---
title: "Updating Dashboard Data with Forms"
slug: "updating-dashboard-data-with-forms"
updated: 2026-04-15T23:44:59Z
published: 2026-04-15T23:44:59Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Updating Dashboard Data with Forms

[Dashboards](/v1/docs/records-dashboards) are an excellent way for administrative users to display information in a tightly controlled environment. To make targeted updates to the data displayed in dashboards, you can add a link on the dashboard to a **form**. With forms, you have access to powerful conditional logic and mapping tools, letting you customize the experience based on the user and the record being updated.

## Create the Form

1. From the main navigation, select **Forms.**
2. Create a new form. Give it a title like *Dashboard Update Form.*
3. Click **Edit Form.**
4. Add form fields that correspond with the fields displayed in the dashboard. In this example (based on the Dashboards article), we use *Entry Term, Major*and *Staff Assigned.*
5. Follow the breadcrumb navigation back to the form's main page. **Keep the form's URL handy: we'll be using it later.** [![Dashboard_Update_Form_Fields.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_update_form_fields.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_update_form_fields.png)

## Create the Dashboard Link

1. Navigate to **Database** → **Records and Datasets** → **Dashboards**.
2. Select your dashboard.
3. Click the **Edit Query** tab.
4. Select **Export.**Select the record **GUID**. Because this example dashboard appears on person records, we've added *Person GUID:*

[![Person_GUID.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/person_guid.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/person_guid.png)
5. Click the **Edit Dashboard** tab.
6. Move your cursor to the location you'd like to insert the link, then click the **Link**button in the WYSIWYG editor.
7. In the **Display Text** field, enter a name like *Edit Information*.
8. In the **URL**field, paste the following:

```plainText
/manage/form/register?id=&person={{Person-GUID}}
```

Where the ID is the section of your form URL. The person query string parameter **{{Person-GUID}}** will pre-populate the form using the GUID of the record you're viewing. ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-2EW5JGMR.png)

> [!CAUTION]
> Important
> 
> Make sure you use a relative link: **do not include your Slate domain.** Using a relative link will prevent you from accidentally linking to a production environment form (and changing production data) while working in Test.

1. Click **OK,**then click **Save.**
2. Test your new link on a record that displays your dashboard:

Original Data Using the Form Updated Data

[![Dashboard_Before.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_before.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_before.png)

[![Dashboard_Update_Form.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_update_form.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/dashboard_update_form.png)

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-FPQQBAWG.png)

## Optional: Add Styling to the Link

For an extraordinary experience, style the link to appear as a **button** or other call to action. For example, you can apply a **dashboard_button** **class** to the link. Include the following CSS for a basic button, and feel free to customize the colors and shape as desired:

```plainText
.dashboard_button {
text-decoration: none;
background-color: #EEEEEE;
color: #333333;
padding: 2px 6px 2px 6px;
border-top: 1px solid #CCCCCC;
border-right: 1px solid #333333;
border-bottom: 1px solid #333333;
border-left: 1px solid #CCCCCC;
}
```