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How can I create a Dynamic View to show contact field information by hoovering over the contact?
In a regular sheet, when you hover over a contact field it will show the contact's information. (Email, Phone etc). Is there a way to create a Dynamic view to all be able to display the contact field's information by hovering over it?
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Parent/Child/Ancestor Relationship to Referral Source, Client & Team Member
I am trying to make a relationship between the referral sources who have many referral agents in different counties who refer us clients which are handled by our team members. We track the clients compliance documents in smartsheets. The team member has a set of compliance information we track as welll. They are associated…
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Anyone else having issues saving in Dynamic View?
I've been having issues with dynamic view recently. It won't let me save anything. the save button just stays greyed out. There are no fields marked as required and the field I want to update, lets me click on the box but just not save. Any thoughts?
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Why does a Dynamic View Text Box not allow user to scan a QR code as input.
Smartsheet Android App allows the user tools to populate a field such as Lat/Long, QR Scan, photo, image file. But when you go into WorkApp and have a text box to input data you don't get the QR Scan option, even when you expand the input options. Extract Text is there, but we want a user to scan a QR code on an item in…
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Dynamic Views in Control Center
Would be great to have the ability to add Dynamic Views to a blueprint definition. Primary use case is the 'current user' scenario. Example: I have a project plan that I don't want to give shared edit access to but want project team members to be able to provide updates to their assigned tasks. Creating a Dynamic View…
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Using a filter to show information in dynamic view.
I am very new to Smartsheets so I hope i'm able to make this make sense… I would like to create a dynamic view the populates based on a selection from a drop-down list. Specifically, I want site managers to access information about their site by selecting the site name from a drop-down. We have lots of site managers but…
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Dynamic View Safe Sharing now generally available!
Hi Community, In support of enterprise security, we are integrating Dynamic View with Smartsheet Safe Sharing capabilities to ensure Dynamic Views can only be shared to users and domains that are approved by the customer’s Safe Sharing list. Admins now have added assurance that views are only being shared with trusted…
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Dynamic Views by row with data from row
Hi I'm trying to create my first Dynamic View. I want to create a dynamic view that allows the person listed in the "viewer" column to be able to view the row. Basically the person would complete a form where they identify themselves as the viewer (I have a helper column that turns them into a contact) These will mostly be…
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Embedded Dynamic Views in a Dashboard... errors...
Not sure if anyone else has similar experiences but I was trying to build a Dashboard with multiple Dynamic Views embedded into the Dashboard. Using the Web Content Widget, I copied and pasted my DV URL into the field but would continuously receive this error: Any help links within Smartsheet and all Google searches kept…
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Date Format Options within Dynamic View Details Panel
Would like the option of utilizing different formats for entering date values within the Dynamic View details window. Currently the only option is a standard MM/dd/yy. When non-tech users enter birthdates etc. they often enter the last 2 digits for the year and the date defaults to 2000's creating issues. As an example…
