Sharing "Board" view and restricting visibility to current user

Is it possible to share a sheet using the 'Board' View while restricting visibility so that only the current user can see their own data? I'm looking for a way to ensure that other users can't access or view each other's information in the Board view. I've tried Dynamic View, but not sure how to set the view to Board View.

Answers

  • kowal
    kowal Overachievers Alumni

    hi @Christopher S,

    The easiest and the fastest way would be always Dynamic View because you can really restrict the filters etc.

    In the board view on smartsheet people can always change the filter and see other stuff but I guess you want to have a cardview like.

    So the only option would be to Setup Workapps in Workapps you can by default choos the filter Assigned To: of current user and they will not be able to change the filter.

    Hope this helps.

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  • Thanks, @kowal —makes sense. I'll create in Workapps since we don't want users to change filters.