dashboards | Community Creatio

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

Do you like this idea?

0 comments

Show all comments

Question

calculated_metrics

Sales_Creatio_enterprise_edition

7.16

Calculated Metrics addon - lookup contents

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

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:

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?

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.

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!

17:47 Oct 09, 2020

Alexander Demidov,

Thanks, looks good.

Show all comments

Question

Dashboard Filters not working

7.15_()

-Sales_Creatio

enterprise_edition_()

16:58 Jan 08, 2020

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

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.

Dashboards for Portal Users

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.

Show all comments

Question

Mitch Kaschub

00:42 Nov 27, 2019

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

1 comments

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

Show all comments

Question

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.

5 comments

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.

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

Show all comments

Question

dashboard

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

1 comments

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

Show all comments

Idea

Discussion

Quarter format for dates in dashboards

Ideas

18:01 Sep 12, 2019

It would be quite nice to have a Quarter date grouping option for dashboards (in this menu).

Do you like this idea?

2 comments

19:49 Sep 12, 2019

Dear Darian,

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

Best regards,

Dean

Vladimir Sokolov

10:40 Sep 17, 2019

And Week & Year

Show all comments

Question

CSS

How to add custom css for dashboards

sunpisces

13:25 Sep 03, 2019

Hi Community,

Is there a way to add custom css for dashboards?

Thanks in advance

1 comments

14:43 Sep 03, 2019

Dear Sunpisces,

Unfortunately, it is not possible to add the custom CSS styles to the dashboards. You can only create the custom widget that will may the custom CSS styles. More details can be found here https://academy.bpmonline.com/documents/technic-sdk/7-12/adding-custom-dashboard-widget?document=&_ga=2.12020211.678650190.1567427398-650750588.1567427398

We already had similar requests from multiple customers, therefore this possibility will be available in the future application versions only.

Best regards,

Dean

Show all comments

Question

7.14_()

sales

Financial Year Filtering

11:41 Aug 07, 2019

Hi,

On my dashboard reporting I want to create filters that show the data just for the current and on another data series last financial year, so I can clearly see comparisons. I am not seeing how I can achieve this in the filtering options:

Is this possible and if not is this a feature that can be added to allow this, as this is an important metric requirement.

thanks

Mark

2 comments