dashboard
dashboards
list
List setup
List Dashboard for specific users
Jeremy Jason Schulze
16:26 Nov 30, 2021

Hello Community

I'm currently trying to set up a list dashboard, whose information is only displayed to the

user who is currently logged in with his account.

I think I have seen this in other dashboards. Is there also this possibility when setting up a list?

Thanks and greetings

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Sections
dashboards
Studio_Creatio
7.17
Add a new section dashboard
LÉZORAY Nicolas
12:27 Aug 27, 2021

Dear,

Is it possible to have two dashboard-type sections ?

Thank you !

Nicolas

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4 comments
Roman Brown
12:51 Aug 27, 2021

Dear Nicolas, 



Unfortunately, there are no OOB tools to create a new section like this. 

It can be done only be means of advanced development and we do not have any examples of such sections created. 



We will register an idea for our R&D team to consider the possibility of adding the functionality which would allow to create sections like this with system tools in future. 



Kind regards, 

Roman

 

Julius
14:47 Aug 27, 2021

Do you have too many tabs? ;)

LÉZORAY Nicolas
15:45 Aug 27, 2021

Julius,

yes that'it !

women's dashboard management

we have two companies and we would like to split the data. one solution might be to use the Creatio homepage which also allows now to create statistics widgets

Amritha Mayan Gorky
12:31 Dec 06, 2022

 

Hi Roman Brown, Any update on creating two dashboards?

 

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dashboards
Charts
Sales_Creatio_enterprise_edition
7.17
Apply filter to count function in charts.
Malay
13:54 Mar 17, 2021

Hello,

 

I am trying to get the count of records that are only appearing more than once in a section. I have made the chart dashboard for this but, it is showing single values also which I do not want to be shown. I have attached the dashboard setting page below.

 

In this, the chart is also showing single count values which needs to be hidden. I have searched for a filter condition but could not find anything.

 

Hoping for an early response. 

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3 comments
Best reply
Angela Reyes
15:54 Mar 18, 2021

malay garg,

You need to go to the higher object in the hierarchy to check this connection. The resulting filter depends on where those records appear. In the system, you will be able to check the number of records in a specific section/record, like the number of contacts in one account. 

 

Best regards,

Angela

Angela Reyes
16:39 Mar 17, 2021

Dear Malay,

 

Try adding the "Count" filter to the dashboard to show only values that appear more than once. 

 

Best regards,

Angela

Malay
16:54 Mar 17, 2021

I have already tried this, but function 'count' is not available in any condition. I have attached the screenshots of the filters at both places.

 

 

Angela Reyes
15:54 Mar 18, 2021

malay garg,

You need to go to the higher object in the hierarchy to check this connection. The resulting filter depends on where those records appear. In the system, you will be able to check the number of records in a specific section/record, like the number of contacts in one account. 

 

Best regards,

Angela

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dashboards
Sales_Creatio
7.17
Dashboards for User Roles.
Shailey
09:39 Mar 10, 2021

 

While creating a dashboard , to select any contact / owner , Creatio gives the option to choose contact or current contact . If the same dashboard is to be made available for a specific org role or few org roles  , how can that be configured ?

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Bogdan Spasibov
16:47 Mar 12, 2021

Hello Shailey,

 

You can try to built the filter in a following way:

 

Best regards,

Bogdan S.

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Discussion
Filters
folders
dashboards
Add Filters in Main Dahboard
Shailey
08:34 Feb 16, 2021

Hi Team, 

 

Let us have filters and folders on the main dashboard like we have it on section dashboards.  Ref #SR-0966586

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calculated_metrics
dashboards
7.16
Sales_Creatio_enterprise_edition
Calculated Metrics addon - lookup contents
Darian Lewis
18:34 Sep 11, 2020



We've been using the Calculated Metrics addon for some time now, but just recently, it's started showing the wrong list for the object lookup.

Item 'a' correctly shows just the objects:

https://i.imgur.com/B4JZwbB.png

 

Items 'b', 'c', and 'd', however, show what appear to be pages:

https://i.imgur.com/HIMwOVP.png

 

If you scroll all the way to the bottom and load the full list, it seems that it might contain both:

https://i.imgur.com/B0eTvrl.png

 

But this is both inconvenient and rather unintuitive for our non-technical users, given the inability to distinguish between the identically-named pages and the object itself, as well as the fact that the objects don't initially appear in the list.  Is there any way we can correct the filter on these lookups?

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5 comments
Alexander Demidov
12:20 Sep 14, 2020

Hello Darian,



Kindly specify the Creatio product and version that you are using. This info will help us reproduce the issue.

 

Thank you.

Darian Lewis
17:21 Sep 14, 2020

Alexander Demidov,

 

Sales/Service Enterprise, version 7.16.3.1473.

Alexander Demidov
14:26 Sep 15, 2020

Hello Darian,

 

 

Thank you for the information provided. I have reproduced the issue and submitted it to the responsible team. I will let you know of any updates.

Alexander Demidov
09:19 Oct 09, 2020

Hello Darian,



This is to inform you that we have published the updated package on Creatio Marketplace. Please install the add-on and check for the updates.

 

Have a good day!

Darian Lewis
17:47 Oct 09, 2020

Alexander Demidov,

 

Thanks, looks good.

