How do I share a dynamic view with an external user without them saving to make a smartsheet account

ChristineMesa

I have two use cases here based on program to fill birthday bags for foster kids. Volunteers make the bags and fill them with gifts and requestors submit. a request and pick it up when it is ready.

For volunteers, after the form is submitted I have extra columns I want them to follw out like when it was completed, who did it, check marks for steps followed etc and I'd like this process to be digital. There is a volunteer queue report that I want to be a dynamic view so it only shows the requests needed to be filled that day and then they can assign themselves, see limited read only data and then complete about 10 more fields.

For requestors, I want them to see the request status of what they submitted but this is private data with child info etc so I only want them to see their requests and be able to filter by month etc since some requests submit 200+ requests a year.

In both of these instances I do not want the user to have to create an account it will really bottle neck the volunteer experience and requestors just won't do it. I could have a list of all volunteer and requestor emails just don't know what to do next.

Andrée Starå

Hi @ChristineMesa

I hope you're well and safe!

Unfortunately, it's not possible now to use Dynamic View without an account (It's also needed to know who it is to show the correct data), but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

• Have you explored using Update Requests?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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ChristineMesa

Thanks Andree. Do you know if there's any other tools out there that integrate with smartsheets and can do this?

PeggyLang

@Andree stara

Could you not utilize forms (anyone can complete those) and filter query to get the submitted to the correct data?? Engage 2024 ‘Leveraging Query Filter’