Dashboard Automation

Amelia Retureta
Amelia Retureta ✭✭✭
in Smartsheet Basics

Is it possible to set up a dashboard automation so the link to the dashboard is sent out daily?

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Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭

    @Amelia Retureta Not directly from the dashboard, however you can just make a grid sheet with a field containing the link to the dashboard, and set up a scheduled automation to send that as an alert to whomever you specify.

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

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  • Amber Eakin
    Amber Eakin ✭✭✭✭✭✭

    Hi @Amelia Retureta - You can do this with Reports, but I don't believe you can do this with a full dashboard.

    A workaround might be setting up an automation in a Sheet to trigger every day. You could send to whatever group of people you want, and you could customize the message to include the dashboard link. If you select "Message Only," it won't look like they need to do anything in the sheet. It'll just be a daily email with the same message.

    Amber Eakin, MSLS, M.Ed.

    Adult Education Specialist | Process Improvement Enthusiast

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