Adding Search Capabilities on a Dashboard

Pete Photis

Hello SS Community.

First time poster. I am looking to see what solutions are available on a dashboard. I am a PM, and manage my region's PM Team Landing page. I have some widget short cuts that route users to different dashboards and portals for the teams projects, but have been asked if there is an app/report/link that a user can type in a name of a project on the dashboard and have either a direct link or a list of related resources.

The simplest way to articulate my vision is a search box field but instead of searching the internet, just limiting the range to a report/ or maybe a sheet with all the active projects with hot links to other sheets or dashboards.

Thank you,

Pete

Andrée Starå

Hi @Pete Photis

I hope you're well and safe!

A solution that would be perfect for this use case is the premium add-on, Dynamic View.

More info: 

https://www.smartsheet.com/product/dynamic-view

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Pete Photis

I believe that has been talked about to add to our Company account. If that was an option, what specifically with the view would allow me to do this?

Andrée Starå

@Pete Photis

Thanks for your patience!

In a Dynamic View, you can filter/search for what you need to look for.

I've developed solutions for clients where we used a form, select the criteria, and submit and open the Dashboard to show the filtered information.

Would that work/help?

jhayeseu

I'm curious how this is done. I run a dashboard for escalations and I need my associate population to be able to search for an EE ID# and see if there's been one created for that. I only want them to have access to limited information, not all the details of the entry.