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Dynamic View Tools Visible in Smartsheet Navigation

gregdinardo

Any Dynamic View made available to a Smartsheet user should be visible via the navigation pane accessible within Smartsheet itself. Currently users are forced to access Dynamic View separate from Smartsheet to access those tools, and we'd like to make transitioning between Grids/Reports/Dashboards and Dynamic View a more seamless experience. Hosting links on Dashboards is the current workaround, but it still adds unnecessary clicks for users.

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Comments

Paul Newcome

@gregdinardo You can use a web content widget on a dashboard to display the Dynamic View there. Users can even interact with the Dynamic View directly in the dashboard without having to navigate anywhere else.

gregdinardo

Thanks for the note about the web content widget! I think for at least some of the users that may be an excellent solution. We tend to run into trouble in areas where the users are fundamentally different because the Dashboard is for a supervisor audience and the Dynamic View is an edit tool for select staff. It was previously done with a Report view they could edit, but that requires access to the underlying Grid. It feels like right now we have a whole bunch of options that give us 90% of what feels perfect

Paul Newcome

@gregdinardo There have been times I have created dashboards solely for a Dynamic View. A little bit of time up front and some creativity with Title widgets across multiple dashboards can make it look like clicking "buttons" on the dashboard is switching between different Dynamic Views.

That coupled with separate dashboards for supervisors could help with the role differences.

gregdinardo

Thanks, Paul! I really like that idea!