How do I create a Smartsheet dynamic view?
- Holland Davis
- Ally Hepp
You must have a Smartsheet license to create new items in Smartsheet.
Navigate to a sheet you’d like to create a new view of. Click "Dynamic View" in the top task bar.
Click "create dynamic view".
A new tab will then be opened.
Click this text field.
Type in whatever you would like to name your dynamic view
Click "View Display"
Select all fields that you would like to display - the display tab controls what will be seen in the sheet format.
Click "Details Panel" - this controls what will be seen in the side panel that pops up when a user selects a particular row in the sheet. This can contain the same information as the grid layout or different info.
10. Click all of the fields you would like to be added to the details panel.
11. Click "Sharing"
12. Click "Save"
13. Click "Add users"
14. Type in the names of the people you would like to have access to this dynamic view.
15. Click "Save as New"
16. Click "OK"