How to use Dynamic View

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smart sheets Dynamic view is a powerful

Advanced capability built to help teams

collaborate seamlessly teams can create

custom views to match their unique

workflows in this short video we'll

explore the power and versatility of

smart sheet Dynamic view which can

unlock a whole new level of efficiency

and protection for your sensitive data

with Dynamic view users can tailor views

based on permission levels these

permission levels are separate from

sheet permission level eliminating the

need to share the entire sheet with

everyone who needs access to certain

data on it let's compare an IT request

tracker sheet without Dynamic view users

who are assigned tasks on this sheet

must be shared with the entire sheet to

check request status and other key data

causing inefficiencies and elevating the

risk of exposing confidential

information however when when using

Dynamic view users shared to the view

can only see requests for which they are

assigned this prevents exposure to

columns related to the broader process

that are outside of their scope of

responsibility additionally users can

click on any request to update key data

points The View owner and admins can set

certain fields to be editable by

users Dynamic view can be accessed by

either visiting Dynamic view.

smartsheet.com selecting the launcher

then selecting Dynamic View or by

selecting Dynamic view while inside any

sheet or report using the it request

tracker sheet as an example let's take a

look at how a dynamic view is configured

and shared on the dynamic view homepage

users can see any Dynamic views they

have created or have been shared to you

can also select create view to open the

view creation menu to set up a view you

must first select a sheet or report that

contains the underlying data in this

case we will navigate to the it ticket

management request tracker sheet and

select create here we can select our

general options such as naming the view

and selecting how we would like to

restrict access in this example we will

restrict view by current user using the

assigned to column this will ensure that

users of this view will only see the

requests for which they are assigned

however note that views can be filtered

to restrict The View based on an

existing filter on the source we can now

select save to move to the next menu in

view display we can select which

specific Fields will be displayed for

users of this view note that view

creators can also selectively include

attachments and comments if they wish we

will select the appropriate fields and

select

save in the details panel setup menu we

can select the fields we would like to

include in the details panel on the

right side of the view these are the

fields that will appear when a user

selects one of the rows within the view

note that we can customize the

permission level for each field so the

view user only has access to what they

need need and nothing else note that if

we select read only the field will not

be editable to the view

user if a view Builder would like to

further customize the experience to

drive a process they can select the

field logic button to set up conditions

and actions for the details panel we

could set the field logic to make the

request description field readon when

the request comes from a certain

department for this demonstration we

will not configure the field logic

lastly in the sharing menu we can choose

who this should be shared with we can

set admin's shared users shared groups

or shared

domains once we have our sharing options

set save the

changes then we can select back to view

to see the result here we can see the

new view as you can see the user of this

view can only see the requests they are

assigned to and have limited visibility

into the fields on the underlying sheet

they also only have the ability to edit

the specific fields we have

chosen

so are you ready to get started using

Dynamic view check it out today by

selecting Dynamic view in the top menu

of any sheet or

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report