Trying to create a Request System for 5 departments
I am currently using the Request Management Template set and I have questions and would HAPPILY accept all assistance!
I need a dashboard for the overall office that has links to 5 other dashboards. On those 5 dashboards, each needs forms embedded into the dashboard that can be used by our external colleagues to request tasks. Those forms need to pull into a request queue in a sheet that can be managed by each dept's team.
I have created a few forms for trial and error that pull into a sheet that I think will work for my team of 3 people to manage our request queue. But, I have not figured out how to link the overall dashboard to the next 5 and then the forms on those dashboards.
I could use some step by step assistance with this. I also am not sure the best category to make the 'primary column' on the sheet.
Thank you in advance for any help!
Answers
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Hi @marti_funke
My suggestion would be to use Image Widgets with hyperlinks behind them to link out to the 5 Dashboards.
Then on each of the 5 Dashboards you could use an arrow image to direct them back to the "main" one, like so:
In regards to embedding the form, you'll want to grab the Form URL and use this in a Web Content Widget, like so:
Here are some resources you may find helpful as you build your Dashboard:
- Webinar: SmartStart: Dashboards
- Webinar: Upgrade Your Dashboards with a New Look, Custom Colors, & More
There are also a number of Template Sets that have examples of dashboards in the Solution Center.
Let me know if I can clarify anything further!
Cheers,
Genevieve
