How do I setup the Details Panel for a new submission in Dynamic View

Shannon Rawls
Shannon Rawls ✭✭
edited 06/14/22 in Add Ons and Integrations

I have selected the option to allow new submissions, but there is a note that I need to setup the Details Panel. How do I set it up to only show the required fields for a new entry and not change the other field and logic options I have already setup. When I click on new to add a new item it only shows me the fields for my options to edit the existing fields.


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @Shannon Rawls

    The Panel in Dynamic View will show the same fields whether you are Editing an existing row or Adding a new row (except for the fields hidden by your logic options). These fields are set up in your Details Panel tab:

    If you have different fields you want filled out for a new entry, or perhaps if you have different logic that's needed, I would actually suggest using a Form built from the underlying source sheet as your entry point for gathering the information and creating the row.

    After the form has been submitted, you can set up either a redirect URL to go right to the Dynamic View or add the URL to the confirmation page so your users can click to the View from there.



  • @Genevieve P. is possible for the details panel in a dynamic view to reload the "new item" form upon successful submission of an item?

    My use case is that I will have a single person submitting multiple rows at once. I only want them to see their submitted rows. We were originally using a form which has the ability to reload upon successful submission. But that lacks visibility of what was previously submitted (the user might submit 10+ at a time).

    Dynamic view allowing new submissions is almost perfect for my use case, if I can get the panel to reload for another submission.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @smoakey22

    I hope you're well and safe!

    Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

    Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

    I hope that helps!

    Be safe, and have a fantastic week!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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