Hi. I'm trying to add a field logic in Dynamic View. However, I am not able to pull any field in the select column section. I understand that the field logic only applies to columns with a drop-down menu but I am not able to select those fields.
Oh well-done! I'm glad you were able to figure out the issue.
In regards to saving it, you'll need to add a title to this Rule, first. (Right now it has the greyed out "Rule #1", but it will need a custom title).
Let me know if this now configures your View how you'd like.
You're correct, the Field Logic area of Dynamic View relies on dropdown lists and symbol columns. This can include multi-select columns, but it does not apply to Contact columns.
Can you confirm that the underlying sheet includes dropdowns and/or symbols? It would be helpful to see a screen capture of your underlying sheet, identifying each column type, but please block out sensitive data.
Hi @Genevieve P.
My objective is to use field logic to hide some columns depending on the contact's unit. For instance, if John B. accesses the sheet, the Unit name will be Alpha. If the Unit field shows Alpha, then a set of columns should be hidden.
BTW, Dynamic View is using a report that is built based on the source sheet. The source sheet includes a column called Units that includes a dropdown list.
Is it possible to apply that logic in Dynamic View?
Does the Report also include this "Units" column, or is it only in the Sheet?
The Field Logic will only hide fields in the Details pane, based on what's in the row, but it won't hide content showing in the main View. However yes, if the Report has this Unit column you should be able to set it up so that only certain fields show in the Details panel when a dropdown value is in a specific state.
@Genevieve P. Yes. The report has the Unit column. Thank you for reminding me to double-check. I am using 2 sheets in the report. They both have the same column. However, one sheet had the Units column with a dropdown list, and the other did not. I fixed that, and the column has dropdown lists on both sheets.
I refreshed the dynamic view. I am able to select the column and create the logic. I am not, however, able to save it!!!
@Genevieve P. Awesome! it worked. Thank you so much!
Wonderful! I'm glad we got there in the end 🙂
I have created a Data Shuttle upload, with no filters, to replace rows on my Smartsheet destination sheet. I discovered that all rows were not being added to the destination sheet. Debugging narrowed the problem down to the contents of one column. In Smartsheet, the column is formatted as Text/Number. In Excel for testing,…
We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based on the job number. This means that our admins have to add the job number to every single new report filter when they set up a project. Can Bridge…
Hi, Can dynamic views be accessed on smartphones/mobile devices? I don't see this option on the app.
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2023. All Rights Reserved Smartsheet Inc.