Date selector

JonEric Eubanks

Is there a method to enable clients to choose available dates for meetings from a dashboard or a list displayed on the dashboard? Our objective is to develop a form that presents clients with open dates for meetings, allowing them to make their selections.

Andrée Starå

Hi @JonEric Eubanks

I hope you're well and safe!

The simplest way I use in my client solutions is to have a Dashboard/Portal with the form on one half and a report with the available dates on the other side, and have it reload after each booking so the report is always up to date.

Another way would be to use the Premium App, Data Shuttle, to update the list after each booking automatically.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

JonEric Eubanks

Thank you for the valuable tip. As a visual learner, could you provide an example of the process, possibly in the form of a screenshot? Your assistance is greatly appreciated.

Genevieve P.

Hey @JonEric Eubanks

I believe @Andrée Starå is referring to something like this:

Where you have a Form URL as a Web Content Widget on your Dashboard, and the sheet would be referenced in a Row Report and put on the Dashboard as a Report Widget, likely in Gantt View to show both row information and dates.

Here's more information:

• Using web content widgets
• Build a row report
• Build report widgets

Webinars on Dashboards:

• SmartStart: Dashboards
• Upgrade Your Dashboards with a New Look, Custom Colors, & More
• Visually Display Your Data with Dashboards

Cheers,

Genevieve