Locking Rows in Dynamic View

Andrea Mayer

Hello,

I currently have a report in Dynamic View that is used by project leaders to update monthly financial data. I understand how to set specific fields to read-only but not entire rows. In the screenshot below, I would like to lock the "Target" ROW (highlights in blue) but would still like the project leaders to be able to make updates in for each month in the "Actuals/Forecast" row. Is this possible? If so, how?

Thanks,

Andrea

Andrea Mayer

Hi all - I've found a workaround and no longer need an answer to this. Thank you!

Paul Newcome

With conditional logic in Dynamic view, it would not be the entire column that is locked. Only for rows that meet the criteria. It would be on a row by row basis depending on the data in the other cells within that row that determines whether that column in that row can be edited or not.

Paul Newcome

Have you tried locking the row in the actual sheet?

Andrea Mayer

Hi Paul - yes, it is locked in the sheet but that doesn't pull into Dynamic View.

Andrea Mayer

Andrea Mayer

Hi all - I've found a workaround and no longer need an answer to this. Thank you!

Paul Newcome

Are you able to post the workaround so that others searching for a similar solution can know that one may be found here?

Paul Newcome

When going through the details panel, you can set specific columns to read only, and you can also leverage conditional logic within the details panel.

Andrea Mayer

Hi Paul,

I do not want to lock entire columns, because I still need specific fields within those columns to be editable. I have not found a way for the conditional logic to help with this scenario.

The workaround I have found is a little clunky but works for what I need. A field in Dynamic View is locked if it is a formula in the source sheet. For each of the fields that I need locked, I have manually entered and "=" in front of each figure. This still shows the same figure in the source sheet and ensures users cannot edit those fields in Dynamic View. This also ensures the other fields within that column are also still editable.

Thanks,

Andrea

Paul Newcome

With conditional logic in Dynamic view, it would not be the entire column that is locked. Only for rows that meet the criteria. It would be on a row by row basis depending on the data in the other cells within that row that determines whether that column in that row can be edited or not.

Andrea Mayer

I'll test this out. Thanks Paul!

Paul Newcome

Happy to help. 👍️

I personally have leveraged this so that people could see upcoming due dates but could only update the "actual" date for the current stage. So if we have stages 1 - 5, you can use the conditional logic to say that if the current stage is 1, show "Stage 1 Actual" as editable, but then show stages 2 - 5 "due" as read only. Then the next one is if the current stage is stage 2, then show "Stage 2 Actual" as editable and stages 3 - 5 "due" as read only. This is will work on a row by row basis and basically limit which columns can and cannot be edited based on the current stage.