Automate sharing of Dashboards

[chartle]

I am looking for a way to automate the sharing of dashboards, including the reports they contain via Flow Designer.  I am having difficulty finding where in the database the relationship between dashboards and reports exist.  I have successfully created a request that will allow users to select reports that they own and users/groups to share with.  I am looking to do the same with dashboards.  Does anyone know if this is possible?  Proposed workflow:

1. User selects Dashboard(s) they own
2. User selects Group(s)/User(s) they wish to share with
3. Flow grants access to Dashboard(s)
4. Flow identifies Reports on selected Dashboard and shares with selected users and groups.

Thanks!

[ryan_pope]

Sounds like you've figured out the report sharing already, but to automate the sharing of a dashboard, you just create records on the Dashboard Permissions table (pa_dashboards_permissions). It is a M2M-esque table, so you'd need to create a record for each dashboard and each selected group and/or user.

[chartle]

Thank you for your reply.  Yes, I was able to find where to share the dashboards themselves.  I'm hoping to find what reports exist on the dashboard, and kill two birds with one stone.  I haven't been able to find anywhere that stores a relationship between dashboards and the reports they contain.  Example, a customer says they wish to share Dashboard A, and we can find all of the reports that are on Dashboard A, so that we can share those at the same time as the dashboard, rather than have the customer share all of the reports individually, and then the dashboard.

Hopefully I'm making sense.

Thanks again!

[ryan_pope]

I follow. It's a bit tricky, as the path to get from dashboard to report is extremely convoluted and challenging. From the Dashboard itself, use the "Dashboard Properties" context menu option to see the Dashboard record itself (on the pa_dashboard table). You then would need to jump to the Dashboard tab related list to view all the tabs on the dashboard (pa_m2m_dashboard_tabs). If you click into the Tab reference from there, you're led to the pa_tabs table, where there's a reference to "Page". If you click into the page record, you're led to the sys_portal_page table, which has a related list called "Portal". On that portal record, there's a "Portal Preferences" related list, with a query where "Portal section=[sys_id]", and that houses the name and sys_id of a report (sys_report) so you can access for sharing out.

Hopefully this helps!

Ryan

[Mark Nguyen]

Hi @chartle ,

Have you found a solution with Flow for this? I am attempting the same as we get way too many end user access requests for dashboards and reports.

Thanks,

Mark