How to set a default dashboard as homepage depending on role

[Susan Davidson]

I have managed to set up a user preference for all that will set them to see a dashboard as a homepage.

Now i am trying to set which dashboard they see

If they have an ITIL role i want them to see a dashboard with a sysID of 8990eb501bc4e054af6b76e2cd4bcb3f

If they have a business stakeholder role i want them to see a dashboard with a sysID of f601441d1b606c101ffc3153cd4bcb16

I want these ALWAYS to be the default they go to even if they end their previous session viewing something else.

Could anyone help with how i would do this? I thought a user preference but it's not working even if i just try to set that first dashboard for all (it's still trying to default to different dashboards for different users)

[Kieran Anson]

Hi,

When a user sets dashboards as their default navigation option, their user preference for my_home_navigation_page becomes $pa_dashboard.do. This doesn't change unless they use the settings menu to set it to homepage.

What you can do is modify the URL in the value to include the full dashboard URL:

]

This is will always go to that particular dashboard.

[Susan Davidson]

Thank you.. that works great if it is just the one dashboard... but if i have two different ones based on different roles?

So if you are a user with the role ITIL go to dashboard A

If you are a user with the role Business Approver go to dashboard B

can you put a script in there that checks role first and then returns the appropriate URL? Or does everyone just have to go to the same dashboard and then switch to the business approver one if thats' the one they want.

[Kieran Anson]

Hi Susan,

You'll need to add a business rule to the sys_user_has_role table which, on insert, sets the user preference based on the role.

Is it only for two different roles you need to do this? Is there a chance a user could have both roles?

[Susan Davidson]

Sorry for the delay in answering. There may be a third role at some point. No chance with the current two roles that they would have both. It would be one or the other.