Dynamic View: Separate Forms for New vs Edit Needed

jessica.smith

It would be nice to be able to set up two separate forms in Dynamic View. I frequently run into scenarios where I want the user to enter specific fields when they add an item to the sheet, but I only want to allow other fields to be edited once an item has been added.

For example. I created an annual leave tracker and want the interface for the user to be via Dynamic View. I want the employee to submit time off requests by selecting "New" and creating a new row on the sheet. For this, I need to configure my details pane to have a number of required fields.

Once it's been submitted for approval, I only want them to be able to cancel the ticket. I do not want them to make any other changes. Ideally, I could create a different Details Pane configuration where all fields are read-only except for the "Cancel" field.

I've attempted to use logic as a workaround, but so far this approach has not worked for me.

Genevieve P.

Hi @jessica.smith

What I would do in this instance is set up a regular Smartsheet Form on the underlying sheet to submit the new rows. This way you can surface all the fields you want!

Then after submission, have the form load the Dynamic View. From here, they can only edit what you want them to on the side panel.

Both Form and Dynamic View could be hosted in either a Dashboard or Workapps or Collection, if you want them surfaced in the same place.

Cheers,
Genevieve