Can I link a Smartsheet dashboard to a sharepoint page? Please read the task below:
I am trying to link a Smartsheet dashboard to a Sharepoint page but this Smartsheet is edited twice a year and specific people need access to modify and then the rest of the business needs access to just view.
How do I do this?
Answers
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Frank S. ✭✭✭✭✭✭Hello@Jocelyn.Santos
You can publish a Smartsheet dashboard.
To embed the dashboard, I would use the following steps:
From the dashboard Select-> File -> Publish
Turn the toggle to ON, if not already.
Select "Get Link"
Use the Embed Code. Copy the code in this section and paste it into your Sharepoint site.
As the dashboard updates the Sharepoint site will update automatically.
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Hey@Frank S.
Thank you for your reply! This helps.
One question though, when making this public everyone is allowed to view and only the people I have given edit access is only able to make edits right?
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Frank S. ✭✭✭✭✭✭
Happy Monday.
Correct. When you publish the dashboard, it is view only. Users can view the information on the dashboard but can not edit the content unless you have given them permission. If you have links to assets on your dashboard, those are also view only, based on how the view is set up.
I hope this helps.
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As long as the document is still available in OneDrive, the document should still be available in Smartsheet. Think of it as a URL to a website. As long as the website is still up, it doesn't matter who the owner is.<\/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":268,"urlcode":"Attachments","name":"Attachments"},{"tagID":549,"urlcode":"account-and-user-management","name":"Account and User Management"}]},{"discussionID":104380,"type":"question","name":"Questions about Bridge from a potential newbie","excerpt":"We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based on the job number. This means that our admins have to add the job number to every single new report filter when they set up a project. Can Bridge…","snippet":"We are considering upgrading to Advance, and I have questions about Bridge capabilities: Our project blueprint includes multiple reports that pull entries from master logs based…","categoryID":343,"dateInserted":"2023-04-24T16:40:19+00:00","dateUpdated":"2023-04-24T17:41:23+00:00","dateLastComment":"2023-08-14T17:16:34+00:00","insertUserID":126351,"insertUser":{"userID":126351,"name":"Julie Fortney","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Julie%20Fortney","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!hZje4WgcMyQ!en9eZ1QFHfo!MFtz_rjuwYj","dateLastActive":"2023-08-18T21:46:54+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"updateUserID":126351,"lastUserID":140451,"lastUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtdoak7dmkycj4YXWA0KDZnC6qO3ZJMvHnAxo52tsjtiGh4=s96-c","dateLastActive":"2023-08-19T15:11:48+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":319,"score":null,"hot":3374392013,"url":"https:\/\/community.smartsheet.com\/discussion\/104380\/questions-about-bridge-from-a-potential-newbie","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/104380\/questions-about-bridge-from-a-potential-newbie","format":"Rich","tagIDs":[369],"lastPost":{"discussionID":104380,"commentID":390521,"name":"Re: Questions about Bridge from a potential newbie","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/390521#Comment_390521","dateInserted":"2023-08-14T17:16:34+00:00","insertUserID":140451,"insertUser":{"userID":140451,"name":"Brian_Richardson","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Brian_Richardson","photoUrl":"https:\/\/lh3.googleusercontent.com\/a\/AAcHTtdoak7dmkycj4YXWA0KDZnC6qO3ZJMvHnAxo52tsjtiGh4=s96-c","dateLastActive":"2023-08-19T15:11:48+00:00","banned":0,"punished":0,"private":false,"label":"Overachievers"}},"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":"2023-04-26T14:21:28+00:00","dateAnswered":"2023-04-26T02:30:08+00:00","acceptedAnswers":[{"commentID":373252,"body":"
Hey @Julie Fortney<\/a> <\/p> I'll answer what I can and shout out to @Brian_Richardson<\/a> for back up. <\/p> #1 Report Filters- To my knowledge there isn't a direct Report Filter update however I wondered if the column was a dropdown list - if so, Bridge can update dropdown lists and if the filter was set to select all it made me wonder if the filter would pick it up new selections. (Datashuttle also updates dropdown lists if this method works)<\/p> #2 I've had problems with a slow sheet erroring out in Bridge. The sheet was massive and Bridge would time-out. Bridge did not help this sheet (it might have been too large for anything to help)<\/p> #3 -I don't have any experience with Control Center, so sorry, I can't answer those questions<\/p> My fav Bridge solutions?<\/p> -Capturing Approver Names in approval workflows<\/p> -Adding rows - same sheet, different sheets, Child rows to Parents, On a weekly cadence, Adding New rows of acquired data to a status update sheet which feeds into a dashboard report<\/p> -Translating Employee Ideas from their native tongue to English<\/p> -Checking FedEx Tracking Status on a sheet's worth of shipments<\/p> I hope this helps<\/p> Kelly<\/p>"},{"commentID":373322,"body":" Hey @Julie Fortney<\/a> !<\/p> @Kelly Moore<\/a> thanks for the shout out :-) but I'm not sure I can help more than what's already been posted. <\/p> @Julie Fortney<\/a> in general Bridge is an API tool. You can setup multi-branched workflows in Bridge with pre-set API calls and utilities. You can also do custom HTTP calls to any API that you have access to in the cloud. So anything you can do with API calls you can do with Bridge. It also, importantly, allows you to run Javascript code using the results of your API calls, and to trigger workflows on changes to Smartsheet content or on any other webhook that you can receive from other tools.<\/p> There's a fair amount of Smartsheet API methods that are prebuilt into Bridge, but not all of them. So if you're looking at the Bridge documentation for Smartsheet<\/a> integrations and not finding what you need, you can also look at the Smartsheet API documentation<\/a> to see if there's something there to help you out. If you find an API method to use that's not already pre-built as an integration, then you can use the Custom HTTP Call step to directly call the API. You just have to provide the Smartsheet API with an API token, which you can assign to yourself in your Personal Settings.<\/p> It looks like your specific questions were answered pretty comprehensively by Kelly and Samuel but here's my 2c:<\/p>
