Tutorial: how to add a dashboard with working redirect to a workspace

Stefan_Garcia
Tera Contributor

Background

This tutorial uses MGOPW's workspace tutorial as a starting point. Complete that tutorial first and then start this one. After adding a dashboard I was encountering the Page Not Found error when clicking through the data visualizations. I could disable "Default redirections" in UI Builder for the dashboard, but that would redirect users to Core UI and out of my workspace. Completing the tutorial below will show you how to redirect users within the workspace as desired.

 

Prerequisites

Workspace with basic functionality

Platform Analytics dashboard

 

Create the dashboard page

Change to your workspace application scope, and open UI Builder. Select your workspace experience.

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Click the "+" icon to create a new page

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Select the Dashboards tile and click "Use template"

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For our tutorial, name your page Dashboards as suggested.

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Review the parameters and click "Looks good"

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Review the variant information and click "Create"

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When the page loads in UI Builder, select the Dashboard component in the element tree on the left, and review the right-hand configuration panel. Ensure that "Use default redirections" is checked. Under Default Dashboard, select your previously created dashboard (I recommend making a simple test dashboard for this tutorial, with at least one bar or pie data visualization).

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Be sure to add your new dashboard page to the Side Navigation menu per the original tutorial linked above.

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If you try to use the dashboard, you'll get the "Page Not Found" error. Continue on...

 

Create the simple list page

Return to your experience in UI Builder and create a new page.

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Select the Simple List tile and click "Use template" - NOTE: depending on your version, you may see it as Simple List Page Template, or you may need to scroll down to and expand the "View legacy templates" section of the template tiles screen to find the Simple List page.

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Populate the name of the page as desired. The URL path MUST be simplelist as shown in the screenshot.

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Review the parameters and click "Looks good"

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Review the variant information and click "Create"

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Once the page has been created, change from the Editor tab to the Settings tab in UI Builder. NOTE: On the left-hand side, make sure General is selected instead of the Default variant.

Under "Required parameters" click the "+Add" button. Click the pencil on the new pill that appears and type "table" exactly as shown in the screenshot.

Under "Optional parameters" click the "+Add" button. Click the pencil on the new pill that appears and type "query" exactly as shown in the screenshot.

Click Save at the bottom of the screen to save your changes.

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Testing your workspace and clicking on a data visualization on the dashboard should now redirect to the appropriate list view within the workspace environment.

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