Creating a SEARCH Box on Dashboard
i. I have no idea if what I am after is possible. I have a sheet that I would like displayed on a DASH but the option to type the name of the company you need and have that information be produced for the user.
Would like to set up something similar to a form so you can type the name of the company and the rest of the report line is shown. But only that report line.
Like I said above. I have no idea if this is possible. I have already created my report and it works perfectly. I am struggling with getting the information to display like a form on the dashboard.
Thank you
Best Answer
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I hope you're well and safe!
Here's one option.
- Portal/Dashboard with a selection form that would update the dashboard information accordingly.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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
-
I hope you're well and safe!
Here's one option.
- Portal/Dashboard with a selection form that would update the dashboard information accordingly.
Would that work/help?
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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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Hi @Debbie Petersen
Hope you are fine, Unfortunately, this feature is not currently available. You can submit Smartsheet Product Enhancement Requests using this form.
but you can design a search summary sheet to collect the data you need using functions like Index With Match and add a link to that sheet on your Dashboard.
bassam.khalil2009@gmail.com
☑️ Are you satisfied with my answer to your question? Please help the Community by marking it as an ( Accepted Answer), and I will be grateful for your "Vote Up" or "Insightful"
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Thank you both! I will go with these suggestions!
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Excellent!
You're more than welcome!
Another option could be the Premium app, Dynamic View.
More info:
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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@Andrée Starå I have dynamic view and Im trying to build in a form that will serve as a search bar. I cant figure out how this works. Can you direct me to instructions? I cant find anywhere.
Thank you!
Mary
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