Flow Charts for Dashboards
A
Amanda Bullock
I would love a flow chart widget for Dashboards. Either mostly manually created, or using the linked records. For example, we document all of our automations in records and all of our SOPs in records. I'd love a way to create an effective Flow Chart in a Dashboard view that let's you visual the SOP and automations it goes through. This could really help other team members understand what is happening.
Jon Darbyshire
Hiya Amanda Bullock, thanks for this post! I have a few more questions for you:
- Could you provide more details on the types of data you would like to visualize in the flow chart?
- What specific features would you like to see in the flow chart widget?
- How do you envision the interaction between the flow chart and the linked records?
A
Amanda Bullock
Jon Darbyshire
1) Mostly our process, SOP & automation flows. For example, we have several automations set up with different filters on trigger based on how something is submitted.
- If the submission is via E-mail with X criteria Automation A triggers
- If the submission is via E-mail with Y criteria Automation B triggers
- If the submission is via Form Automation C triggers
Then depending on the above we have different processes.
2) This one is a little hard for me as I'm still a bit of a Flow Chart newbie. However, I think if you would be able to reference Lucidchart some it would provide some specifics potentially. I ended up making a version of the chart I was imagining there and am going to attempt to embed it.
I think a base functioning Flow Chart with fields & connectors would be a great start and further feature requests to improve the flow chart might be the best course of action as users figure out what they need/desire.
I would definitely would the aspects INSIDE the Flow Chart to be able to link to records, though, and being able to click on those to directly open the record. I can explain this more below with my image.
3) I would like a list on the side of all the linked records (maybe the functionality to select what fields display kind of like your record selector widget)
I would like to be able to link the fields inside of the flow chart directly to records and then be able to click on the fields in the flow chart to open the record. For example - in my Lucidchart flow chart below, both of the blue fields relate to an SOP record we have & the green fields are automations we have in SmartSuite. It would be extra awesome if we could have the fields link to automations as well, not just records.
I hope I explained this well, if I need to clarify anything, let me know!