Dashboard breaks after removing an Admin (original owner/builder of Dashboard but not current)
We have a Dashboard (several Dashboards that this same behavior happens on) that was built by one person. The Ownership for the Dashboard and ALL associated items (Metrics Sheets, Reports, Source Sheets, etc.) were transferred to another person. The person who built the Dashboard originally (who is no longer the Owner of the Dashboard or any items rolling up to the Dashboard) is removed from access and most of the widgets break. If the person who built the Dashboard widgets is added back, it restores. They are removed, it breaks.
In the past when this has happened, it's just prompted the new owner to take ownership of the widget and it works. Now, it is asking for that entire widget to be rebuilt.
This HAS to be an issue - there is turnover for EVERY SINGLE customer of Smartsheet.
Attached screenshot shows the errors that are shown on the Dashboard when the original builder is removed from access.
I have a support ticket put in, but the Community is usually quicker and better at responses. :)
Answers
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Some widgets have this setting:
Does it fix it if you change the widgets that are breaking to "Their own perspective" option or do the ones that break not even have that option to set?
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@Matt C. - unfortunately, that didn't do the trick.
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What about in the Workspace right-clicking the dashboard and choosing Save as New so that you'll be the owner of the new copy of the dashboard? You may have to do this also for the underlying sheets and reports for the widgets and then re-home the widgets to the new copied sources.
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@Matt C. -- good idea! I will certainly try that pending what Support says. It seems crazy to me that this would be expected behavior. There are people building Dashboards in every company today and eventually - they will leave or take a different role within the organization. This cannot break the Dashboards - that doesn't make any sense. Hopefully Smartsheet is able to do something about this, but if not, I will definitely give this a try.
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@Kayla Have you come up with a solution to the original problem you presented? Your use case is exactly what we deal with, and this week 168 of 350 dashboards were impacted. They all have underlying sets of assets, and Save As is not an option (we also use dashboard links as hyperlinks elsewhere, so we don't want new dashboards).
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Hello, I am working to solve the same issue. Did anyone come up with a suitable bulk solution? I don't want to change the viewer mode as it is the behavior I need.
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No good answer. I share the attached PDF with anyone who might experience this to help -- but Smartsheet Support is awful...
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Hi Kayla.
Did opening the widget and saving fix the problem?
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Yes that solves the issue - but pain in the rear!
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were you able to find a solution to this issue? I just ran into this issue as my system admin left the organization. I am the owner still getting the same message you were getting.
thank you!
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You can click into each widget to take ownership of it, but nothing yet. I thought Smartsheet fixed this not long ago but I continue to experience this same issue.
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I found a solution for our firm, but we only have one person creating dashboards, etc, so it was fairly easy.
I edited the original user (who is no longer with us). To do this I logged into their Smartsheet account, since we have access to their email, and added an alternate email address, changed their name and picture. I then made the alternate email address the primary address. We used a generic email address (we have made the office dog his own email account, so we used this account, just for kicks). So when our new person is creating dashboards & widgets, they log in to the office dog admin account to do that, in a different google personality. When they are doing their regular work, then they use their own login.
This wouldn't work for multiple people creating widgets, but it did solve our problem.
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I found a solution for our firm, but we only have one person creating dashboards, etc, so it was fairly easy.
I edited the original user (who is no longer with us). To do this I logged into their Smartsheet account, since we have access to their email, and added an alternate email address, changed their name and picture. I then made the alternate email address the primary address. We used a generic email address (we have made the office dog his own email account, so we used this account, just for kicks). So when our new person is creating dashboards & widgets, they log in to the office dog admin account to do that, in a different google personality. When they are doing their regular work, then they use their own login.
This wouldn't work for multiple people creating widgets, but it did solve our problem.
Here's the article for changing email addresses:
And I see this article as well, so maybe you can merge users if someone leaves, but this is only for Enterprise, which we are not…
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I am experiencing this same issue - is there an update on this thread to provide a quick solve when dashboard owners leave a company besides editing every single widget on every dashboard?
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