Dynamically Updating Dashboard Using Forms

System Employee Admin
This discussion was created from comments split from: Dynamically Updating Dashboard Using Forms.


  • Hey, I can see that this is quite an old post. I'm trying to update a dashboard from the top row of a sheet which is filled out using a form. The form sends data to the top row of the sheet. I want that new data to dynamically fill out my dashboard. Currently, it sticks to the row I first set it up with, rather than updating with top row data.

    I'm wondering if this feature is available.

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Dean Kaiser

    I hope you're well and safe!

    Yes, it's possible. I've answered your other message.

    I hope that helps!

    Be safe and have a fantastic week!


    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • A Rose
    A Rose ✭✭✭
    edited 01/29/24


    following on this subject,

    I have a sheet that lists the Zip Codes, Cities, and Counties,

    Then I have another sheet that contains a form of the zip code column, and the other columns "Lookup" the City and County based on the Zip Code,

    Then I have a sheet summary, and the sheet summary is also on a dashboard that calculates the latest entry on the sheet,

    Then I have a form on the dashboard to submit a new request,

    Is there any way that as soon as the form is submitted the data should be updated without needing to click on refresh or wait the minute until the dashboard updates?

    Thank you,

  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @A Rose

    In this instance I would suggest clicking "Refresh" or waiting for a minute or two for the data to sync. A few minutes delay is to be expected with connections like this.

    Thank you for sharing your set-up and process!

  • A Rose
    A Rose ✭✭✭
    edited 02/08/24


    I ended up using the sheet itself which is only for this purpose and updates immediately, And I locked most rows and columns except for the top row and the Zip Code column.