How can I adapt dashboard functionality in HR workspace?

Vasu ch
Kilo Sage

Hi,

I've a requirement to add the dashboard functionality to the HR workspace. I believe for that I have to use Dashboard viewport component in the page. But when I open HR workspace in UI Builder, all I see is a couple of landing pages with only 7 usable components. I can't see Dashboard viewport component and there. Then how can I adapt the dashboard functionality in my HR Workspace? I want my HR Workspace users can able to view and create the dashboards from the workspace itself.

 

1 ACCEPTED SOLUTION

Community Alums
Not applicable

Hi @Vasu ch ,

Refer to this:

https://docs.servicenow.com/bundle/quebec-now-intelligence/page/use/par-for-workspace/task/create-workspace-dashboard.html#create-ws-db

 This was the correct answer in my previous post as well(https://community.servicenow.com/community?id=community_question&sys_id=ff2e09741bb0b410d46b62c4bd4bcb03).

Please mark my answer as Correct & Helpful, if applicable.

Thanks

Sandeep

View solution in original post

6 REPLIES 6

Community Alums
Not applicable

Hi @Vasu ch ,

Refer to this:

https://docs.servicenow.com/bundle/quebec-now-intelligence/page/use/par-for-workspace/task/create-workspace-dashboard.html#create-ws-db

 This was the correct answer in my previous post as well(https://community.servicenow.com/community?id=community_question&sys_id=ff2e09741bb0b410d46b62c4bd4bcb03).

Please mark my answer as Correct & Helpful, if applicable.

Thanks

Sandeep

Hi Sandeep,

Thanks for the reply. I've gone through the doc you gave. But, After creating the page, while adding the components I'm not getting the Dashboard viewport component.

find_real_file.png

 

Also, when I create a new page here then it is automatically going under the landing page.

find_real_file.png

Community Alums
Not applicable

Hi,

Before you begin

Role required: admin, dashboard_admin, ui_dashboard_builder, sn_ui_builder.dashboard_builder_admin

The Workspace Dashboard Builder implements UI Builder functionality including Components and Layouts.

Configure a dashboard viewport in the experience.

Optional: Configure dashboard overview.

Procedure

  1. Navigate to All > Now Experience Framework > Experiences.
  2. Click the link in the Admin panel column for the application you want to work with.
  3. On the App Configuration page, click Open in UI Builder.
  4. Click Menu and select Create page.
  5. Name the page and click Create. The Create a page dialog also shows how the page is named in the URL and the path to the page.
  6. Double-click a Dashboard viewport component or drag one to the staging area of the UI Builder.
  7. In the Config panel, select Open Dashboard Builder. This is where you create your dashboard.
    Open dashboard builder link in the config panel of a Dashboard Viewport component on the UI Builder
  8. On the right side of the Dashboard Builder, in the Layout tab, choose a layout. To show the Layout tab at any time, select Body in the content menu to view the layout choices. The layout organizes containers in various pre-determined patterns.
    Containers hold dashboard components including data visualizations, static text boxes, and images.
    You can change the layout at any time. For more information, see Change layout of a page.
    Click the plus icon (Add item to container plus icon) in any container to add an item from the Dashboard Builder Toolbox, such as a data visualization, filter, or image. Alternately, Click the toolbox icon (toolbox icon) to open the Dashboard Builder Toolbox and drag a container to the main window to start building.
  9. Add a component to the container, from either the Components menu on the left or by clicking + Add in the staging area. The Config panel on the right enables you to configure the component you chose.

    If the dashboard you are creating has tabs, select the Tab Set component first. See Add tabs to the example dashboard for an example tab set.

    Component menu and Add component button on dashboard builder

    If you select a visualization component, you can configure the entire visualization from the source, to the visualization type, to the styling. When you select a table, you see a preview of the records in the source. When you select an indicator, you see a preview of the indicator's details including type, source, and filters. If the source you select is correct, click Add this source.

    If you select a filter, see Now Experience filters.
  10. In the Config panel, configure the visualization. The source determines the aspects of the visualization that you can alter. For example, a table source enables you to choose the type of visualization, the metric, and how often it's refreshed. For more information on configuring the different visualizations, see Dashboard builder visualization types.
  11. (Optional) Add more containers, components, and configurations.
  12. Click Save at any time to save the changes you've made to the dashboard.

 

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

Hi @Sandeep Dutta ,

I struck in 6th step itself. I'm not getting Dashboard viewport component to continue further.

It seems we can add only landing pages to the HR Workspace and for landing pages we don't have dashboard viewport component (As per Add components to a landing page in UI Builder | ServiceNow Docs ). Am I correct here?