Display a Grid View in a Dashboard
complete
Jon Darbyshire
Ability to display a grid view in a dashboard widget.
Each time the report is updated, the changes should be reflected in the widget.
Users should be able to click on a record to view the record modal and make updates to the records.
Users should be able to view the widget in full-screen mode and make updates to the content in the grid (inline edit).
An example of how we will use this is our Sales for the Quartner by Product.
Canny AI
Merged in a post:
Status of records not remaining updated in dashboard
A
Arthur R
I am finding that some of the grid views I have in dashboards are not updated when I update a status in the dashboard. For example, on a number of occasions I have marked some tasks as complete to then find that the next time I go back to the dashboard it reverts to its former state. However, when I go to the original solution and update the task as complete it stays as complete.
Jon Darbyshire
Great to hear your perspective, Arthur R! I have a few more questions for you:
- Can you provide specific examples of the tasks and dashboards where this issue is occurring?
- Does this issue occur consistently or only occasionally?
- Have you noticed any patterns or specific conditions under which this issue tends to occur?
A
Arthur R
Jon Darbyshire thanks for the response. So I only noticed it was definitely an issue 2 days ago. It had happened before as well but I initially thought I had not correctly marked the change in status.
I am not sure of the pattern but I believe it is where I have a grid view of a list of records from a solution outside the solution where the dashboard is housed. It is not consistently not updating though as sometimes it has worked fine.
I have a "my work" dashboard which draws in tasks from different solutions which hold information and tasks of different departments. If it helps I can share the specific solution/dashboard with a developer or make a loom video to explain properly. Let me know whichever is best.
Brian Dollen
complete
This was released with our mid January release. You can find the article detailing the features here: https://help.smartsuite.com/en/articles/6845123-grid-widget
Chaya Gutnick
Jon Darbyshire will this be able to pull data from multiple apps just like other dashboard widgets can?
Jon Darbyshire
Chaya Gutnick: Yes it will. This is complete and will be released later this week. I have included an image below that shows you can select content from any Solution and App that you have access to.
Chaya Gutnick
Jon Darbyshire: Thank you!
Vasken Bakalian
Jon Darbyshire: This is available since some time now, will the status remain "In Progress" ?
Jon Darbyshire
in progress
Jon Darbyshire
planned