I have a very long dashboard and have been playing with ideas to make it more manageable. One option I would appreciate is to be able to anchor to specific parts of the dashboard so the viewer can access the topics that are of interest to them.
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@Anonymous2023 Have you tried creating a WorkApp with different Dashboard "Derivatives" assigned to targeted Roles? For instance, I have a "Main" Dashboard where I have created different "Derivatives". Each "Derivative" Dashboard is pulled into a singular WorkApp where I defined specific Roles to specific End Users so that they only see their dedicated Dashboard. Since the "Main" and "Derivative" Dashboards point to a core selection of underlying Smartsheets, then the out-of-the-box Automation Workflows and regularly run API Python scripts maintain near real time data integrity.
@Erin Horiuchi Green would this work for people without a Smartsheet account? This is intended to showcase our data to the general public, not for internal use.
@Anonymous2023 I am going to run a test on my WorkApp now. If this does not work, then you are stuck with storing the Dashboard in a Workspace that has been setup for External Use.
@Anonymous2023 I was able to successfully add an External Email to the WorkApp Role. What was scary is that I did not have to assign the External Email to the underly Smartsheet. Something to consider from a Data Privacy and Protection perspective. Hopefully, you have an internal IT architecture form that you fill out and IT signs of on security compliance so that you are not stuck with any mislaignments. I always ensure I peanut butter spread the accountability across all my business partners.
As one of the system admins, it is absurd to me that I cannot view or have access to all of the items created in my organization. We have over 11,000 reports, sheets, and dashboards and I can't see them. I have no visibility to if people are using our plan for their own personal use, or what kind of work is going on unless…
Our sheets & workspaces require many people to have Admin level capabilities, which means that when someone requests access to a sheet or workspace, that email is sent to every Admin. This causes confusion and higher risk of no access granted (because people have learned to ignore the emails) or the wrong level of access…
Today you can create a form and add logic. If that logic requires that requests need to be made for X days in the future you can add logic to help. For instance is the date requirement is not met you can hide fields so that information cannot be submitted completely. You can display a banner if date requirements are not…
