How to set up filtered view with different user?

Melody Yang

Hi, I’m managing a Smartsheet where multiple users submit requests, and I’d like to configure it so that each requester can only view the rows they submitted—not the entire sheet.

Specifically, I want each requester to see only their own requests based on a “Submitted By” or similar contact column.

For example, if David submits two requests, when David logs in and he will only see the two requests he submitted, not the entire sheet.

Thank you!

Darren Mullen

@Melody Yang Yes, you can use a sheet filter, or tie the Dynamic View to a report source, and the report source will filter it out.

Darren Mullen

@Melody Yang You can filter to "Current User". Now, they will still be able to see other people's request, meaning it isn't private.

To fully lock it down you'd need Dynamic View or WorkApps, or a 3rd part solution.

Melody Yang

Hi @Darren Mullen ,

Thanks for answering my question. If I were to set it up in Dynamic View, do you know how I can set up? I don't see a function that I can filter out by Submitted By or Contact column.

Thanks,

Melody

Darren Mullen

@Melody Yang Yes, you can use a sheet filter, or tie the Dynamic View to a report source, and the report source will filter it out.

Melody Yang

@Darren Mullen ,

so that would mean the requester have access to the report sheet? I think I got it. thank you