It would be great if somebody who looks at dashboards with report elements could directly update fields without first opening the underlying report and make changes there.
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I agree this would be useful, but I think it has to do with how reports work with editing and whatnot vs how they work on a dashboard.
If I want you to see data in a report, I can drop it on a dashboard without giving you access to the report or the underlying sheet(s), whereas if you need to edit that report, you have to have at least editor access on both the report and the underlying sheet(s).
Since I can set the dashboard widget to be visible based on MY access, I think it may have to do with confirming who is actually accessing the report by clicking on it.
Summary of Issue All team members work a standard 7.5‑hour day, but only a portion of that day is allocated for project work (e.g., 25%, 50%, etc.). In Resource Management, however, the system currently interprets allocations as a percentage of the full 7.5 hours, instead of the project‑eligible portion of a person’s day.…
Dashboard widgets are currently mostly static. I can display counts and charts, but I cannot click into a specific part of a widget to drill into the underlying records. It would be a big usability improvement if widgets supported interactive drill-down. For example: Click a bar segment (or stacked segment) to open the…
IDEA: for Workflow automations, add a detailed "modification history" Currently, the Workflow Automation only lists the Created By, Created Date, Last Modified By, Last Modified Date, and Last Ran on. This is missing critical information. It doesn't show any changes to: Automation name Trigger conditions Actions Recipients…
