Pro/Cons: Teams using Dynamic View vs the Sheet itself

James Wesley

I am looking for your thoughts about teams using Dynamic View vs going directly to the sheet itself to add new line items and editing. Reason for the asking is that I have some teams that are used to working with Excel to manage their list of activities and the quick copy/paste abilities you have there. In Dynamic View, you're locked with the side panel form for new and editing steps. BUT in the main sheet you have the possibility of data integrity issues and it not being able to require certain fields to be completed (like in a form...required element).

What are your pros/cons of using either?

Andrée Starå

Hi @James Wesley

I hope you're well and safe!

The sheet is much more flexible and adaptable, so if possible, I'd recommend using it, but if you need to compartmentalize and have it more locked down, Dynamic View would be the choice, or WorkApps.

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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James Wesley

Thank you @Andrée Starå for chiming in! Why do you suggest WorkApps as a third option?

James Wesley

@Andrée Starå - Further comment about Workapps. I see that you can add groups and/or individuals to view specific resources like a sheet, but I'd need to further refine what each person in that group can view (edit and add additional line items) within a sheet. For example, I'd like the data that's assigned to the individual viewing the sheet to ONLY see their data in the 'Owner' column, sort of what Dynamic View can do. I am not seeing this option, but is this achievable?

James Wesley

https://community.smartsheet.com/discussion/comment/357688#Comment_357688

And in playing around, I've embedded a Dynamic View, but the Editor option is not available...just Viewer and Hidden. :(