Dynamic View - Share to A Group??

Angelina

Hello all.

Our team has a purchase request submission process using a smartsheet form, and then a dynamic view setup so that they can track the status and make updates to their request throughout the life of it. However, I also need managers of each department to have access to these requests. I have created smartsheet groups, but access doesn't seem to be given to them simply by adding the selected group under the Sharing function on a dynamic view. I am wanting to avoid having to add several more columns, along with several automations in order to automatically fill in the correct managers.

Is there a way to share access to a dynamic view to a group? Am I doing something wrong in the Sharing section?

kowal

hi @Angelina

Do you have this option in your dynamic view?

Angelina

Hi @kowal.

I do, and I've tried adding myself to the group to check if it's working, but I'm still only able to see items that I submitted, based on the setup from the General Tab.

kowal

hi @Angelina ,

so the problem is the group itself or lack of ability to add to group?

do you think you can create some group for testing add the colleagues over there (but do not share with them individually) and check what they can see?

I am afraid that if you are member of the group for the view that you created yourself it will always take first you and then you as a group member.

Angelina

@kowal

Thank you so much for the suggestion. I have created a group and added colleagues to test. They confirmed that even though they should be able to see all items in this view, they are not able to see anything. It's blank.

I've attached screen shots of the blank view they're seeing, as well as how I have the view currently setup.

DynamicViewScreenshot.png

DynamicView_setup1.png

DynamicView_setup2.png