Ability to show dates from multiple Linked Records on Calendar Dashboard Widget.
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Caleb Cook
Right now in SmartSuite I can add dates from any public calendar view, but they don't follow any filtering whatsoever.
Specifically on the Dashboard Calendar widget - having the ability to show multiple linked record dates would help see everything in one spot.
So if I have selected a Project on a Dashboard Record selector, I'd want a Calendar widget that can show the dates of the linked Tasks, Deliverables, and Events for that project. Right now I can see
all
of those records for every project by adding public calendar views, but I can't filter them to the specific context of a project.
Jon Darbyshire
Great to hear your perspective, Caleb Cook! I have a few more questions for you:
- What specific filters would you like to apply to the calendar dates?
- How do you envision the interaction between the Dashboard Record selector and the Calendar widget?
- Are there any specific types of linked records you prioritize seeing on the calendar?
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Caleb Cook
Jon Darbyshire specifically for the Dashboard widgets, I think leveraging the "Record Selector" field would make it simple to add multiple types of linked records.
IE: let's say I have 3 tables: Projects, Tasks, and Meetings.
Right now I can only choose one "Linked Record" type per calendar widget, so I am unable to view project-specific dates across multiple tables. I would to have an option to add multiple linked records, and then just pick the date field from each linked record to include.
So in this screenshot, I would include "Tasks" and "Meetings" as two linked records from the project selected in my "Choose Project Here" widget.