Dynamic View

Tracy Carfora
Tracy Carfora ✭✭
edited 02/27/24 in Add Ons and Integrations

How do I create Dynamic View on a sheet in a workspace that has multiple points of contact? I want each user to only be able to see their own information. When I go into Dynamic View, I don't have an option under "restrict view by current user" other than the "no restricton" default.

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭✭

    Hi @Tracy Carfora


    If you've contact list columns in your sheet (multi select or single), you will see the names of those columns in the Restrict View by Current User option. You can then select the column that needs to drive the view.

    Thanks,

    Aravind GP| Principal Consultant

    Atturra Data & Integration

    M: +61493337445

    E:Aravind.GP@atturra.com

    W: www.atturra.com

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Tracy Carfora

    I hope you're well and safe!

    You'd add a filter to the sheet.

    Something like this.

    Then, you'd use the Restrict view by sheet filter option in Dynamic View.

    Did that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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