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"Open in Smart View"

edited Feb 18, 2025 6:30PM in EPM Platform and Freeform 4 comments

Issue Description:

When selecting "Open in Smart View," the data automatically opens in the most recently used Excel file. 

While this is generally problematic, it becomes a significant security risk when two users with different access levels are working in the same file. In these cases, security restrictions are not enforced, and a user who should not have access to certain data is able to view it.

 

Ideally, Smart View should always open in a new Excel file by default, instead of appearing in an already open file.

Could you please assist with resolving this issue or suggest a possible workaround?

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