Dynamic View Attachments - Different Access Levels

Monica.Buelna

Hello - Is there a way users can see specific attachments using the same dynamic view?

Process Overview: When a form is completed, the data flows to a grid. The admin of the sheet adds additional PII related data manually. Once all data is input, the admin generates a document.

I need two versions of this attachment, one with all fields visible and one with non PII fields visible. I'm thinking I can accomplish this by having two document mappings: one with all fields mapped and one with only non PII related fields mapped. The documents would then be attached to the row.

From here, I'm not sure how to make one attachment visible to one set of users and the second attachment visible to a different audience. I've thought of having the admin copy the row to a different sheet, generating the non PII document on that sheet and tie it to it's own dynamic view, but I'd like to avoid this level of manual work if possible. Are there any security settings or permissions I can use to accomplish this?

Paul Newcome

It would have to be on two separate rows, but the copy part could be as simple as a Copy Row automation that triggers when a new row is added. That way it gets all of the non-PII data before the attachment is made and an automation can be set up in the second sheet to create the document when new rows are added.

Paul Newcome

It would have to be on two separate rows, but the copy part could be as simple as a Copy Row automation that triggers when a new row is added. That way it gets all of the non-PII data before the attachment is made and an automation can be set up in the second sheet to create the document when new rows are added.