Dashboard Widget Automation?

SW8335

We have some elements we want to add to a user's dashboard only if the information is relevant to that user at that time. An example would be to have a widget showing the status of requests they have submitted only if they have submitted to a request form. Is it is possible to have a dashboard add or remove widgets based on a trigger?

We're trying to see if we can have just one dashboard for users instead of multiple places that they will go or click through so bookmarks and links don't break. However, we also have concerns about a dashboard covering all the bases ending up with many widgets that may or may not apply to the user.

Visual example:

User has never submitted a request form:

And once a user submits a request, a report widget is added to the dashboard:

Thank you for any insights you may have!

ChristianFinke

Hi @SW8335

Smartsheet doesn’t support automatically adding or removing widgets based on triggers. However, you can create visibility filters by linking widgets to reports that only show data if relevant. This way, the widget will appear blank if there’s no data for the user, keeping the dashboard cleaner.

Let me know if you have questions.

ChristianFinke

Hi @SW8335

Smartsheet doesn’t support automatically adding or removing widgets based on triggers. However, you can create visibility filters by linking widgets to reports that only show data if relevant. This way, the widget will appear blank if there’s no data for the user, keeping the dashboard cleaner.

Let me know if you have questions.

SW8335

Thanks for the info @ChristianFinke!