Can a Viewer interact with a Dashboard?

I use a report to list Open & Closed entries from a sheet.

I have a dashboard with the Reporting Widget.

Sometimes viewer want to comment on a particular entry they see on the dash.

Is there a way to provide a feedback mechanism without granting full viewership to the source file?

The source file contains info that I don't want visible to the viewers of the dashboard.

The viewers of the dashboard do not have access to the source sheet.

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Best Answer

  • Kerry St. Thomas
    Kerry St. Thomas Community Champion
    Answer ✓

    The first thing I thought of is creating a "Click here to leave feedback" button on your dashboard that launches a form. You can create a dedicated "Dashboard Feedback" sheet, separate from your data sheet/s, and tailor a form to allow you to get feedback about Dashboard layout, bug reports, enhancement requests, and (here's your use case) Data Questions. You can structure the data you surface to leverage the Autonumber column so that if someone submits a data question you can ask "What ID number?" or something along those lines.

    This is the simplest solution that I can think of - it won't require you to manage sharing permissions, it can be accomplished without using premium apps, and can be scalable to multiple dashboards (you can include a hidden field on your form that collects "Which Dashboard" and that provides you with a notification whenever feedback is received).

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

Answers

  • Kerry St. Thomas
    Kerry St. Thomas Community Champion
    Answer ✓

    The first thing I thought of is creating a "Click here to leave feedback" button on your dashboard that launches a form. You can create a dedicated "Dashboard Feedback" sheet, separate from your data sheet/s, and tailor a form to allow you to get feedback about Dashboard layout, bug reports, enhancement requests, and (here's your use case) Data Questions. You can structure the data you surface to leverage the Autonumber column so that if someone submits a data question you can ask "What ID number?" or something along those lines.

    This is the simplest solution that I can think of - it won't require you to manage sharing permissions, it can be accomplished without using premium apps, and can be scalable to multiple dashboards (you can include a hidden field on your form that collects "Which Dashboard" and that provides you with a notification whenever feedback is received).

    Good luck!

    If this answer resolves your question, please help the Community by marking it as an accepted answer. I'd also be grateful for your response - "Insightful"or "Awesome" reactions are much appreciated. Thanks!

  • Thanks @Kerry St. Thomas

    I knew there would be a way….. I'm up and running…. thanks again, especially for the prompt response 😎