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.
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.