED_DATE, MODIFIED_BY, MODIFIED_DATE, AUTO_NUMBER
2. Gantt End Dates and Predecessors
3. Cells with formula, hyperlinks, or linkOutFromCell

Yes, you can select a sheet filter on additional Contact List columns and set the Restrict view by sheet filter option.

Yes, in the Dynamic View System Admin Controls page, SysAdmin can initiate the transfer of a Dynamic View from one owner to another.

Individual view owners can also transfer a view that they own in the Dynamic View share settings. 

Every user within Dynamic View can create a filter. Admins will create and share filters that are visible to all users. Others will create private filters and use Shared filters. All users are able to clone existing filters (including shared filters) to create new ones.

Filters in Dynamic View support the following Column Types for filters: Text/Number, Dropdown, Symbols, and Contacts.

In order for users to see Dynamic View from within a dashboard, they have to be shared with both the dashboard and also the underlying Dynamic View.

Yes. However, for security reasons, it will not work if you embed the dashboard in another site. In Firefox, the user receives a message with an option to open the link in another window.

The native mobile app will not show the Dynamic View. You have to select the links to open the view in a browser.

No. The only places that you can embed a Dynamic View is in a dashboard.

• See a list of all active Dynamic Views on their plan, including the Name of the DV, the owner & owner email and view description of the DV in the Dynamic View Admin Center page.
• Initiate a transfer of a Dynamic View from one owner to another
• Delete a Dynamic View or bulk delete multiple DV’s

• Search for DV’s across name, owner and description fields. 

  Learn more about the System Admin Controls page.