Edit a Dynamic View

APPLIES TO

  • Smartsheet Advance Package
  • Smartsheet Gov

RELATED 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. 

Quickly change your Dynamic View to surface the most important data to users. 

Edit a Dynamic View

APPLIES TO

  • Smartsheet Advance Package
  • Smartsheet Gov

RELATED 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. 

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.