Best Of

Hi @Genevieve P.,

I believe most of us have come to this page because our use cases extend beyond basic data collection and updates, which are the limits of Forms and Update Requests do.

Many demos showcase Dynamic View with WorkApps, where staff easily navigate workflows. However, real work processes often branch, requiring Dynamic Views to adapt with real-time logic to maintain workflow continuity and productivity. This ensures user confidence in the tools and platforms.

Use Case: Annual Budget Requests, Roll-Up, Review, & Approval:

1. Teams submit funding requests
2. Division heads review, assign statuses, adds comments, and loop in others as needed
3. Budgeting office reviews, adds info, and forwards to leadership
4. Org leadership reviews, assigns statuses, may make changes, and sends back for review
5. Divisions review, respond, and may negotiate additional changes
6. Finalized budget proposals are shared across the org, with only relevant data visible to each group

Assumptions:

• Dynamic Views are easier to build from Reports, particularly with large data sets
• Workflow paths branch based on decisions
• DV Details pane is where staff work (interact with workflows)
• DV is required to compartmentalize sensitive data

Example where improved logic is required:

• Options in the Status field drop down each require different info and steps depending on the review cycle.
  • We can't mark all fields as required due to varying needs across Status options.
  • We can't leave all fields as optional as critical information may be omitted.

Issues:

1. In the current system, we must work, save, exit, then re-open to check for missing fields. This wastes time and causes issues like filtering out rows unintentionally (DV or parent Report).
2. DV ignores required fields that rely on logic to make them required or visible, causing confusion and rework when missing data isn't flagged until later.
3. No other tool I know of requires reloading work to check if all steps are completed.

Hi @Genevieve P.

Can you provide an update as you recommended users come here to seek that? There are 100 votes, which seems like many to me given that this tool is a premium. Most users won't even know about it, but those of us who pay for it have to work around it.

Does Smartsheet still use this ideas and feature requests system?

I just participated in a call today where this limitation was noted as a blocker to a project. It's so unintuitive to have a different way of managing the UI in DynamicView vs. forms that the team and I overlooked this in our fit analysis.

"Field Logic"

"Yes, DynamicView has field logic. But not conditional logic."

"What do you mean?"

Hey @Olen Ronning are there any updates since last month ? This group is eager to take advantage of additional scale in Smartsheet and a lot of our projects are limited by the size limits in Smartsheet. I hope this is quickly being worked on as we have been promised more scale for roughly 2 years now.

Eliminate the need to create additional sheets or workflows to make space for larger projects

We are facing the same here in that we desperately need an easy way to copy specific row data from one sheet to another without the use of lookups and helper sheets. Would be fantastic if this was on the radar of Development!

When I create custom messages in Automations, such as approval emails, I'd LOVE to have the system give me a list of possible field names to use after I type in the double curly brackets '{{'

This would work exactly like Dropdown lists do, with their pre-populated lists..

I'm certain there are other locations where this would be helpful if the feature were created. Such as when you are typing in formulas on a sheet, if you typed '[F' it would show all columns that start with the letter "F"

I would like autosave to be actually live, not refreshed after 1 minute, creating a living document.

For the copy/move row actions in an automated workflow, it would be nice to specify only specific columns to be copied/moved over to the destination sheet. For a lot of my sheet-to-sheet workflows, I have columns in my origin sheet which serve no purpose in the destination sheet. Even though I can hide those columns in the destination sheet, the feature would be nice to keep my destination sheet as tidy as possible.

This would be a very helpful feature. Oftentimes we want a row to be moved or copied to another sheet (and usually have an Automation set up to do this for us when a specific Condition is met), but we do not need all columns from the original sheet to move/copy over. This lends to our secondary sheet having unneeded data that we have to Hide. Being able to select which columns are actually moved/copied, would save time and make our secondary sheet more specific to its purpose.