Dynamic View Requests

moraki
moraki ✭✭
inAdd Ons and Integrations

Hello!

I am using Dynamic View in order to show different information to different users. At the same time, I want to be able to send Update Requests to those users so they can edit fields. The Update Request email, that is sent through the Workflow I have set up in the Master Sheet, can contain a button that reads "Go to the Sheet". I would love to use this button, but to have it go to the Dynamic View I have set up, instead of the Sheet. Is that possible? If so, how can I link the "Go to the Sheet" button in Update Request emails with my Dynamic View?

If it is not possible, I am interested in other ideas or workarounds that will let me do what I need.

Thank you!

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Unfortunately that space is there no matter what you do.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":80658,"type":"question","name":"Share Data Shuttle Workflows?","excerpt":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on leave, to enable other to run the workflow.","snippet":"When someone creates a workflow in Data Shuttle to import data from a CSV file, how can we share this with other team members to support and adapt if required? Also if they are on…","categoryID":343,"dateInserted":"2021-06-24T11:58:10+00:00","dateUpdated":"2022-06-14T14:38:17+00:00","dateLastComment":"2023-07-26T09:52:20+00:00","insertUserID":136915,"insertUser":{"userID":136915,"name":"Matthew LeMasonry","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Matthew%20LeMasonry","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!xxPR8TjJ4fw!w4dRvyDxgzQ!O-caq5LjOWH","dateLastActive":"2023-07-27T13:22:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":91566,"lastUserID":162750,"lastUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":985,"score":2,"hot":3314905830,"url":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/80658\/share-data-shuttle-workflows","format":"Rich","lastPost":{"discussionID":80658,"commentID":387106,"name":"Re: Share Data Shuttle Workflows?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387106#Comment_387106","dateInserted":"2023-07-26T09:52:20+00:00","insertUserID":162750,"insertUser":{"userID":162750,"name":"GMD","title":"GMD","url":"https:\/\/community.smartsheet.com\/profile\/GMD","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/n65S9PRP4PA0M.png","dateLastActive":"2023-07-28T11:59:16+00:00","banned":0,"punished":0,"private":true,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2021-07-20T15:45:32+00:00","dateAnswered":"2021-06-25T08:39:19+00:00","acceptedAnswers":[{"commentID":296093,"body":"

Hi @Matthew LeMasonry<\/a> <\/p>

No, it currently isn't possible to share the Data Shuttle workflow configuration with another account. The set-up for that workflow is associated with one account. (Please let our Product team know of your feature request by filling in this form, here!)<\/a><\/p>

That said, many team members will be able to trigger<\/em> that workflow, depending on what that trigger is. For example, if the workflow is based on an attachment, any user can upload the attachment for the workflow. Does that make sense?<\/p>

If you are looking to transfer workflows because a user has left the organization, you could potentially update the Primary email address associated with the account that owns the configurations. This will allow you to gain access to the Data Shuttle workflows from the new email. Keep in mind this would need to be an email that does not currently have a Smartsheet account. See: Admin Center: Add, Edit, and Delete Individual Users with User Management<\/a><\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":2},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":107864,"type":"question","name":"Anyone else having issues with Calendar App not Downloading PDF of entire calendar?","excerpt":"I have been on the phone with Smartsheet support this week but we have been unable to figure out what could be causing this issue. I am finding that the Calendar app is only Downloading one page of a PDF, cutting off any information that would be on the subsequent pages. Example below You can see the bottom four lines,…","snippet":"I have been on the phone with Smartsheet support this week but we have been unable to figure out what could be causing this issue. I am finding that the Calendar app is only…","categoryID":343,"dateInserted":"2023-07-20T16:17:45+00:00","dateUpdated":null,"dateLastComment":"2023-07-25T16:28:06+00:00","insertUserID":156581,"insertUser":{"userID":156581,"name":"Macorne","url":"https:\/\/community.smartsheet.com\/profile\/Macorne","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T17:22:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"updateUserID":null,"lastUserID":156581,"lastUser":{"userID":156581,"name":"Macorne","url":"https:\/\/community.smartsheet.com\/profile\/Macorne","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T17:22:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":49,"score":null,"hot":3380173551,"url":"https:\/\/community.smartsheet.com\/discussion\/107864\/anyone-else-having-issues-with-calendar-app-not-downloading-pdf-of-entire-calendar","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/107864\/anyone-else-having-issues-with-calendar-app-not-downloading-pdf-of-entire-calendar","format":"Rich","tagIDs":[449],"lastPost":{"discussionID":107864,"commentID":386931,"name":"Re: Anyone else having issues with Calendar App not Downloading PDF of entire calendar?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/386931#Comment_386931","dateInserted":"2023-07-25T16:28:06+00:00","insertUserID":156581,"insertUser":{"userID":156581,"name":"Macorne","url":"https:\/\/community.smartsheet.com\/profile\/Macorne","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-27T17:22:01+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/JTO6PBQV26S0\/pdf-cutoff-png.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"PDF cutoff.PNG"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-25T16:27:54+00:00","dateAnswered":"2023-07-25T12:38:16+00:00","acceptedAnswers":[{"commentID":386813,"body":"

Hey @Macorne<\/a> <\/p>

I checked in with our Support team and they confirmed that two other users had reported a similar behaviour as well. Thank you for your patience and persistence as we looked into this!<\/p>

We've since had confirmation that there has been a fix in the Print behaviour for the Calendar app as of this weekend. Please try again and let us know if this has now been resolved for you. <\/p>

Cheers,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":449,"urlcode":"calendar-app","name":"Calendar App"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":627,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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