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dashboards
7.15_()
-Sales_Creatio
enterprise_edition_()
Dashboard Filters not working
Mark Roberts
16:58 Jan 08, 2020

Hi

I wish to have within the Projects Dashboard a list of all activities and separately Project Tasks that are older than today and are not completed. This is straightforward, but means that within the Object selector I just needed to select Activities.

However, I presume because I am in a Project Dashboard and not Activity dashboard, the filters do not work, so I can then filter by one or more of my users.

I have reviewed the settings in advanced filters, but cannot find a way to filter an Activity or a Task Owner within the Project Dashboard. I really do not want to have such information within the Activities Dashboard, as this is data I would like to embed alongside Project data.

thanks

 

Mark

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3 comments
Bohdan Zdor
13:38 Jan 13, 2020

Hi,

in case if you want to have a list of activities connected to Projects, you should choose the section "Project" in "How to associate with section data" detail as it is shown on the screenshot below:

Also, in case if you want to see all the activities, you just leave that detail blank as it is shown on the second screenshot:

If you have additional questions, please feel free to comment on this. Also, more information and screenshots on your query will be appreciated.



Thank you.

 

Mark Roberts
13:54 Jan 13, 2020

Hi Bohdan

Many thanks for your reply firstly.

Sorry, I should have stated that I had tried the Associate with section data settings, trying all available options within that list; project, id etc. 

While some of these have an effect, this effect simply removes all content and does not correctly filter according to the filter applied. I would have expected this to be the correct setting to make this function work, but sadly it does not. At least for me.

Could this be a bug or am I still doing something wrong?

Bohdan Zdor
15:14 Jan 13, 2020

Dear Mark,



There are no bugs related to filtering in the system.

It's hard to solve your issue in terms of Community.

Please email support@creatio.com with more detailed information and with screenshots of your filters so we could help you.



Thank you in advance.

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dashboards
portal users
7.14_()
Service_Creatio_()
Dashboards for Portal Users
Mitch Kaschub
00:42 Nov 27, 2019

Can you set up a dashboard for portal users such as on the Case Message History object?

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Angela Reyes
05:31 Nov 27, 2019

Dear Mitch,

Yes, such dashboard can be added, however you should note that Case Message History contains not only portal messages but also emails, system messages and status changes so you should filter records that user should see. 

Best regards,

Angela

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folders
Filters
dashboards
7.15_()
Sales_Creatio_()
Applying saved folder criteria to another folder or dashboard
Lisa Clarke
22:36 Nov 22, 2019

Is there a way to apply criteria from a saved folder to another folder or dashboard?  I have a few complex queries.  It would be great if, when building a new folder or dashboard, I could just apply the criteria from one or multiple saved folders/filters instead of starting from scratch each time.

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5 comments
Dean Parrett
09:33 Nov 23, 2019

Dear Lisa,

You just need to click on the gear icon on the folder http://prntscr.com/q0wsnm and select Copy option. As you see, I've created the same folder with identical filter. As for dashboards, you can either create the copy of the whole dashboard tab http://prntscr.com/q0wt23 or copy 1 element of it through the dashboard designer http://prntscr.com/q0wtc7

Best regards,

Dean

Lisa Clarke
20:05 Dec 04, 2019

Thanks Dean,

I know about the copy features.  Sometimes I'd like to copy folder or dashboard criteria from one section to another.  It's not possible to do that.  Also, I'd like to copy the criteria from one series in a graph dashboard to another series, or even just a subset of that data.  It's not possible to do that either.  I end up having to recreate the entire query in each series.

It would be nice if we could just save a particular query or apply the criteria from one or multiple folders to a dashboard without selecting the folders. Especially if deploying to other users. 

Dean Parrett
10:56 Dec 05, 2019

Dear Lisa,

We will register this idea in our R&D team backlog to consider the implementation of such logic in the future application releases.

Best regards,

Dean

Nathan
00:31 Jul 20, 2021

Hello Dean, has there been any forward movement on this idea? Also, when looking at this logic it would be great if these dashboard and folders could be available between environments since dashboard aren't able to be created through packages. 

Danyil Onoprienko
08:59 Jul 20, 2021

Nathan,

 

Thank you for your question!

 

I have double-checked this information and currently, there are no updates on the ETA of implementing this feature in Creatio.

 

We will make sure to provide this information as soon as we acquire it.

 

Thank you for your understanding!

 

Regards,

Danyil

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dashboard
dashboards
Dashboard tabs change to waterfall menu for CRM and Portal Users
Muhammad Shajiuddin
12:07 Nov 05, 2019

Hi,

Is it possible to change Dashboard tabs to waterfall menu like this example

Any help will be highly appreciable.

 

Regards

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Alina Kazmirchuk
18:05 Jan 08, 2020

Transforming dashboard tabs to waterfall menu consumes a lot of time and effort. However you can try to add a CSS style to the Dashboard section in order to change the tabs to waterfall menu. The example of CSS style is in article by the link below:

https://www.w3schools.com/css/css_dropdowns.asp

Please find the instruction how to apply custom CSS style to the page in the article by the link below:

https://community.creatio.com/articles/how-add-or-edit-css-style 

In order to apply CSS style globally please create a replacing client module for BootstrapModulesV2 and add newly created module with style to the dependencies, for example  - https://prnt.sc/qfliuc

 

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