How do linked records behave in shared views in SmartSuite?
Linked records in SmartSuite are a powerful feature that allows users to connect data across tables. However, their behavior in shared views—especially public views—has specific limitations that users should be aware of.
Visibility of Linked Records in Shared Views
Linked records and lookup fields will appear in a shared view if the corresponding fields in the linked record have the appropriate field permissions. If the permissions on the linked fields are more restrictive, the information will not be visible in the shared view. This ensures that sensitive or restricted data remains protected when sharing views publicly.
Linked Record interactivity in Public Shared Views
Public shared views are designed to provide a read-only snapshot of the data. While you can share both the main view and the table being linked to, the ability to interact with linked records—such as clicking through to view their full content—is not supported in public views. This limitation is intentional and aligns with the design of shared views to prioritize data security and controlled access.
Best Practices for Using Shared Views
Ensure that all permission levels are appropriately configured for any linked records you wish to display in a shared view.
Use shared views to provide a high-level overview of data while maintaining control over sensitive information.
For more interactive access to linked records, encourage collaborators to log into SmartSuite.
By understanding these principles, you can effectively use shared views to share data securely and efficiently.