Default specific dashboard for specific group users

Rocky5
Kilo Sage

‎05-11-2022 07:34 AM

Hello Folks,

I want to set a particular dashboard as a default dashboard for users of specific group. i.e. if a user of Group A is logged in he/she must see the Dashboard A as default dashboard on homescreen.

How can I achieve this? Any help is appreciated.

Thanks,

Rocky.

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5 REPLIES 5

Nayan Mahato
Tera Guru

‎05-11-2022 07:46 AM

Hi Rokcy,

 

It can be done by creating User Preferences. Please perform the below steps.

Set one dashboard as a home for specified users

Configure ServiceNow so that specified users see the same dashboard when they log in.

 

Procedure

  1. Configure the user preference my_home_navigation_page. For more information, see steps 1–5 in Set dashboards as home for all users.
  2. Navigate to the dashboard you want to set as home for all users.
  3. From the context menu, select Dashboard Properties.
    Context menu open with Dashboard properties selected.
  4. On the Dashboard Properties form, click the context menu again, and select Copy sys_id. Paste the sys_id into a text file so that you can copy it into the property you create.
  5. Navigate to User Administration > User Preferences.
  6. Create a user preference with the name: com.snc.pa.ui.preferences_dashboards.
  7. Give the property a meaningful description that you can search for.
  8. Check the box labeled System.
  9. In the User field, type the user name of the user who sees this dashboard when they log in.
  10. Set the Type to string.
  11. In the Value field, enter the following: {"last":"dashboard_sys_id"}, but replace dashboard_sys_id with the sys_id you copied in step 4.
  12. Select Submit.
  13. Specify the same dashboard for more users.
    1. Select the context menu icon (context menu icon.) and choose Insert and Stay.
    2. Type the name of the next user in the User field.
    3. Select Submit.

Result

The specified users see the same dashboard when they open ServiceNow. For more details , please click the below link.https://docs.servicenow.com/en-US/bundle/sandiego-now-intelligence/page/use/dashboards/task/set-dash... Regards, Nayan
 
 

Jonathan102
Tera Guru
In response to Nayan Mahato

‎07-06-2022 06:51 AM

Hi Nayan,

Can the User field in step 9 be set with using a group or role? 

Thanks,

Jonathan 

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Jonathan102
Tera Guru
In response to Nayan Mahato

‎07-06-2022 06:51 AM

Hi Nayan,

Can the User field in step 9 be set with using a group or role? 

Thanks,

Jonathan 

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Pavel4
Tera Expert
In response to Nayan Mahato

‎04-14-2023 07:57 AM

unfortunatelly this does not solve all the need.

yes, we will create script and business rule which will set the last dashboard for all users, but it is overwritten everytime user navigates to different dashboard.

if it would be possible to really set the "default", not the "last", it would make much more sense, you would be able to set it as non-dynamic homepage, something you want to see all the time you log in or click the company logo in the banner....

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