Edit a Dynamic View

Who can use this?

Plans:

  • Smartsheet Advance Package
  • Smartsheet Gov

Permissions:

Smartsheet users in an organization that purchased Dynamic View can create views. Users must have at least Admin permissions on a source sheet or report to create a view from that source. 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

Quickly change your Dynamic View to surface the most important data to users. 

Edit a Dynamic View

Who can use this?

Plans:

  • Smartsheet Advance Package
  • Smartsheet Gov

Permissions:

Smartsheet users in an organization that purchased Dynamic View can create views. Users must have at least Admin permissions on a source sheet or report to create a view from that source. 

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

You can make changes exactly as if you're creating a new Dynamic View. 

  1. Open Dynamic View.
    1. Sign in to Dynamic View with your Smartsheet credentials. 
    2. Select Dynamic View from the top menu of a sheet or report. Then select Manage Dynamic Views. 
    3. Select the Launcher, then select Dynamic View.
  2. Select the view you want to edit from any of the following pages:
    • All Views: Any views you have access to 
    • My Views: Views you own 
    • Shared with Me: Views directly shared with you
    • Shared with Group: Views shared with a group you’re part of 
  3. In the upper-right corner, select the Settings icon.
  4. Make your adjustments and select, Save in the bottom right-hand corner.