Multiple User Views on Dynamic View

Alyssa Tisone

I am creating a dashboard that contains Dynamic View. Is there any way to create multiple views for different contact lists?

I know that dynamic view can be based off of a contact list or group, but is it possible to have a "view all" for someone higher level? So a manager can see the entire list while a lower level can only see what is assigned to them? Thanks!

Genevieve P.

Hi @Alyssa Tisone

No, the view will be restricted by the settings you configure when you edit/build the view for all users. This means that if you restrict it by "current user" based on a contact column, if the manager is not selected in that cell they will not be able to see those rows.

There are a few different ways you could provide them this type of view/information though!

If you only want to work within this one specific View, you could have a multi-select Contact Column that always has the manager selected in with the contacts they oversee.

However, potentially the most simple thing to do would be to share the source sheet with the managers. This would allow them to see all rows while the lower level would use the Dynamic View to have a specific, filtered view without access to the main source sheet. You can link to that sheet in a quick link for them to access from the dashboard. Would that work for you?

Cheers,

Genevieve

Genevieve P.

Hi @Alyssa Tisone

No, the view will be restricted by the settings you configure when you edit/build the view for all users. This means that if you restrict it by "current user" based on a contact column, if the manager is not selected in that cell they will not be able to see those rows.

There are a few different ways you could provide them this type of view/information though!

If you only want to work within this one specific View, you could have a multi-select Contact Column that always has the manager selected in with the contacts they oversee.

However, potentially the most simple thing to do would be to share the source sheet with the managers. This would allow them to see all rows while the lower level would use the Dynamic View to have a specific, filtered view without access to the main source sheet. You can link to that sheet in a quick link for them to access from the dashboard. Would that work for you?

Cheers,

Genevieve