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

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Accepted answers

Andrée Starå

Hi @Debbie Petersen

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

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All comments

Andrée Starå

Hi @Debbie Petersen

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

Bassam Khalil

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.

Debbie Petersen

Thank you both! I will go with these suggestions!

Andrée Starå

@Debbie Petersen

Excellent!

You're more than welcome!

Another option could be the Premium app, Dynamic View.

More info:

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

Mary McCabe

@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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