Dashboard - Seeking ability to provide a search function

Marcela Hernandez

Hello,

I am working on solution with several hand offs. The owner of the business process is different from the group that kicks off the process using a form submission.

I would like to provide an option for the submitter to be able to look up if there is an existing row prior to submitting a new form.

Initially, I wanted to use a dashboard as a landing page to include both the form and report view. Is there a way to have an interactive widget so the user can check if there is an existing line item before submitting a new form?

Is there another approach that would lend better to this use case?

Julie Fortney

Hi @Marcela Hernandez,

If your users are using a desktop browser, they could search the dashboard using the browser controls. (Cntl-F)

This does not work in the mobile app, unfortunately.

www.linkedin.com/in/juliefortney-pmp-smartsheetpartner-lssblackbelt

Andrée Starå

Hi @Marcela Hernandez

I hope you're well and safe!

To add to Julie's excellent advice/answer.

• Another option could be to use the premium app, Data Shuttle, to add the value to a list for each new row that could be controlled before submitting a new row. Is that an option?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Marcela Hernandez

Thank you @Julie Fortney! I am looking for something for something that is more interactive, but I think I found a solution.

Thank you @Andrée Starå! That would be great but our company does not have that premium feature.

Appreciate you both!

Andrée Starå

@Marcela Hernandez

Excellent! How did you solve it?

Happy to help!

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