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Can Free Users add or edit records via the details pane of a Dynamic View?
Perhaps I've set my Dynamic Views up incorrectly, but it doesn't seem that our free users are able to add or edit records via the Dynamic View. Am I missing something?
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How to easily download dynamic view details tab?
Hello! I have a dynamic view in a report that spans across 4 sheets. I have the details tab in the dynamic view that has most of the columns in there but I use the details tab because some of the column names are cut off because of the text limit. I want to download all the fields in the details tabs since the names aren't…
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view as other user in dynamic view
I'm renewing the settings for our portfolio of dynamic views and doing some clean up. As I complete these tasks, I'd like to be able to "view as Amber" or "view as Anthony" so I can ensure my end users are having the experience I believe I've designed. Right now I'm temporarily assigning myself or having a colleague take…
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can you "view as" in dynamic view set up?
I'm renewing the settings for our portfolio of dynamic views and doing some clean up. As I complete, I'd like to be able to "view as Amber" or "view as Anthony" so I can ensure my end users are having the experience I believe I've designed. It feels like this is an obvious feature, but I don't see a way to do that. Am I…
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Merged: Dynamic View - Sheet Attachments
This discussion has been merged.
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Dynamic View Attachments
Would like to be able to include attachments (add/view) in Dynamic View.
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Dynamic View Shared User Email Issue
Hello, I can add an email to Dynamic's View Shared User box and save, but when I exit or navigate out of Sharing the email does not stick and is no longer saved. I cannot seem to get this email to save/stick in the Shared Users box. I can save other emails and they will remain once I navigate out but not this one specific…
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Column level permissions
Since there aren't column level permissions, I tried Dynamic view, which would work great if we could utilize proofing with Dynamic View, which is not possible. I have columns a specific group of users should NOT be able to edit on my sheet. However , I utilize proofs. Does anyone have a creative solution to not allow the…
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Dynamic View Access help
Hi all, I have a sheet called performance appraisal tracking that holds a bunch of information about a dept, an employee in that dept and the step they are currently on in the performance appraisal workflow. Now that the review period is over I've been asked to create a report where department heads can see (next time we…
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Need help finding a way to create an enrollment or disenrollment form automatically.
Currently we have a form that adds rows and "dealers" onto a program. I have been having issues finding a way to make that form or a separate form have a way to allow a drop down of the enrolled "dealers" where they can choose and add a reason request for that removal. If it is approved then have that modified row move to…