We work within dashboards quite a bit i.e. open/edit records one-by-one from one table in the dashboard, then refresh the dashboard to make sure records have successfully moved to another related table within the same dashboard. This is really helpful for tracking applications through the different steps of our grants process. I realise that you can use Open in Workspace to work through a list of records without navigating away, but to view these changes in the dashboard we'll need to use a lot more clicks than we do at the moment. If there was a way to view the Workspace and Dashboard areas alongside each other that might help? Just being able to view a preview of a record wouldn't work for us. We need the ability to edit records and very quickly get back to the original dashboard to get an overview of what's changed.

Thank you for this suggestion. We're thinking about how to address this, because we've made some deliberate changes in SKY View that we understand impact this, but also improve on other areas that we've received feedback before.

Today in SKY View, your Dashboard and your Workspace (where you view searches and records) are two different pages. When you view a Request record and then close its tab, you're still on the Workspace tab. This is useful when you've got many records and searches open, but I can understand why you'd want it to work differently when you're just opening one Request at a time.

If you have a moment, and you've submitted or voted for this idea, please feel free to reply here and let us know a bit more about how you use the requests and dashboards. It may help us come up with a better solution for this that more of our customers can be happy with. For instance - maybe we could make it easier for you to open an entire list from the dashboard? (That way, as you open requests from that list, you're always brought back to the list, instead of back to the dashboard). Or maybe you'd like to quickly open a preview of a record from the dashboard, without leaving the dashboard itself?

We'll review this idea again in the future and will, as always, prioritize it against the other feedback we hear from our customers here and outside the Ideas Portal. Thank you for the suggestion!