Advanced Redirection of Dashboards
This guide explains how to configure interactive redirection from a Platform Analytics dashboard visualization (e.g., Pie chart) to a record list in a workspace using UI Builder event handlers.
Navigate to Platform Analytics Dashboards
- In the Application Navigator, search for Dashboards.
- Open Platform Analytics → Dashboards.
1.Create a New Dashboard
- Click Create Dashboard.
- Select Technical Editor.
- Click Create New Dashboard.
This allows the dashboard to be edited using UI Builder.
2.Open the Dashboard in UI Builder
- Open the newly created dashboard.
- Click Edit in UI Builder.
You will now be redirected to UI Builder, where the dashboard layout and components can be configured.
3. Add a Layout
- Click Add Content.
- Select a Layout.
- Choose any Column Layout based on your requirement.
4. Add a Data Visualization Component
- In the component search bar, search for Data Visualization.
- Drag the Data Visualization component into the layout.
This component will be used to display charts like Pie, Bar, or Line charts.
5. Configure the Data Resource
- Select the visualization component.
- On the right-side configuration panel, go to Configure.
- Select a Data Resource based on the data you want to visualize.
6. Configure the Click Event
To enable redirection when a chart element is clicked:
- Go to the Events section.
- Find the event Visualization Clicked.
- Click Add Handler.
7. Add Advanced Dashboard Redirect Handler
- Search for Advanced Dashboard – Redirect.
- Select the handler.
- Switch to Script Mode.
8.Switch to script
9.Add the following in the script
Parameter | Description |
path | Defines the target workspace (example: now/sow for Service Operations Workspace). |
route | Determines the view type. simplelist opens a list of records. |
table | Dynamically retrieves the table name from the chart click event. |
query | Passes the filter/query based on the clicked visualization segment. |
title | Displays the title of the selected visualization. |
external | Used when redirecting outside the workspace (optional). |
Script:
return {
context: {
path: "now/sow"
},
route: "simplelist",
fields: {
table: event.payload.params.table
},
params: {
query: event.payload.params.query
},
title: event.payload.title,
external: null
};
Final Result
When a user clicks on a chart segment (e.g., a Pie chart slice):
- The event payload captures the selected filter values.
- The Advanced Redirect handler processes the event.
- The user is redirected to the workspace list view.
- The filtered records are displayed in the Simple List view in Service Operations Workspace.
