Hello!

The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for non-existing).

  Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 

    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.creatio.com/docs/developer/development_tools/packages

Best regards,

Anastasiia

Hello Damien,

Unfortunately, there is no such functionality in our system to export dashboards in PDF format.



We have already registered the idea for our R&D team to implement this functionality in further releases. I will assign your case to this project in order to increase its priority.  



Best regards,

Bogdan

Hello Damien, 

In this particular case object "Opportunity" may have a lot of connected records with  "Stage in opportunity" object. In other words, the system doesn't know which value exactly should be displayed for the record and you can only display the number of it (Quantity column from your screenshot).

In order to achieve your business task there is a need to create a chart based on the "Stage in opportunity" object.

Hope it clarifies! 

Best regards,

Anastasiia

Hello Chani,



The dashboard's data is stored in the SysDashboards for dashboards on analytics, 

and SysWidgetDashboard for dashboards in the section pages.

    You can transfer this data using data bindings or on the DB level (merge for existing on the target instance and insert for non-existing).

  Data for folders, filters, and column setup is stored in the SysProfileData. You can transfer it similarly to the dashboard's data. 



    In case if you need more information on adding data bindings for the package, please see the article below: 

https://academy.creatio.com/docs/developer/development_tools/packages/p…

Best regards,

Bogdan

Bogdan,

Thank you!

What if I want to migrate Page elements from an edit page?

like these things: 

Thank you!

I foung it in the SysWidgetDashboard too. :)

Hello Chani,

Thank you for your question!

This has already been discussed in the following post:

https://community.creatio.com/questions/override-dashboard-list-name-li…

Kind regards,

Anastasiia

Anastasiia Lazurenko,

It is not what I'm looking for but the opposite.

There they show how to edit the URL display and my issue is that I don't get the URL just the name of the record. 

and also, I feel like there might be a no-code solution for that, maybe some settings? (What is the difference between the other object I do get the URL to this one?)

Thank you so much!

Chani Karel,

You can navigate to Configuration Section, find and open the object that is used for the dashboard setup. In the [Displayed Value] field you can set the field that you want to be a link.

Bogdan Spasibov,

I already have that, but it is still showing as text only :( 

Hello Chani,

Thank you for your reply.

It seems that the lookup value is not a clickable link since the object of the lookup (IP event) is not a section in the system. The value is clickable in case the object of the lookup is present in the Terrasoft.configuration.ModuleStructure object and this object values are being generated when login to the app as a result of this select query execution:



exec sp_executesql N'

SELECT

    [SysModule].[Id] [ModuleId],

    [SysModule].[Image32Id] [ImageId],

    [SysModule].[LogoId] [LogoId],

    [SysModule].[Code] [Module],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModule].[SectionModuleSchemaUId]) [SectionModule],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModule].[SectionSchemaUId]) [SectionSchema],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModule].[CardModuleUId]) [CardModule],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModule].[CardSchemaUId]) [CardSchema],

    [SysModule].[Attribute] [Attribute],

    [SysModule].[TypeColumnValue] [ModuleTypeColumnValue],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModuleEdit].[CardSchemaUId]) [CardSchemaPage],

    (

SELECT

    [Name]

FROM

    [dbo].[VwSysClientUnitSchema] WITH(NOLOCK)

WHERE

    [SysWorkspaceId] = @SysWorkspaceId

    AND [UId] = [SysModuleEdit].[MiniPageSchemaUId]) [MiniPageSchema],

    [SysModuleEdit].[Id] [ModuleEditId],

    [SysModuleEdit].[ActionKindName] [ActionName],

    [SysModuleEdit].[TypeColumnValue] [TypeColumnValue],

    [SysModuleEntity].[SysEntitySchemaUId] [SysEntitySchemaUId],

    [SysModuleVisa].[VisaSchemaUId] [VisaSchemaUId],

    [SysModuleInWorkplace].[SysWorkplaceId] [ShowInWorkplace],

    [SysModule].[Caption] [ModuleCaption],

    [SysModule].[ModuleHeader] [ModuleHeader],

    [SysModuleEdit].[ActionKindCaption] [ActionCaption],

    [SysModuleEdit].[PageCaption] [PageCaption],

    [SysModuleLcz].[Caption] [ModuleCaptionLcz],

    [SysModuleLcz].[ModuleHeader] [ModuleHeaderLcz],

    [SysModuleEditLcz].[ActionKindCaption] [ActionCaptionLcz],

    [SysModuleEditLcz].[PageCaption] [PageCaptionLcz]

