Send Dashboard via email - manually and automated workflow

NicoLHC

Jonathan Jordan

What a fantastic idea! This is very much needed.

TomG

https://community.smartsheet.com/discussion/comment/469780#Comment_469780

Thanks Jonathan! I really appreciate the support. I know the Smartsheet Team is actively working on this and hopefully we'll see it soon. It would save so much work!

lisamartin1001

Scheduled send of a Dashboard in the body of an e-mail

Webb_E

I just spent a significant amount of time creating my Smartsheet Dashboard SPECIFICALLY for this purpose! When will this feature become available?!

TomG

https://community.smartsheet.com/discussion/comment/475753#Comment_475753

Thanks for your support @Webb_E ! I appreciate that others still see value in having this functionality. I continue to hope we'll see it soon.

TomG

https://community.smartsheet.com/discussion/comment/476126#Comment_476126

Thanks for your support @lisamartin1001 ! It is great to see the ongoing support for this and I know Smartsheet is watching and working on this. Have a great day!

Alvaro MECH

Hola, soy de Perú, y no solo apoyo, si no que de verdad necesito que se pueda enviar los Paneles Graficos de SS mediante correo electrónico de forma automatizada, ojalá pueda salir lo más pronto posible.

Consulta ¿ hay algún botón donde pueda apoyar esta iniciativa?

Julie Becker

TomG

https://community.smartsheet.com/discussion/comment/477684#Comment_477684

Hi @Alvaro MECH, thank you so much for your support!! Smartsheet has been working on this for some time, and when I talked with them I gained a much better understanding of the complexity of providing us a solution to what seems to be a simple request. If the end solution looks like anything close to what we discussed, I expect folks will like it a lot.

Unfortunately timelines are not shared (understandbly so), so we need to continue to be patient. This feature request is specifically for Smartsheet dashboards. If you want to support this, you can Vote Up on the very first page of this forum, please go add your support. 😀

SSFeatures

Yea from a technical perspective this is a challenging feature to implement, and it's something that I've been playing around with adding into SSFeatures. But I'm hesitant to work on it if the Smartsheet team is actively working on this feature.

There are so many widgets, with lots of different customization options, and each of those would need to be explicitly rendered properly while sending out the email. Definitely a lot of work!

Thanks @TomG for keeping this thread updated!

MHalvey55

This request just came through my company and google searches lead me to this post. Just seeing if there is any movement on this ability or not?

Thanks all!

TomG

Hi @MHalvey55,

Thanks for the interest on this thread. I can assure you Smartsheet is indeed working on this capability, I had another working session with them a couple of weeks ago. As with all new features, there is no published timeline for it but it is being actively worked. It seems like such a simple request, but as we delved deeper into needs and use cases, this becomes quite a complex challenge. I do think Barak and his Team are going in the right direction and the solution will be a great one. I would suggest you keep monitoring this thread, I know Barak follows it as well so rest assured the right person will see your post.

If you have not voted up this idea at the top of the thread, please pile on. The more support we have the better. Have a great day!

AngB789

I like that idea of automations from Dashboards.

TomG

Thanks @AngB789 !! Please vote up the idea if you have not already! I'm really hoping this is coming soon, there continues to be a lot of interest and I know they are working hard at it.

Have a Great Day!