NEW! Automatic form relinking in dashboards when provisioning a new project from Control Center

Jason DelValle

Hi Community! 

We’ve launched automatic form relinking for dashboards.

Previously, when a folder with a dashboard that has a form was provisioned in Control Center, form submissions continued to route to the original sheet instead of the new one. 

This release will introduce automatic relinking of forms in dashboards to the correct new sheet, reducing manual effort for Control Center templates that include forms.

Note: At this time, it is not possible to add dashboards with automatically relinked forms to existing control center projects.

This enhancement is available for Trial, Pro, Business and Enterprise plans.

For more information read our Blueprints at a glance help article.

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Samuel Mueller

Thank you so much for this

Brian_Richardson

wow this is awesome!

AngB789

Is this available now? Is there any instructions on doing so? I am highly interested in this for status updates directly on a dashboard from our templates used in control center!

Jason DelValle

https://community.smartsheet.com/discussion/comment/460081#Comment_460081

Hi @AngB789! This feature is available now. Just note that, at this time, it is not possible to add dashboards with automatically relinked forms to existing control center projects.

AngB789

Do you happen to have instructions on this process by chance? @Jason DelValle

Marc Hauge

so if I don't have control center but copy a dashboard with linked forms, will the form links update for the newly created dashboard?

Andrée Starå

https://community.smartsheet.com/discussion/comment/464921#Comment_464921

Hi,

I hope you're well and safe!

Yes, as long as the assets are in the same folder or Workspace.

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅ Did my comment(s) help/answer your question or solve your problem? Please support the Community and me 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! I appreciate it, thanks!

Marc Hauge

https://community.smartsheet.com/discussion/comment/464931#Comment_464931

@Andrée Starå

I don't see how this works. I would like to add a shortcut widget with a form link (like a sheet) to my template dashboard (part of my template workspace) that would change automatically when copying the workspace much like a sheet link would behave. What am I missing, I thought forms would automatically relink on a workspace copy?