How can I allow a Dashboard viewer to add comments to their requests?
I set up a service request Sheet, a Report that pulls from this, and a Dashboard for the Requestor to see the status of their requests with the gadget for Reports. How can I share this Dashboard with the Requestor and allow them to add comments to their requests whenever they want without sharing the underlying Report and Sheet as an Editor? I don't want the Requestor to be able to edit their request directly in the Report or Sheet, only add comments that show up in that row. I also don't want to clutter up their own Smartsheet account space with other underlying documents like Reports and Sheets... they only need to have a Dashboard.
Best Answer
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A solution that would be perfect for this use-case is the premium add-on, Dynamic View.
Is that an option?
More info:
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
A solution that would be perfect for this use-case is the premium add-on, Dynamic View.
Is that an option?
More info:
I hope that helps!
Be safe and have a fantastic day!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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This looks like it would work for me. I will check into it. Thanks.
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi @Dustin Allcorn , were you able to use the Dynamic View to add comments from the dashboard directly?
Thanks!
Jorge.
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