Dashboard Search Functions

William Gao · 02/09/24

Is there a Search widget within Dashboard that we can create? Similar to say tracking of a delivery parcel.

What I want to create is a Dashboard that only shows certain information when a client input a Keyword or reference number then the Dashboard will show all the information that is linked to that Reference number or Keyword.

Paul Newcome · 02/09/24

It is possible, but it does not scale well and is not very flexible. How many people would need to be able to search the dashboard? If more than 1, you can run into some challenges that greatly increase with more users.

Andrée Starå · 02/09/24

Hi @William Gao

I hope you're well and safe!

To add to Paul's excellent advice/answer.

And I agree, it doesn't scale well.

Another option is for the Client to submit a form with an ID and then receive an Alert/Update Request with the requested information.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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William Gao · 02/11/24

https://community.smartsheet.com/discussion/comment/419014#Comment_419014

Will be more than 1, in fact will be many "anyone who have the link should be able to search

William Gao · 02/11/24

https://community.smartsheet.com/discussion/comment/419039#Comment_419039

This seems to be a potential solution. i will try to set this up and see if it will work. Thank you for your help.

Andrée Starå · 02/12/24

@William Gao

Excellent!

Happy to help!

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Dashboard Search Functions

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