Can I make my dashboard interactive with check boxes?
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.
Answers
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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?
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
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@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.
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Ah, that explains it. You don't need to use the embed link for a report on a dashboard. Use the Report Widget instead.
Regards,
Jeff Reisman
Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages
If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!
