Dashboard Sharing Outside the Organization
The people I want to share a dashboard with aren't really outside the organization but I ONLY want them to be able to see the dashboard...not have to log in or have access to anything else.
I published it but it has a report on it and it says the report is not accessible on a published dashboard. What things can be shared?
I have Control Center and provision projects. I'm trying to give the Sales Reps a dashboard where they can see the status of the implementation of their client's purchased services on a high level, they don't need all the fine details of my project plan sheet. Multiple Sales Reps would access it and I was hoping to get it so they could only see their clients but am ok if they have to see them all.
Any and all suggestions are appreciated!
Answers
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jmyzk_cloudsmart_jp ✭✭✭✭✭We have been unable to reproduce theinability to see the report on a published dashboard.
Did you not publish the report? If so, the report will only be visible if the original sheet was shared.
As an example, look at the following demo dashboard.
https://app.smartsheet.com/b/publish?EQBCT=990e34bec1854c6e800d967a40474044
We can use the following methodto allow Sales Reps to choose to see information about themselves.
Please take a look at the demo dashboard we published here.
The dashboard is a modification of the following Smartsheet template.
We have created a sheet calledSelect Rep,published in a dashboard in a setting that anyone can edit and put on the dashboard so that Sales Reps can only select themselves and see information about themselves, if necessary.
https://app.smartsheet.com/b/publish?EQBCT=275e99283f1a4bd0bf51af50ddc5f7fe
仪表板的反映出选择ion results, the dashboard must be refreshed. Also, it takes time for the results of your selections to be reflected in other sheets and reports, so you may have to wait to see the latest status after the refresh.
Note that the latest saved one will be displayed if two or more Sales Reps change and save a Selection simultaneously.
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Was there ever a resolution for this issue? I have a published dashboard with a form and four reports. The first report is giving me this error message, but the other three reports are displayed on the dashboard.
Categories
I wanted to use my target sheet with Resource Management so I turned DEPENDENCIES on in the PROJECT SETTINGS. <\/p>
My DataMesh was trying to update the START and END dates (which now were driven automatically in the target sheet) from the source sheet so Smartsheet could not update cells which were automatically updated.<\/p>
Once I turned DEPENDENCIES off in the target sheet my DataMesh worked just fine.<\/p>
:)<\/p>
Jack<\/p>
![\"image.png\"](\"https:\/\/us.v-cdn.net\/6031209\/uploads\/W6G5Y8LVD4EN\/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":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":381,"urlcode":"datamesh","name":"DataMesh"}]},{"discussionID":102109,"type":"question","name":"Issue with DyanmicView","excerpt":"Hello, Using DynamicView, I couldn't show the column description. The columns name is limited in characters and I need to explain the meanings of each column. Also, I tried to do a helper row but the cell is limited to 20 contacts so I can't show the helper row to all viewers. Any alternative idea? Thanks,","snippet":"Hello, Using DynamicView, I couldn't show the column description. The columns name is limited in characters and I need to explain the meanings of each column. Also, I tried to do…","categoryID":343,"dateInserted":"2023-03-03T19:09:00+00:00","dateUpdated":null,"dateLastComment":"2023-10-26T17:29:57+00:00","insertUserID":152547,"insertUser":{"userID":152547,"name":"maltaee","title":"","url":"https:\/\/community.smartsheet.com\/profile\/maltaee","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!jKEmI3fEzHs!GlknHye32Ts!sXOmDxmK2Wo","dateLastActive":"2023-10-26T19:32:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":null,"lastUserID":168774,"lastUser":{"userID":168774,"name":"ckeefe440","title":"Core Integration Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ckeefe440","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxb0ajAmDX9MxssflJhuXofsohFC2-L61e695LHu=s96-c","dateLastActive":"2023-10-26T17:22:50+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":4,"countViews":73,"score":null,"hot":3376214337,"url":"https:\/\/community.smartsheet.com\/discussion\/102109\/issue-with-dyanmicview","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/102109\/issue-with-dyanmicview","format":"Rich","tagIDs":[443],"lastPost":{"discussionID":102109,"commentID":401880,"name":"Re: Issue with DyanmicView","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/401880#Comment_401880","dateInserted":"2023-10-26T17:29:57+00:00","insertUserID":168774,"insertUser":{"userID":168774,"name":"ckeefe440","title":"Core Integration Business Analyst","url":"https:\/\/community.smartsheet.com\/profile\/ckeefe440","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AGNmyxb0ajAmDX9MxssflJhuXofsohFC2-L61e695LHu=s96-c","dateLastActive":"2023-10-26T17:22:50+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":"2023-03-05T12:29:48+00:00","dateAnswered":"2023-03-04T13:39:47+00:00","acceptedAnswers":[{"commentID":365583,"body":"
Hi @maltaee<\/a> <\/p> I hope you're well and safe!<\/p> You can change the Field name with a Custom label in the Dynamic View settings.<\/p> Would that work\/help? <\/p> I hope that helps!<\/p> Be safe, and have a fantastic weekend!<\/p> Best,<\/p> Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p> ✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":110328,"type":"question","name":"Data shuttle issue","excerpt":"Hi All I'm trying to use the automation in the data shuttle - all seems to be mapped correctly but I keep getting the notification the columns in the target sheet are restricted. Do you have any idea what does that mean please? I have unlocked any locked columns but it still doesn't seem to be working. 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