Can I link a Smartsheet dashboard to a sharepoint page? Please read the task below:

Jocelyn.Santos
Jocelyn.Santos ✭
inAdd Ons and Integrations

I am trying to link a Smartsheet dashboard to a Sharepoint page but this Smartsheet is edited twice a year and specific people need access to modify and then the rest of the business needs access to just view.

How do I do this?

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Answers

  • Frank S.
    Frank S. ✭✭✭✭✭✭

    Hello@Jocelyn.Santos

    You can publish a Smartsheet dashboard.

    To embed the dashboard, I would use the following steps:

    From the dashboard Select-> File -> Publish

    Turn the toggle to ON, if not already.

    Select "Get Link"

    Use the Embed Code. Copy the code in this section and paste it into your Sharepoint site.

    As the dashboard updates the Sharepoint site will update automatically.

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  • Jocelyn.Santos
    Jocelyn.Santos ✭

    Hey@Frank S.

    Thank you for your reply! This helps.

    One question though, when making this public everyone is allowed to view and only the people I have given edit access is only able to make edits right?

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  • Frank S.
    Frank S. ✭✭✭✭✭✭

    @Jocelyn.Santos,

    Happy Monday.

    Correct. When you publish the dashboard, it is view only. Users can view the information on the dashboard but can not edit the content unless you have given them permission. If you have links to assets on your dashboard, those are also view only, based on how the view is set up.

    I hope this helps.

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Hi @dsmitts.jay<\/a> <\/p>

Thank you for the screen captures!<\/p>

Would you mind testing something? Can you add a State<\/strong> before the second Get Sheet? It can be named anything, such as \"SecondGetSheet\" or something similar. <\/p>

My current guess at this point is that since you have two modules with the exact same name under the exact same state, the Run Log is only able to register one of them. Adding a State with a unique name above your second Get Sheet should bring the results into the Run Log for you... but let me know if it doesn't!<\/p>

Thanks,<\/p>

Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]},{"discussionID":108958,"type":"question","name":"Dynamic View Comments","excerpt":"How do we make comments in Dynamic View? When I first set it up, the comment section was there. I am ready to go live and the comment section have disappeared.","snippet":"How do we make comments in Dynamic View? When I first set it up, the comment section was there. I am ready to go live and the comment section have disappeared.","categoryID":343,"dateInserted":"2023-08-15T13:35:48+00:00","dateUpdated":null,"dateLastComment":"2023-08-20T03:22:51+00:00","insertUserID":155332,"insertUser":{"userID":155332,"name":"nevelsjam","url":"https:\/\/community.smartsheet.com\/profile\/nevelsjam","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!-icvt8ZGGDs!xOMo8Q-95ns!ARQu9U7YgD0","dateLastActive":"2023-08-21T12:18:25+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-22T12:31:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":48,"score":null,"hot":3384610719,"url":"https:\/\/community.smartsheet.com\/discussion\/108958\/dynamic-view-comments","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108958\/dynamic-view-comments","format":"Rich","tagIDs":[443],"lastPost":{"discussionID":108958,"commentID":391539,"name":"Re: Dynamic View Comments","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391539#Comment_391539","dateInserted":"2023-08-20T03:22:51+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-22T12:31:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-21T12:19:07+00:00","dateAnswered":"2023-08-20T03:22:51+00:00","acceptedAnswers":[{"commentID":391539,"body":"

Yes. You can just copy paste the Dynamic View's URL.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":443,"urlcode":"dynamic-view","name":"Dynamic View"}]},{"discussionID":109023,"type":"question","name":"Data Shuttle","excerpt":"Hi, I received an email about trying out data shuttle on a trial basis but when I try to use it in the Connections menu on my sheets, I get a message to contact Smartsheet for a data shuttle license. I am a user on an Enterprise plan. Is this something I can try before I purchase a license? Thanks for the help!","snippet":"Hi, I received an email about trying out data shuttle on a trial basis but when I try to use it in the Connections menu on my sheets, I get a message to contact Smartsheet for a…","categoryID":343,"dateInserted":"2023-08-16T13:27:16+00:00","dateUpdated":null,"dateLastComment":"2023-08-16T15:55:21+00:00","insertUserID":156337,"insertUser":{"userID":156337,"name":"TroyDunn","url":"https:\/\/community.smartsheet.com\/profile\/TroyDunn","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-08-16T16:36:39+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T12:38:31+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":83,"score":null,"hot":3384396157,"url":"https:\/\/community.smartsheet.com\/discussion\/109023\/data-shuttle","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109023\/data-shuttle","format":"Rich","tagIDs":[474],"lastPost":{"discussionID":109023,"commentID":390920,"name":"Re: Data Shuttle","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390920#Comment_390920","dateInserted":"2023-08-16T15:55:21+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-22T12:38:31+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-16T15:40:06+00:00","dateAnswered":"2023-08-16T15:26:08+00:00","acceptedAnswers":[{"commentID":390899,"body":"

I would suggest reaching out to your system admin or account manager. If your company has access to a trial of Data Shuttle, it will still need to be turned on for your specific account.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":474,"urlcode":"data-shuttle","name":"Data Shuttle"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":642,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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