Giving Users Access to Their Dynamic View

Steven Stikons
Steven Stikons ✭✭
edited 06/14/22 inAdd Ons and Integrations

How do I give the users I've "named"/shared to in a Dynamic View access to that Dynamic View? Do I copy and paste the Dynamic View URL and send it to them, or is there another way?

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Answers

  • Kimberly Loveless
    Kimberly Loveless ✭✭✭✭✭✭

    I typically send and email with the view URL as you described above. I believe the views should just show when they open the app but I have found that sometimes they need to access it via the URL first for it to appear.

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  • Steven Stikons
    Steven Stikons ✭✭

    Thank you, Kimberly.

    I thought that sharing the URL should work and you confirmed this, but for some reason they are getting errors that the url doesn't exist.

    Maybe I'm using the wrong URL? Are you using the URL for the view screen itself?

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disregard. support reminded me you initiate the connection to the app from the app, then it appears in the list of apps in smartsheet.<\/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":108349,"type":"question","name":"Automate attachments or links from Onedrive to row in sheet (or vice versa)","excerpt":"Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may require multiple submittals to various agencies to obtain approval. To track all of this we have a submittal tracker sheet in Smartsheet for each…","snippet":"Context: (sorry its long!) We are an small AEC firm with 100's of active site design projects. Each project wil have plans prepared by multiple disciplines. Each discipline may…","categoryID":343,"dateInserted":"2023-08-01T15:01:48+00:00","dateUpdated":null,"dateLastComment":"2023-08-02T13:16:38+00:00","insertUserID":137695,"insertUser":{"userID":137695,"name":"Tim Starkey","url":"https:\/\/community.smartsheet.com\/profile\/Tim%20Starkey","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!uolS96T7mzo!84NRtwSFw3o!n5WODiM4TKP","dateLastActive":"2023-08-02T20:44:37+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":126351,"lastUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-02T20:45:50+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":27,"score":null,"hot":3381886106,"url":"https:\/\/community.smartsheet.com\/discussion\/108349\/automate-attachments-or-links-from-onedrive-to-row-in-sheet-or-vice-versa","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108349\/automate-attachments-or-links-from-onedrive-to-row-in-sheet-or-vice-versa","format":"Rich","lastPost":{"discussionID":108349,"commentID":388459,"name":"Re: Automate attachments or links from Onedrive to row in sheet (or vice versa)","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388459#Comment_388459","dateInserted":"2023-08-02T13:16:38+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-02T20:45:50+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T20:44:35+00:00","dateAnswered":"2023-08-01T22:12:38+00:00","acceptedAnswers":[{"commentID":388353,"body":"

@Tim Starkey<\/a> I have two potential options you could investigate to see if they meet your needs:<\/p>

  1. Data Shuttle: You mentioned you work for a small company and already use SCC. If it's been a while since you talked with your account rep, I suggest contacting them just to see what they can offer. I've seen them offer much more attractive pricing to small companies lately. (One company I'm working with was able to upgrade to Advance for a fraction of what they were quoted a few years ago.)<\/li>
  2. Zapier. https:\/\/zapier.com\/apps\/smartsheet\/integrations\/excel--onedrive<\/a><\/li><\/ol>

    www.linkedin.com\/in\/juliefortney-pmp-smartsheetpartner-lssblackbelt<\/a><\/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":108270,"type":"question","name":"Hiding Row Comments in a report in Portfolio Workapp\/Project Workapp","excerpt":"Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I have hid the comments column in my report but my my external partners are still able to with view access to click on the view details pane and…","snippet":"Hello all, Does anyone have any ideas on how I might be able to hide row comments in a report that is in an individual project Workapp within a control center Portfolio Workapp? I…","categoryID":343,"dateInserted":"2023-07-28T18:01:06+00:00","dateUpdated":null,"dateLastComment":"2023-08-01T18:07:36+00:00","insertUserID":11482,"insertUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":11482,"lastUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":43,"score":null,"hot":3381481722,"url":"https:\/\/community.smartsheet.com\/discussion\/108270\/hiding-row-comments-in-a-report-in-portfolio-workapp-project-workapp","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108270\/hiding-row-comments-in-a-report-in-portfolio-workapp-project-workapp","format":"Rich","tagIDs":[466,578,580,581,582],"lastPost":{"discussionID":108270,"commentID":388266,"name":"Re: Hiding Row Comments in a report in Portfolio Workapp\/Project Workapp","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388266#Comment_388266","dateInserted":"2023-08-01T18:07:36+00:00","insertUserID":11482,"insertUser":{"userID":11482,"name":"Lori Khoury","url":"https:\/\/community.smartsheet.com\/profile\/Lori%20Khoury","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-03T04:35:14+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-02T11:58:51+00:00","dateAnswered":"2023-07-30T03:51:38+00:00","acceptedAnswers":[{"commentID":387963,"body":"

    Hi Lori Khoury,<\/p>

    I got 2 ideas :<\/p>

    1. Build a Report that refer to all project sheets (as source sheets) and setup \"As current user\" filter, then embed that Report to a Dashboard (with Viewer mode setting is \"Their own perspective\" in Dashboard). The viewer will not see only data regarding to them without the comment column.<\/li>
    2. Build a Report that refer to all project sheets (as source sheets) and build a Dynamic View (DV) that refer to this Report (as source data) and setup :
      1. \"As current user\" filter in this DV for external stakeholders to see only data regarding to them. <\/li>
      2. Hide comment<\/li><\/ol><\/li><\/ol>

        This will save your effort to build many DV for different stakeholders<\/p>

        Hope that helps<\/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":466,"urlcode":"control-center","name":"Control Center"},{"tagID":578,"urlcode":"portfolio-workapp","name":"PORTFOLIO WORKAPP"},{"tagID":580,"urlcode":"workapp","name":"workapp"},{"tagID":581,"urlcode":"comments","name":"comments"},{"tagID":582,"urlcode":"global-updates","name":"global updates"}]}],"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":631,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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