Dashboard Search Functions

William Gao

Is there a Search widget within Dashboard that we can create? Similar to say tracking of a delivery parcel.

What I want to create is a Dashboard that only shows certain information when a client input a Keyword or reference number then the Dashboard will show all the information that is linked to that Reference number or Keyword.

Paul Newcome

It is possible, but it does not scale well and is not very flexible. How many people would need to be able to search the dashboard? If more than 1, you can run into some challenges that greatly increase with more users.

Andrée Starå

Hi @William Gao

I hope you're well and safe!

To add to Paul's excellent advice/answer.

And I agree, it doesn't scale well.

• Another option is for the Client to submit a form with an ID and then receive an Alert/Update Request with the requested information.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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William Gao

Paul Newcome

Feb 9, 2024

It is possible, but it does not scale well and is not very flexible. How many people would need to be able to search the dashboard? If more than 1, you can run into some challenges that greatly increase with more users.

Will be more than 1, in fact will be many "anyone who have the link should be able to search

William Gao

Andrée Starå

Feb 9, 2024

Hi @William Gao

I hope you're well and safe!

To add to Paul's excellent advice/answer.

And I agree, it doesn't scale well.

• Another option is for the Client to submit a form with an ID and then receive an Alert/Update Request with the requested information.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

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!

This seems to be a potential solution. i will try to set this up and see if it will work. Thank you for your help.

Andrée Starå

@William Gao

Excellent!

Happy to help!

✅Remember! 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!