在动态视图允许多个联系人"Restrict view by current user"

Rick Benton

Summary: Allow the admin to select multiple contact lists in Dynamic View when restricting what the current user can see.

I currently have a portal for our various locations to report temporary issues. A good example of this are the recent hurricanes in Florida. Currently, the Dynamic View only allows the submitting contact to modify their existing submissions. I have a request from users to allow the area manager the ability to do the same for all their locations. While I can work around this by having different views for each contact list, this can get confusing for the users and harder to admin. I tried to combine the two contacts for each row into one joined contact list but this doesn't work either.

Andrée Starå

Hi@Rick Benton

I hope you're well and safe!

You could restrict the view by a filter instead that is set up with the current user for multiple contact columns instead.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå| Workflow Consultant / CEO @WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community bymarking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

mck_mthomas

Hi @Rick Benton<\/a> <\/p>

I hope you're well and safe!<\/p>

You could restrict the view by a filter instead that is set up with the current user for multiple contact columns instead.<\/p>

Would that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>","bodyRaw":"[{\"insert\":\"Hi \"},{\"insert\":{\"mention\":{\"name\":\"Rick Benton\",\"userID\":119821}}},{\"insert\":\" \\nI hope you're well and safe!\\nYou could restrict the view by a filter instead that is set up with the current user for multiple contact columns instead.\\nWould that work\\\/help? \\nI hope that helps!\\nBe safe, and have a fantastic weekend!\\nBest,\\n\"},{\"attributes\":{\"bold\":true,\"link\":\"mailto:andree@workbold.com\"},\"insert\":\"Andrée Starå\"},{\"insert\":\" | Workflow Consultant \\\/ CEO @ \"},{\"attributes\":{\"bold\":true,\"link\":\"https:\\\/\\\/workbold.com\\\/\"},\"insert\":\"WORK BOLD\"},{\"insert\":\"\\n✅\"},{\"attributes\":{\"italic\":true},\"insert\":\"Did my post(s) help or answer your question or solve your problem? Please support the Community by \"},{\"attributes\":{\"italic\":true,\"bold\":true},\"insert\":\"marking it Insightful\\\/Vote Up, Awesome, or\\\/and as the accepted answer\"},{\"attributes\":{\"italic\":true},\"insert\":\". It will make it easier for others to find a solution or help to answer!\"},{\"insert\":\"\\n\"}]","format":"rich","dateInserted":"2023-03-10T12:12:58+00:00","insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-08-26T17:06:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"displayOptions":{"showUserLabel":false,"showCompactUserInfo":true,"showDiscussionLink":false,"showPostLink":false,"showCategoryLink":false,"renderFullContent":false,"expandByDefault":false},"url":"https:\/\/community.smartsheet.com\/discussion\/comment\/366685#Comment_366685","embedType":"quote"}"> https://community.smartsheet.com/discussion/comment/366685#Comment_366685

@Andrée Starå,

Can you provide an example? I am unclear how to add a "current user" filter on a sheet? I get how to create a filter in general, but if I have 3 contact columns...example Manager, District Manager, Area Manager...all of which should be able to see their respective location details...not sure how I can accomplish that with a filter?

Mike