Overview of Views

• A View is a slice of the data on a tab in your SecureSheet that is designed with specific columns visible for the user(s) of that view. 
• For each column in a view, you specify whether or not the user(s) can updated or just view data in each column they may see.  
• A View also controls the filtering of the data that each user is given permission to access in the view.
• Each tab in your SecureSheet may have multiple Views.

You have the flexibility to design as many different views of the columns in the sheet as you need for the people in your organization who may need to see different slices of the data.

For instance, you may have many columns in your spreadsheet that are for compensation planning administrative use only and never need to be shown to your planning managers (end users). You may hide those columns from your end users as needed. 

Setting Up Views

When you create a SecureSheet for the first time, you follow the process for setting up Users-Views to document the design of your Views and identify the security parameters for the users who will have permission to each view that you design.  You have to be an administrator to set up and maintain Views in SecureSheet.

After your SecureSheet is created, you may set up and manage the Views in it. The main tasks are:

• Column Settings in Views
• Setting Maximum Rows for a View
• Properties of a View
• Add an Approve or Submit All Link to a Column
• Adding a new View
• Copying an existing View
• Editing a View
• Deleting a View
• Changing the Name of a View
• Set Up an Add Rows View
• Set Up a View to Import or Paste Values Into
• Set Up a View to Export Values
• Set Up a View to Export with Formulas
• Set Up a Summary View

• Verify User Views

• Using Special SecureSheet Filters in a View
• Find the SecureSheet ID for Advanced Filters

Video Resources:

• Standard Administrator Views in a SecureSheet
• Adjust Column Settings in Views