Separate Dashboards from Apps/Solutions
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Ryan Nichols
Just like you can build stand alone solutions it would be nice if either dashboards could be created separately from solutions (while perhaps retaining solution permissions). For example either having a dedicated space (solution or whatever) for dashboards so that they could be favorited on the smartsuite login page.
Currently you need to log in and favorite the "solution" you are part of that has the dashboard you want, then you have to go to that dashboard and choose a starred view of a dashboard.
For instance I have a CRM solution for contacts and sales deals. I also have a project management solution. In the Project management solution I have a dashboard that pulls from both of these solutions. So effectively the "dashboard" fits in both and neither solution at the same time. But I can only find it by going to the project management solution.
Having dashboards be both within the solutions but also somehow have access to all the "dashboards" you are assigned to so that they show up on the home page favorites or even "My dashboards" would be epic.
Jon Darbyshire
Hello Ryan Nichols! I have a few more questions for you:
- Can you provide more details on how you envision the interaction between dashboards and solutions in terms of permissions and access?
- Could you elaborate on the specific functionalities you would like to see in the 'My Dashboards' feature?
- How often do you switch between different dashboards and what is the impact of the current setup on your workflow?
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Ryan Nichols
Jon Darbyshire
- Having dashboards basically be exactly what you have now where they can pull in grids, metrics etc, but depending on where these metrics, views, data are being pulled from -> ensuring they retain the permissions used at the solution level. For instance, if the executive team has full access but everyone else just has edit or view access, making sure that remains as we build a dashboard. Also having it so that the "by current user" can be used as a filter in any instance where that is possible (we have a few databases that use the
- With a home page where it features "solutions" or databases, we are often creating dashboards to consolidate all the information in a reportable fashion so it would be nice to be able to either pin a dashboard to the home page and/or have a collection of dashboard views to pull from vs having to go into the solution first to find them
- I frequently switch between a personal dashboard for tasks and metrics to a C-Level dashboard for tracking commission and tasks to a PM dashboard etc because I am building them for multiple teams and multiple purposes