Sharing A Dashboard with the public

maltaee
maltaee ✭✭✭✭✭

Hello,

I want to make a public URL/link so anyone can access the dashboard. Still, some people are required to access Smartsheet to see the dashboard. We are on the Enterprise plan. Any idea?


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Best Answer

  • Kleerfyre
    Kleerfyre ✭✭✭✭✭✭
    Answer ✓

    It would depend on how you have your access into Smartsheet. At my company, we have it locked down so that you have to use your work login to access anything, even dashboards. Get with your Smartsheet admin and see how your access to Smartsheet is set up in the Smartsheet Admin Center.

    Jonathan Sanders, CSM

    "Change is always scary because it is unknown, but facing the unknown is what makes us stronger."

Answers

  • Kleerfyre
    Kleerfyre ✭✭✭✭✭✭
    Answer ✓

    It would depend on how you have your access into Smartsheet. At my company, we have it locked down so that you have to use your work login to access anything, even dashboards. Get with your Smartsheet admin and see how your access to Smartsheet is set up in the Smartsheet Admin Center.

    Jonathan Sanders, CSM

    "Change is always scary because it is unknown, but facing the unknown is what makes us stronger."

You will need to create some helper text\/number columns and use a basic cell reference to pull the name over.<\/p>

=[Contact Column Name]@row <\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":583,"urlcode":"generate-documents","name":"#generate documents"}]},{"discussionID":108317,"type":"question","name":"Missing Attachment as Notification Trigger - Smartsheet Automations?","excerpt":"I have built out a multi-use form that, depending on the user, requires attachments to be added. Since I cannot conditionally require attachments in the form I am trying to build an automation that triggers a notification to the form submitter if they neglect to add an attachment when it is required... but I continue to…","snippet":"I have built out a multi-use form that, depending on the user, requires attachments to be added. Since I cannot conditionally require attachments in the form I am trying to build…","categoryID":321,"dateInserted":"2023-07-31T18:49:01+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T21:45:08+00:00","insertUserID":150707,"insertUser":{"userID":150707,"name":"KT_H","url":"https:\/\/community.smartsheet.com\/profile\/KT_H","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AEdFTp7r65MnQG4KHfpM6sDg02QZH9cQedVQiNKhYciZ=s96-c","dateLastActive":"2023-07-31T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"updateUserID":null,"lastUserID":150707,"lastUser":{"userID":150707,"name":"KT_H","url":"https:\/\/community.smartsheet.com\/profile\/KT_H","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AEdFTp7r65MnQG4KHfpM6sDg02QZH9cQedVQiNKhYciZ=s96-c","dateLastActive":"2023-07-31T21:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":42,"score":null,"hot":3381673449,"url":"https:\/\/community.smartsheet.com\/discussion\/108317\/missing-attachment-as-notification-trigger-smartsheet-automations","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108317\/missing-attachment-as-notification-trigger-smartsheet-automations","format":"Rich","tagIDs":[334],"lastPost":{"discussionID":108317,"commentID":388126,"name":"Re: Missing Attachment as Notification Trigger - Smartsheet Automations?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388126#Comment_388126","dateInserted":"2023-07-31T21:45:08+00:00","insertUserID":150707,"insertUser":{"userID":150707,"name":"KT_H","url":"https:\/\/community.smartsheet.com\/profile\/KT_H","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AEdFTp7r65MnQG4KHfpM6sDg02QZH9cQedVQiNKhYciZ=s96-c","dateLastActive":"2023-07-31T21:43:52+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/UNL6146F51E4\/screen-shot-2023-07-31-at-11-47-52-am.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screen Shot 2023-07-31 at 11.47.52 AM.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T19:29:49+00:00","dateAnswered":"2023-07-31T19:25:26+00:00","acceptedAnswers":[{"commentID":388094,"body":"

Ok, how about using a helper column with a 0 or 1 being input by your automation, and then use this as the trigger. So set the default on the column to 0, and if an attachment is there, leave it at 0. Then if an attachment is not there workflow will set it to 1, and that would trigger the automated workflow to run.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":334,"urlcode":"automations","name":"Automations"}]},{"discussionID":108286,"type":"question","name":"Configuring Predecessors in forward scheduling vs backward scheduling","excerpt":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain to her how Predecessors would need to be configured in either scenario, I created the little example shown below. In the FORWARD section, the…","snippet":"I have a user who wants to schedule some projects in a forward-looking manner (top to bottom) and schedule other projects in a backward-looking manner (bottom to top). To explain…","categoryID":321,"dateInserted":"2023-07-29T00:11:14+00:00","dateUpdated":null,"dateLastComment":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T22:00:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163593,"lastUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T22:00:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":42,"score":null,"hot":3381405605,"url":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108286\/configuring-predecessors-in-forward-scheduling-vs-backward-scheduling","format":"Rich","lastPost":{"discussionID":108286,"commentID":388026,"name":"Re: Configuring Predecessors in forward scheduling vs backward scheduling","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/388026#Comment_388026","dateInserted":"2023-07-31T14:48:51+00:00","insertUserID":163593,"insertUser":{"userID":163593,"name":"George Speier","url":"https:\/\/community.smartsheet.com\/profile\/George%20Speier","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-07-31T22:00:20+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":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/4M6FSYYJUAME\/predecessors2.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"predecessors2.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-31T14:47:57+00:00","dateAnswered":"2023-07-29T20:17:17+00:00","acceptedAnswers":[{"commentID":387957,"body":"

This has to do with how a milestone is represented (ie. a 0 day duration). If you hard type milestone without a predecessor or successor, it will show up as the beginning of that day instead of the end of the day. If you have a milestone that is following a standard finish to start logic, it will show up at the end of the previous activity. <\/p>

So, Task B4 in the backwards version is actually saying that the completion happened in the 00:00 hr of that day. if you put any activity in that has a duration and uses the start to finish relationship, that activity will naturally finish at the end of the previous day. So, to get your example above to work, the finishing task would need to be 1 day long so it takes up the full work day. I found it easier to visualize if you zoom all the way in on the gantt chart so you can see the diamond symbol of the milestone at the beginning and end of the days when used in different set ups.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&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":4898,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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