Tutorial: How to Utilize Smartsheet Dynamic View | External Access without having to share the Sheet

Many business processes such as order management and vendor collaboration often require collaboration but can not provide full data access to protect confidentially.

Have you ever wanted to share an editable report in Smartsheet, but didn't want them to have access to the whole sheet/all of the data (i.e. potentially other suppliers or vendors, other clients, other teams, etc)?

Smartsheet Dynamic View enables users to maintain the confidentiality required by preventing users or vendors from accessing the full sheet while still allowing collaboration.

Business users have the ability to selectively share elements of the work with vendors or other teams and invite collaboration on certain fields while still protecting sensitive information. Dynamic View is also beneficial for simplifying collaboration by being able to focus on only critical and relevant information.

➡️ Resources for You:

➡️ Recommended Playlists:

[sams]

Logic in dynamic view does not behave like forms. Logic only triggers based on what is in a row once a new submission is saved rather than the response selected in the details tab.

[Mitannic]

I have been trying to implement better dynamic views for a client, but we are running into issues with the fact that view logic only runs when a record is opened (in the side pane) as opposed to on forms where it runs after every field change. Have you seen any good methods to deal with this and improve the user experience using these views?

[anchondo]

Hello, How do you add the new button?