Automation for adding/removing folders from a space on a dashboard card
J
Jason Reynolds
Description:
It would be extremely helpful if Dashboard cards could automatically update to reflect changes in the folder structure of a Space. Specifically, I’d like the ability for a Dashboard card (such as a task list or reporting card) to automatically include any new folders added to a selected Space, and remove folders that are deleted or moved out of that Space, without requiring manual updates to the card’s settings.
Use Case:
We manage properties using a Space called “Active Properties,” where each property is represented as a folder. Our Transaction Coordinator dashboard relies on cards that summarize or report on these folders. Currently, whenever a property (folder) is added or removed, we have to manually update the Dashboard card to keep it accurate. Automating this process would save time, reduce errors, and ensure our dashboards always reflect the current state of our Space.
Benefit:
Reduces manual maintenance of dashboards
Ensures reporting is always up to date
Improves workflow for teams managing dynamic Spaces
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