Hello Team,
Is it possible to capture and save a Dashboard screenshot using a business process in Creatio?
Our requirement is to configure a scheduled process that runs daily and saves the dashboard snapshot (preferably as an image or PDF). The saved file should ideally be stored in Creatio or sent via email automatically.
Thank you in advance for your guidance.
Best regards,
Nikita
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Hello,
As of now, there are no options to make a direct dashboard screenshot using the business process or other logic.
If we are going into detail it is because the dashboards are rendered on the client side, on the other hand, business processes works with the backend only.
If you need to save dashboards, you must build a workaround to do so. The idea is the following, in the process you need to send a request similar to the one that dashboards send to DB in order to receive a needed data. This raw data already can be used as a source of needed dashboard information, but it also can be remodeled in the dashboard or any other for using third-party services.