Can I tailor a dashboard widget to a particular person to limit what they see?
Hi community!
I developed a 'college planning calendar' which is a sheet into which many other sheets feed. I created a dashboard to make it easy for people to go to one place in order to access their particular sheet. Every sheet/project belongs to a project manager, and these are farmed out to many people in the college. The only way I can think of doing this from one spot (and I will be embedding this dashboard in a web page) is creating a link to each sheet on the dashboard, which would look kind of messy.
I can't figure out another way to do it, though. I do not want people going to the main sheet that houses the links from all these other sheets, and I want to make this as easy for them to access their sheet as possible.
I hope this question makes sense. I look forward to your ideas.
Thanks again,
Mary
Answers
-
You can filter by user on reports that are displayed on dashboards, but it does require some settings tweaks
-
Hi @Mary Vogt
A solution that could 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.
-
I love Dynamic View; alas, our college has not purchased it. I'm not sure if they have any plans to.
-
Yes, it's fantastic.
Have you researched WorkApps?
✅Remember! 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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.2K Get Help
- 445 Global Discussions
- 143 Industry Talk
- 476 Announcements
- 5K Ideas & Feature Requests
- 85 Brandfolder
- 150 Just for fun
- 71 Community Job Board
- 488 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 302 Events
- 36 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!