Dynamic View allows you to share row-level data with stakeholders without giving them full access to the underlying sheet or report. It’s ideal for managing requests, approvals, or updates while hiding sensitive or unrelated information.

This learning track covers advanced Dynamic View concepts and assumes an existing familiarity with Dynamic View. For an introduction, refer to the Dynamic View learning track.

This learning track includes best practices for:

• Dynamic View overview: Learn how Dyamic View differs from other Smartsheet features, along with key limitations and setup tips before getting started.
• Create your view: Explore best practices for creating your view. This section outlines the prerequisites for building your view, details each step in the configuration process, and provides best practices to ensure a secure and efficient setup.