Can I create a form with filters set automatically?

SSK_REGN

I want to create a form wherein the rows are filtered using the logged-in user name. Of course, the underlying sheet has the user name / email as a column. Is there a way to do it, so that when the user comes to the form, he/she only sees the data entered by him/her?

Andrée Starå

@SSK_REGN

You're more than welcome!

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Andrée Starå

Hi @SSK_REGN

When you say form, do you mean a sheet?

Not sure I follow.

A solution that probably would be perfect for this use-case is the premium add-on, Dynamic View.

Is that an option?

More info: 

https://www.smartsheet.com/product/dynamic-view

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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SSK_REGN

I have not used Dynamic View. Can this be used with a form?

Andrée Starå

@SSK_REGN

Yes, but I'm not sure I follow your process.

Can you elaborate?

SSK_REGN

I have a request in-take form wherein many users can login to SmartSheet and enter their IT requests. Now, in the form, the user can navigate back and forth to see ALL entries in the underlying sheet. I want to restrict this to the logged in user only. Does Dynamic Vie help in this?

I know we can set a filter for "current user" on the sheet itself, but it is a share filter and it can be set to "OFF" by user, thereby making it ineffective. I am thinking whether the form itself can have such a filter.

Andrée Starå

@SSK_REGN

Yes, Dynamic View solves, among many things, who have access. Depending on if it's sensitive information, it could also work with a report and current user. Important to note that they could still access the sheet.

Another option could be something that I've developed for clients, it's like a Dynamic View light, but it all depends on the specifics about your process and use-case.

A form can't be filtered, unfortunately.

What do you think? Which method would you prefer?

I'd be happy to discuss further!

SSK_REGN

Thanks for the detailed feedback.. I'll have to check internally whether we have licensed Dynamic View.

Andrée Starå

@SSK_REGN

You're more than welcome!

✅Remember! Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!