[✅ Solution] Dashboard list of latest records in specific app?

Hi,

We’re setting up a dashboard for two apps and would like to include two lists:

  • List of latest updated records in the apps (or one list for each of the two apps)
  • List of latest added new records in the apps (or one list for each of the two apps)

But we can’t find a way to set it up. Does anyone have any suggestions on how to go about it?

Best,

GH

I don’t think you’ll be able to combine data from two different apps into the same list in a Dashboard. However, the Dashboard app does have a “List” option that would show you a list of updated and created records, and all you would have to do is add the built in “Created on” and “Last edited on” fields to your apps, create views (or not) and then create Dashboard lists that are sorting on those fields.

Thanks a lot Andrew! We’re still new to Tape, so very much appreciate all support!

We got some way with this, but as seen in the print screen, the list currently displays:
[Date record was created] [Number of record]

Ideally, what we would like the list to display is:
[Company name] [Date record was created]

Company name, because as in this case, the list would refer to new company records created in the app (company names have of course been provided for the records in the app).

Is there a way to change the display of the records to at least get closer to what we’re looking for?

You’ll notice that you have “Group by” set to Created on, which is why its grouping records by that value. You can group by any field that you like. If you want a combination of company name and creation date, then you would have to create a calculation field in the app that combines those two values, and then group on that new field.

This will do it, thanks a lot!

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Never got around to actually try it out Friday, but the solution seemed simple enough to work so I happily went on the weekend break. However, when I’m now trying it out, I for some reason am not able to select any calculation field in the Dashboard.

This is what I did in the app (I also tried some variations to see if that would prompt it to be selectable in the Dashboard):

But when I look in the Group by list (or search) in the Dashboard, I simply can’t find this field. Nor any other field that is a calculation field. What am I missing here?

Hi @GH_SE, my apologies, I’m still relatively new to dashboards myself so I may have made some assumptions, I’ve gone in to have a look in a bit more detail.

So, if I understand your use case, you want to have a text based calculation field in your app that combines the Company Name and the date the record was created, and then show a list of those records on a Dashboard, most likely sorted by creation date descending.

You can build this calculation field to display that text value, and then use that to display in the dashboard. But what’s interesting, and what I didn’t realize until now, is that the List view in a Tape Dashboard REQUIRES you to group it by another value. The grouping can only be things like date, member, category, status and relationship, so text based values won’t work (it’s the same in a View as well, which the Dashboards are based on) but I think there’s something missing here as the List view should definitely be able to just display a list of records (however many can fit in the window size you’ve chosen), either from the app itself or from a given view, and being able to select any display field you want.

Therefore, I recommend creating a feature request for this as it seems fairly straight forward. You are just looking for a List view on the Dashboard that does NOT force a grouping.

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Thank you for your quick reply! You were absolutely correct in your understanding of what I’m trying to achieve but as it’s not possible I’ll put in a request for the function as per your suggestion, thank you very much for your help!

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