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.