Update filter on report created by provisioning project in Control Center

Dylan T

We're provisioning projects via Control Center and the team would like to have a form on their project dash to ask questions/provide comments on data presented in the dashboard. I've thought of two ways to approach this, but am not sure how to implement either solution:

1. Is there a way for the embedded form on the dashboard to update to the new url when the form is created on the new sheet within the project's blueprint? Right now the form is from the original sheet in the blueprint, not the newly created one. I don't think this option will work since it's an embedded link that's not tied to any blueprint data.
2. My workaround idea would be to have a single form and intake sheet that is not spun up with each project and then include a project ID/name dropdown available for the user to pick the project name when completing the form on their dash. The question then becomes, how would I be able to have the report created within each project folder auto-filter to the project's name/ID so I don't have to manually adjust the filter each time a new project is provisioned and then I can surface the project's data on their dash to complete the feedback loop?

Any thoughts or guidance on how to accomplish either option would be much appreciated.

Thanks,

Dylan

Andrée Starå

Hi @Dylan T

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now to do either (maybe with the Smarthseet API), but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Dylan T

Thanks for the input /feedback. I'll have to submit this as a product enhancement. I'm at Engage and am going to see what the Control Center booth has for me as a possible workaround and I'll share my findings.

Kadie Butterfield

Hi @Dylan T ,

Did you ever have any findings after speaking with the Control Centre booth at Engage last year?

Dylan T

Hi @kadie,

They didn't have a better solution than what I laid out in point 2 in my original post. That workaround has been working pretty well since we implemented it and all that is needed is to update the filter of the report in the project toolkit after it is provisioned.

Kadie Butterfield

@Dylan T,

That's what I was afraid you were going to say! But thank you for the quick response. I'll be manually correcting the filter for each provisioned project as well :)