Dynamic View Sharing to Non-Users
aprkns
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I sent a Dynamic View link to clients that are not Smartsheet users. When they click on the link, a message pops up saying "Dynamic View URL not Found." Things to note:
- Contacts are assigned in a column in the sheet, and the "Restrict View by Current User" option in Dynamic View settings is set to restrict by that column.
- Contacts were shared to the Dynamic View via Smartsheet's groups feature.
- I created a test line in the sheet and Dynamic View is working fine on my end.
- Clients have tried using different browsers, but the issue persists.
Am I missing something? Thank you.
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Answers
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Hello @aprkns - We use Dynamic View in the way you are describing, here's how we do it:
- If you have Safe Sharing enabled, make sure the external user's email address is added to your Safe Sharing list
- Create a GROUP, and add the external email address as a member of that group
- Share the Dynamic View with the group
- Share the underlying sheet or report with the group (although I have not thoroughly tested if this is required)
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Question for those on this thread - I shared dynamic view with a non-user, safe email, but he is told he has to login to Smartsheet - create an account. Is there a way for him to see the info without creating an account?
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