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NickSkidmore
January 17, 2023
Question

Custom Form Data in Project Dashboard

  • January 17, 2023
  • 1 reply
  • 1412 views

I'm looking to take information from a very long custom form and pair it down according to what each team requires. For example, Web team will only need to see the web specs/details, Printing team will only need to see printing specs/details, Social team.... etc. This is all captured in one form for the sake of simplicity for the requestor but becomes too much to sort through when it comes to the individual teams to execute.

I know I need to build a report, and then a dashboard to add to the project but I'm having trouble building the report to bring in the info I need. Has anyone done anything similar that would be willing to share their report settings or can anyone suggest the proper fields to add to pull specific data in from the custom form? Any help is appreciated.

Thanks in advance.

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    1 reply

    Madalyn_Destafney
    Community Advisor
    Madalyn_DestafneyCommunity Advisor
    Community Advisor
    January 25, 2023

    If you only want people to see custom form info relevant to them, it sounds like you should make a dashboard for a report for each team that pulls the fields you need. If you have distinct fields for each team in the custom form field, you can pull any of those in a report to show...I may not be understanding your question here.

    If this helped you, please mark correct to help others : )
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      NickSkidmoreAuthor
      January 26, 2023

      Thanks @madalyn_destafney. I do want it specific to the team but also specific to the project. I wasn't sure if I was going about building the report right and was wondering if anyone has already done something similar that would be willing to share what they had done. I'm currently pulling in every individual field on the custom form that would pertain to a specific team in to a report. Does that sound correct or is there an easier way to achieve this?

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