Dynamic View and Updates

Rocky

Hello,

I have one tracker where all requests are received and actioned. I have two dynamic views set up so that all internal employees can view the progress at any time and the other is client specific. Somehow, the client specific dynamic view is not updated with that client's latest submission and I don't understand why. The Internal DV displays the latest entry, yet the client's does not. Settings are similar, except that the client's is domain based login.

Can anyone give me some guidance on how to ensure that the latest entries to the main tracker are populated into the client specific DV. I am not linking to a sheet filter and don't plan to do this in the near future as I have over 40 clients and would need to automate 40 sheets..

Thank you!

Andrée Starå

Hi @Rocky

I hope you're well and safe!

Strange!

If they are similar, it should work.

Can you maybe share some screenshots of the Dynamic Views setup? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

Rocky

DV Internal General.png

DV Internal Sharing.png

DV Partner General.jpg

DV Partner Sharing.png

Thank you for your response. I've attached 4 items for you which pertain to the Dynamic View Settings for both URLs and their respective displays. PLMK if I need to provide more screenshots. Thank you!

DV Internal Tracker Listing.png

DV Partner Listing.png