FROM

    [dbo].[SysModule] WITH(NOLOCK)

    LEFT OUTER JOIN [dbo].[SysModuleInWorkplace] WITH(NOLOCK) ON ([SysModuleInWorkplace].[SysModuleId] = [SysModule].[Id]

    AND [SysModuleInWorkplace].[SysWorkplaceId] = @P1)

    LEFT OUTER JOIN [dbo].[SysModuleEdit] WITH(NOLOCK) ON ([SysModuleEdit].[SysModuleEntityId] = [SysModule].[SysModuleEntityId])

    LEFT OUTER JOIN [dbo].[SysModuleEntity] WITH(NOLOCK) ON ([SysModuleEntity].[Id] = [SysModuleEdit].[SysModuleEntityId])

    LEFT OUTER JOIN [dbo].[SysModuleVisa] WITH(NOLOCK) ON ([SysModuleVisa].[Id] = [SysModule].[SysModuleVisaId])

    LEFT OUTER JOIN [dbo].[SysModuleLcz] WITH(NOLOCK) ON ([SysModuleLcz].[RecordId] = [SysModule].[Id]

    AND [SysModuleLcz].[SysCultureId] = @P2)

    LEFT OUTER JOIN [dbo].[SysModuleEditLcz] WITH(NOLOCK) ON ([SysModuleEditLcz].[RecordId] = [SysModuleEdit].[Id]

    AND [SysModuleEditLcz].[SysCultureId] = @P3)

WHERE

    NOT [SysModule].[SectionModuleSchemaUId] IS NULL

    AND NOT [SysModule].[SysModuleEntityId] IN (

SELECT

    [SysModuleEntityId]

FROM

    [dbo].[SysModuleEntityInPortal] WITH(NOLOCK))

ORDER BY

    [SysModuleInWorkplace].[Position] ASC,

    [SysModuleEdit].[Position] ASC',N'@SysWorkspaceId uniqueidentifier,@P1 uniqueidentifier,@P2 uniqueidentifier,@P3 uniqueidentifier',@SysWorkspaceId='2746F94F-8E5B-469A-AC1E-AAF90920BB36',@P1='79770671-CDE2-4C0F-9078-A4FF68703DEF',@P2='1A778E3F-0A8E-E111-84A3-00155D054C03',@P3='1A778E3F-0A8E-E111-84A3-00155D054C03'



The main table here from which the data is selected is SysModule and this table stores data on all the system sections. In this case "IP event" object is not present in the SysModule table since there is no section for "IP event".

Best regards,

Roman

Roman Rak,

Thank you for your answer. 

Does that mean there is no way to change it? Can I add the IP event to the system section?

Hello Chani,

You can create a section based on an already existing object and check if it works for you out:

https://academy.creatio.com/docs/user/no_code_customization/ui_and_busi…

Also you can try another way: to create a new object section called "IP event" and then connect the detail based on this section object (in case it doesn't contain data yet):

https://academy.creatio.com/docs/user/no_code_customization/ui_and_busi…

Best regards,

Roman

You can add custom css to the section where the dashboard is placed with the code similar to the one below:

.dashboard-listed-grid-module .grid-primary-column{
	font-weight: bolder;
}

this will make the primary column for the dashboard to be in bold text:

All you need is to correctly specify paths to elements on the page in css.

Best regards,

Oscar

Thanks Oscar Dylan, that worked.

Hi Damien,



Unfortunately, there is no such functionality, as for now.

We've registered it in our R&D team backlog for consideration and implementation in future application releases. Thank you for helping us to improve our product. 

Best regards,

Bogdan