Dashboard automatic updates

Michelle Phillips

Hello,

I am looking for a way to send a weekly message to a group of shared users to view the team's portfolio dashboard.  Currently I have a scheduled report that is sent weekly, I want to do the same with the dashboard.

Thanks

Michelle

Andrée Starå

Hi Michelle,

Please see attached link/screenshot.

https://community.smartsheet.com/discussion/reoccurring-sending-dashboard-link

Reply from the thread -

Si / Sasan, here is a possible work-around.  If at least least one underlying sheet gets updated frequently, you can create an alert from that sheet to trigger a scheduled message that contains the link to the dashboard.  Set an alert for example if "any row is added, updated or deleted".  Then you schedule the alert to send, say weekly.  Paste the URL for your dashboard into the alert message and you're off to the races.  As long as the sheet changes, the alert message with the dashboard link will be sent on schedule.  Hope this is helpful.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Michelle Phillips

Yes, that works!

I do however vote to add the feature to dashboards to automatically send a dashboard!

Thanks for the help

Sasan

Michelle,

Vote added.  Thanks for your feedback.

Sasan

Andrée Starå

My pleasure!

Sybil Leggo

Please add my vote as well

 

Steve Legow

Please add my vote for this to be added to Dashboards as well. Thanks.

Sean Morgan

Hello @Sybil Leggo & @Steve Legow ,

For Enhancement Request, please can you raise a request for this great idea using the quick links on the right hand side of this Forum, as well as feel free to raise an Enhancement Request for any other ideas you may have!

Thank you!

Kindest Regards

Sean