Why can't Dashboards be sent out like alerts

jasonp
jasonp ✭✭✭✭
inSmartsheet Basics

I would like to auto send out a dashboard on some schedule, like every Monday. This update would be a PDF of the dashboard and a link to the dashboard. This will help drive traffic and allow me to push the information instead of waiting for a pull.

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  • Purnima Gore
    Purnima Gore ✭✭✭✭✭✭

    Hi

    You could if you created a sheet with the following columns

    Dashboard name, link to dashboard, assigned to (those receiving the dashboard), then create a recurring alert that provides the link?

    Appreciate it is not the same as a report schedule but that would still work without a pdf and they would get a link and see the update?

    Agree it would be great if dashboard links could be sent as reminders

    image.png


    Hope that helps

    Purnima

    Purnima Gore

    Cierr Limited

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Ok. So the trigger is the issue. You have it set to only grab rows that have been added or changed within the past hour.<\/p>


<\/p>

My suggestion (tedious but effective) is to adjust the trigger to be daily (date based with custom selection of every 1 day) and run at a specific hour with the same conditions.<\/p>


<\/p>

Duplicate the workflow and adjust the hour to be the next hour. Duplicate again and adjust the hour. So on and so forth for each hour that you want to run the workflow on (this allows you to restrict it to only during business hours so someone isn't getting a ton of emails all about the same thing while they are sleeping).<\/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":[]},{"discussionID":109379,"type":"question","name":"Manage Workflows and Saved Workflows","excerpt":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an error I get when I try to save my workflow automation. All my conditions runs successfully but when I change action to alert someone. The send…","snippet":"Good day all - I am still new on this platform can you please assist me in this question I have for Manage Workflows and Saved Workflows - I am having this occurring issue with an…","categoryID":321,"dateInserted":"2023-08-24T07:56:33+00:00","dateUpdated":null,"dateLastComment":"2023-08-24T14:08:36+00:00","insertUserID":165593,"insertUser":{"userID":165593,"name":"Riana","title":"R","url":"https:\/\/community.smartsheet.com\/profile\/Riana","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9FLSSWC8RCEG\/nBVJ1OR1G1MKI.jpg","dateLastActive":"2023-08-24T13:43:52+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":80301,"lastUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":35,"score":null,"hot":3385753509,"url":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109379\/manage-workflows-and-saved-workflows","format":"Rich","lastPost":{"discussionID":109379,"commentID":392316,"name":"Re: Manage Workflows and Saved Workflows","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392316#Comment_392316","dateInserted":"2023-08-24T14:08:36+00:00","insertUserID":80301,"insertUser":{"userID":80301,"name":"Debbie Sawyer","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Debbie%20Sawyer","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/drupal_profile\/files\/2019-02\/6f\/d1\/n6fd11e91b71000f2b152e84c8f072631.jpg","dateLastActive":"2023-08-24T14:07:47+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T13:26:28+00:00","dateAnswered":"2023-08-24T12:46:28+00:00","acceptedAnswers":[{"commentID":392292,"body":"

Is your Site Name column called Site Name or Site Name:<\/p>"},{"commentID":392309,"body":"

Hi Debbie<\/p>

You are right on this one. The problem was my Site Name: it was as Site only on my sheet. I now resolved my issue. My workflow is saving successfully now. I Thank you so very much for your assistance. Please ignore the mail trail that I send you.<\/p>

You must have a wonderful day. I appreciate your assistance.<\/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":[]},{"discussionID":109351,"type":"question","name":"Receiving Attachments VIA Email","excerpt":"Can attachments be automatically added to the row through a return Automated Notification Email?","snippet":"Can attachments be automatically added to the row through a return Automated Notification Email?","categoryID":321,"dateInserted":"2023-08-23T16:58:16+00:00","dateUpdated":"2023-08-23T17:06:50+00:00","dateLastComment":"2023-08-24T14:17:31+00:00","insertUserID":161827,"insertUser":{"userID":161827,"name":"shatherill","url":"https:\/\/community.smartsheet.com\/profile\/shatherill","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtcWy2hRy0LQYSOFXXdZEDqqUW55n4FS73mNfbiEhn9zzQ=s96-c","dateLastActive":"2023-08-24T14:18:29+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":91566,"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":"2023-08-24T15:57:14+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":46,"score":null,"hot":3385700747,"url":"https:\/\/community.smartsheet.com\/discussion\/109351\/receiving-attachments-via-email","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109351\/receiving-attachments-via-email","format":"Rich","lastPost":{"discussionID":109351,"commentID":392326,"name":"Re: Receiving Attachments VIA Email","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/392326#Comment_392326","dateInserted":"2023-08-24T14:17:31+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":"2023-08-24T15:57:14+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,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-24T14:14:25+00:00","dateAnswered":"2023-08-24T13:11:50+00:00","acceptedAnswers":[{"commentID":392298,"body":"

If you have selected specific fields to send in your message, you should be able to select \"Attachments\".<\/p>


<\/p>

If you selected \"All fields\" then it should be there automatically.<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/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":4983,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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