---
title: "Save and tag calls from a shared dashboard"
description: "Let people who open your shared dashboard link set field values on a call, such as Saved or a tag, without a Speak AI account. Covers what viewers see, how to turn it on, and how to build a Saved calls view."
---

> Documentation Index
> Fetch the complete documentation index at: https://docs.speakai.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Save and tag calls from a shared dashboard

Edit fields lets the people you share a [dashboard](/help/dashboards/sharing/) with change a few
custom field values on a call, straight from the shared link. Use it to let a manager save the calls
worth keeping, tag a call with a topic, or mark one as reviewed. Viewers do not need a Speak AI
account, and you choose exactly which fields they can change.

## What viewers see

Open a call from the shared dashboard and look at the tabs beside the transcript. An **Edit fields**
tab sits next to **Fields** and appears only when you have turned editing on for at least one field.

1. Pick your name in **Editing as**. You can search the list. If the owner allowed it, choose
   **Other (type a name)** to type your own.
1. Set the fields. A field that takes one value is a dropdown with a **Not set** option, and a field
   that takes several values lets you choose any number. If the field allows it, **Other (type a
   value)** adds a value that is not on the list.
1. Click **Save changes**. The tab says **Saved** when it worked. **Discard changes** puts everything
   back. Your name is remembered in that browser, and **Save changes** stays off until you have
   chosen one.

Only the fields you changed are sent. Saving changes the call itself, so the new value is the same
one your team sees in Speak AI.

## Save a call

To save a call from a shared dashboard, open it, pick your name in **Editing as**, set the **Saved**
field (or whichever field your team uses for it) in the **Edit fields** tab, and click
**Save changes**. The call then appears in the dashboard's [Saved calls view](#build-a-saved-calls-view).

## Turn on Edit fields

Edit fields is a setting on the dashboard. You set it with the
[`update_dashboard`](/mcp/tools/dashboards/update_dashboard/) tool or the [dashboards API](/api/dashboards/), under
`settings.fieldEdits`.

```json
{
  "settings": {
"fieldEdits": { "fieldIds": ["FIELD_ID_ONE", "FIELD_ID_TWO"] },
"feedback": {
  "isEnabled": false,
  "fieldIds": [],
  "submitters": ["Alex Rivera", "Sam Chen"],
  "removeReasons": [],
  "allowOtherSubmitter": false
}
  }
}
```

What each part does:

- **`fieldIds`** lists the fields viewers may change. The order you list them is the order they
  appear in the tab. You can list up to 50, each once. Ids that are not fields of your workspace are
  dropped when you save. Send `"fieldIds": []` to turn editing off and remove the tab.
- **Allowed values.** Every field you list needs a list of allowed values, such as a dropdown or a
  multi-select. Saving a field without one returns an error that names it.
- **Visible fields.** A listed field also has to be one the shared pages show. If you pick specific
  fields for the Fields tab, include the editable ones. A field that is hidden or inactive is left
  out of the tab.
- **No AI prompt.** Choose fields that Speak AI does not fill in for you. A value that comes from an
  AI prompt can be written again when the call is analyzed again, which would undo what a viewer
  saved.
- **Names.** The **Editing as** list comes from `feedback.submitters`, the same names the Feedback
  button uses. With `allowOtherSubmitter` on, viewers can type a name that is not on the list. With
  an empty list and `allowOtherSubmitter` off, viewers type any name in a text box.

Leave `fieldEdits` out of an update and the saved value stays. Each section of `settings` is stored
on its own. See
[Labels and comments on a share link](/api/dashboards/#labels-and-comments-on-a-share-link) for the
other viewer settings.

## Build a Saved calls view

A saved call is only useful if you can find it again. Add a [table widget](/help/dashboards/widgets/)
to the dashboard, ideally in its own section called **Saved calls**:

1. Set the table to list **records**, one row per call.
1. Add a column for the field viewers edit, such as a **Saved** dropdown.
1. Filter the table, or the whole dashboard, to the value you care about, for example **Saved: Yes**.
1. Leave row clicks on, so a row opens the call.

A viewer saves a call in the **Edit fields** tab, and it shows up in the Saved calls table a few
minutes later.

## Things to know

- **Numbers lag a little.** The change is stored at once, but widgets on a public link are cached.
  Expect up to four to five minutes for a date range that reaches today, and about fifteen for a range
  that has already closed.
- **Several values are stored as one text value.** A multi-select field keeps its choices together,
  separated by commas, so a custom **Other** value cannot contain a comma and filtering by one
  single choice inside the list is limited. Use a single-choice field when you need exact filters.
- **Limits.** A text value can be up to 500 characters and a multi-select up to 50 values. A field
  that takes one value rejects a second one.
- **The link is the key.** Anyone who has the link can edit the fields you listed, and the name they
  pick is not checked against a sign-in. Password enforcement for edits is coming; until then, share
  the link only with people you trust to edit.
- **You get a notification.** When a viewer changes a field, the dashboard owner gets an in-app
  notification that names the person, the field, the new value and the call.
- **Links expire with the plan.** If your subscription lapses, the link stops working, and so does
  editing.

---
Related: [Dashboard sharing](/help/dashboards/sharing/) · [Widgets](/help/dashboards/widgets/) · [Custom fields](/help/insights/fields/)

Source: https://docs.speakai.co/help/dashboards/edit-fields/index.mdx