Open Dynamic View to Additional Users
We are looking to create views where the contact(s) listed in a row can only see the rows where they are listed. Since Dynamic View enables this, we have two questions to have this work with our use case:
- Can multiple views work at the same time? E.g. if View 1 enables viewing for the person in Column A, and View 2 enables viewing for the person in Column B, does that mean both Persons A and B will see that row when they view?
- Can other users' views be configured to be shared with another user? E.g. if Person A manages Persons B and C, is their a way to allow Person A to also see items assigned to B and C, or would their contact need to be indicated in the row?
Open to any ideas, and suggestions about how to approach our needs here differently.
Thank you!
Best Answer
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To accommodate multiple contact type columns, you would need to create a shared filter in the sheet itself that will show rows where (for example) [Column A] has any of current user "or" [Column B] has any of current user. Then you would apply this filter in the Dynamic View.
To allow managers to see their employees' rows, the manager would also need to be listed on each row that they need to see.
Answers
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Exploring a different option, by filtering the report to the Column "has any of" current user
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To accommodate multiple contact type columns, you would need to create a shared filter in the sheet itself that will show rows where (for example) [Column A] has any of current user "or" [Column B] has any of current user. Then you would apply this filter in the Dynamic View.
To allow managers to see their employees' rows, the manager would also need to be listed on each row that they need to see.
