We are using Dynamic View to provide external physicians with status visibility on their submissions. The setup is:
- A master sheet with a Contact List column that stores the physician's email for each submission.
- Dynamic View configured with “Restrict view by current user” on that physician email column, so each should only see their own rows.
- The Dynamic View URL is shared externally.
This technically works only if each physician:
- Has a Smartsheet account, and
- Is explicitly added (individually or via a group) to the Dynamic View’s Sharing tab.
Our constraints:
- We receive ~150 submissions per week from many different physicians with many different email domains.
- Security policy does not allow broad domain-based sharing for physician email domains.
- Manually adding every new physician email to a Smartsheet group or to the Dynamic View’s Shared Users list is not scalable for our volume.
- Physicians are getting “You do not have access to view this resource” even when “Restrict view by current user” is set correctly, because they are not yet in a shared group / shared users list.
- Is there any supported way to automatically add new external physician emails to a Smartsheet group or to the Dynamic View’s Shared Users list based on form submissions or sheet data (no manual admin action)?
- Is there any configuration that would allow:
- External physician to access a Dynamic View via link,
- Be authenticated in a way that "Restrict view by current user" can still work,
- Without requiring them to be pre-added as users/groups?
I need to mention that using the API token & python code, bridge, or other 3rd party add-on app is prohibited by my organization.
Any guidance, workarounds, or roadmap information for automating user/group provisioning for this physician Dynamic View scenario would be extremely helpful.
