Can I make my dashboard interactive with check boxes?

Amber Lange

Hi - we currently use an intake form for new projects upon receipt of a purchase order. We do not always have the final information needed for engineering to start, so I need to create a way for the PM to add this information to the master data sheet (without creating a new row) and kick off a workflow to notify engineering managers to assign.

What I would like is to have something on a PM's portfolio dashboard where they can check a box to kick off a workflow. Is that possible? Are there other options instead of simply going into each sheet or a report? A PM can have 30+ projects at a time so going into each sheet isn't ideal. I tried adding an embedded item to the dashboard but it's not interactive and says "view only" at the top, even though I'm an Owner of the Workspace.

Jeff Reisman

@Amber Lange

What level of access do you have to the Reports and the underlying sheet? You need Editor access to the underlying sheet in order to make any changes to data on the reports.

In your screenshot, it looks to me like you've embedded the Read-Only Published version of the report. What if you replace that with the regular report URL?

Amber Lange

@Jeff Reisman - I am the owner of all sheets and reports. I'm not sure how to get a different version of the report published. I followed the standard process of copying the embed link and that's how it displays.

Jeff Reisman

https://community.smartsheet.com/discussion/comment/336060#Comment_336060

Ah, that explains it. You don't need to use the embed link for a report on a dashboard. Use the Report Widget instead.