Dynamic View on multiple exernal user groups
Hi, I'm trying to setup dynamic view where multiple external user groups update data daily. Since data should be limited to each of the groups, how can I setup shared filter to limit only the applicable data that they need to update?
Best Answer
-
You would need to set up a shared filter on the sheet for each of the different vendors. Then you can create a Dynamic View for Vendor 1 and select their shared filter in the first part of the Dynamic View builder. Then you can create a copy of this Dynamic View, adjust the filter for Vendor 2, create a copy, adjust the filter for Vendor 3, so on and so forth.
Answers
-
Do you have a column in the source sheet that indicates which group?
-
Yes, I have a vendor column to identify.
-
You would need to set up a shared filter on the sheet for each of the different vendors. Then you can create a Dynamic View for Vendor 1 and select their shared filter in the first part of the Dynamic View builder. Then you can create a copy of this Dynamic View, adjust the filter for Vendor 2, create a copy, adjust the filter for Vendor 3, so on and so forth.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.4K Get Help
- 394 Global Discussions
- 213 Industry Talk
- 449 Announcements
- 4.6K Ideas & Feature Requests
- 141 Brandfolder
- 132 Just for fun
- 131 Community Job Board
- 453 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 293 Events
- 35 Webinars
- 7.3K Forum Archives