I am looking to set up a chart widget that can be dynamically filtered based on values from other fields on the same dashboard. Specifically, I want the chart, which is connected to the Case object, to update its data when a user selects a value from a dropdown field (for example, an Account field related to the Case). This would allow users to filter the chart data according to the field they select, providing a more tailored and interactive experience.
Any guidance on how to achieve this dynamic filtering within the dashboard would be greatly appreciated!
Instead of adding a lookup, use a quickfilter component. I believe as long as you're on 8.1.4 or higher you can have that filter a chart elements directly.
The settings of the widget can be found in the SysWidgetDashboard table (for example using the "recordId" parameter (in the code provided the Id is "23ec46b0-0c9f-46d2-8b2d-b292c90aa7ad" and the query should be:
SELECT * FROM "SysWidgetDashboard"
WHERE "Id" = '23ec46b0-0c9f-46d2-8b2d-b292c90aa7ad'
)). The filtration is stored in the "Items" column of the table. The problem here is that there is no way to dynamically pass Ids to this column. You can only try sending an UPDATE query (using Terrasoft.UpdateQuery sent from the client-side) to the SysWidgetDashboard table and this column and modify the "Items" column content of the widget once you receive a response from your webservice. This is the only way I can see here and it should be tested.
Since version 8.0.9 this option is available. You must first configure the widget and then a list will appear in the right panel (if it is a chart, for example), and there you can set up a connection with the page or another component on the page:
