Edit In PowerBI or Self Trigger Update Request?

hannah_johnson

Hi everyone,

I've used Smartsheet for four years and pride myself on being able to make Smartsheet do as much as as I can get out of it... and I've hit a point I can't figure out myself! Help!

I am displaying basic project info in PowerBI with a nice button to add new data to the dataset. BUT ... we want/need a self-trigger update request capability on the dashboard. I figured out how to do in Tableau (creating an action tying to the RowID) but haven't been able to figure out in BI.

I have other use cases which could benefit from an automation which would give a project manager a multi-use update request option. These are important to me as my organization is not Enterprise yet . . . so we need to be friendly to those without Smartsheet accounts. It's really trying to figure out how to make things work on that end. Has anyone figured out a "magic" way to direct non-licensed users to their row of data to update at the frequency they desire?

Andrée Starå

Hi @hannah_johnson

I hope you're well and safe!

I developed something similar for a client a while ago.

One idea could be to use either the URL-Query feature to submit a pre-filled form or a form where they add their id that, in both cases, would trigger an automated update request.

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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hannah_johnson

I'm intrigued, Andree, by the idea but not sure I follow how that would trigger an update request. I've used that to pre-fill form fields before with good success - but it just adds a new row. What do you mean for triggering an update request?

afarias

Publish SS file. Embed into HTML on Wiki and non-licensed users can edit project info.