Dashboard card view

Mixer

Hi,

On I have sheet on my dashboard. I would like it to be viewd in CARD VIEW mode by default. Ufortunately every time I refresh the dashboard it has GRID VIEW. Is it possible to work it out?

Sarah Donnelly

@Mixer I think being able to set the Card View as a default view for an embedded sheet on a dashboard would be a great enhancement for my team too! I am submitting an enhancement request too as suggested by @Andrée Starå!

Andrée Starå

Hi @Mixer

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you will probably be able to use it when card view comes to reports.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Sarah Donnelly

@Mixer I think being able to set the Card View as a default view for an embedded sheet on a dashboard would be a great enhancement for my team too! I am submitting an enhancement request too as suggested by @Andrée Starå!

Leann Gibson

You can do this, here are the steps

You have to open the Grid which has all the topics to be discussed and then:

1> Select the "Publish" option on the right side of the screen

2> Turn on the 2nd option called "Read Only - Full"

3> Then select the desired "Access Control" level (we typically use the 2nd or 3rd option) and copy the "Embed Code" and also switch the "Default View" for the sheet to "Card":

Andrée Starå

@Leann Gibson

Yes, why didn't I think of the Publish, Default View? 😉

Thanks for sharing!