Dashboard View from splitted Detail view

R41Z0R
New Member

Hello there, Iโ€™d like to make a dashboard-view of my customer table.
My table has 4 reference tables, so I thought about a dashboard-view, where I see all those 4 reference tables in one view, but I want to archive that after I click on a customer record to get to the detail view.

I want the detail view = dashboard with all the reference tables.
How am I able to do that? Slices doesnโ€™t allow the syntax: REF_ROWS(โ€œCustomer_Contractโ€, โ€œcIDโ€).

For example:


This view in as a dashboard-view with one table: Customer Details and the other one with the appointments.
Is this possible?

Greetings,
R41Z

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  • UX
7 REPLIES 7

I m afraid i m not perfectly understand your case, but try this.

First make table view or deck view for your parent table which do have 4 child related table.
And then place it to dashboard, while you place the detail view for 4 child tables. Make sure to set interact mode โ€œONโ€ for your dashboard.

From John Doe.

R41Z0R
New Member

Hey, thanks for your reply, unfortunately this is not what I want.

Imagine the same thing you said, but without the ability to switch customers (parent items).

I want to be able to click on a parent item in a table view, than open a โ€œdetail-view as dashboardโ€, so that the related tables are side by side with showing only the selected parent.

Unfortunately, last I tried you couldnโ€™t push a record to a dashboard view - meaning, you can do something like:

LINKTOROW([RowID], โ€œDashboardโ€)

The dashboard doesnโ€™t pick up the row youโ€™re passing along and instead just opens like normal.


Now if you wanna get crazy, you can create a flag system to isolate out which parent someone is looking at and use slices/views to create your dashboard. To do something like this youโ€™d need:

  • a column in some table to store the variable info
  • an action to set that variable to whatever someoneโ€™s selecting
  • slices to isolate out the related parent and child records (thatโ€™s looking at the place youโ€™ve stored the variable from the first item and filtering for those records)
  • views for these slices, and a dashboard bringing them together
  • and finally a navigation action to take you to the slice/dashboard.

The idea is youโ€™ve got a way to flag out a specific parent, then youโ€™ve got things that work based on that flag. Itโ€™s kinda crazy, but it works.

Okey, then the post from @Fabian may help ?

The last time I tried this, maybe a few months ago now, this wouldnโ€™t work. Iโ€™ll try again and report backโ€ฆ


Reporting back:

@MultiTech_Visions But you wonโ€™t be able to select another row. Or is this possible now?

@Fabian you mean likeโ€ฆ in the table view I wouldnโ€™t be able to select another record and change the โ€œinteractively displayed data?โ€

Iโ€™ve not experienced that; when Iโ€™m taking to the dashboard like this, I have always been able to select another row and see itโ€™s data.

  • That or Iโ€™ve never tried and noticed
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