How to create a Dashboard Landing page tab . . . that would provide links to other reports on other tabs in the same dashboard?

John W5
Mega Expert

Our management likes dashboards and the various reports that can be placed under various tabs.

The desire:   to have "an overview tab for management" that would highlight things like:

  1. Overall Issues count   (Scores)
  2. Overall Risks count    (Scores)
  3. Possibly a timeline (custom roadmap of the projects being handled)
    1. QUESTION:  Is there a way to "embed" a "CIO Roadmap" under a given tab on a dashboard?
    2. IF so, how to do so?
  4. Latest project status reports for the projects being handled by a given team
  5. Links to reports that are located under different tabs in the same dashboard
  6. A weekly Comment area to high-light key things management should be aware of (e.g. Content Blocks)
  7. . . . 
1 ACCEPTED SOLUTION

Thomas_Davis
Administrator
Administrator

A couple of things:

Create your first tab and call it whatever you want it to be.  Ex: Dashboard Contents

When you click on a tab in a dashboard, the URL changes, just grab the URL and use it on the first tab where you need it.  You can you a Static Content Block and create a Table of Contents on the first tab and list out everything that you want.  If you want some verbiage to go to s specific tab, go to that tab and copy the URL and then create a hyperlink in the Table of Contents in the Static Content Block.

I don't know that there is a way to go to s specific area on a tab of a report or widget. Meaning if you have to reports or widgets on a tab and it requires scrolling to get to one of them, I don't really know how you could make the URL scroll the tab to where that report or widget is.  *If someone knows, they may comment on your question as well*.

You may also be able to use a Dynamic Content Block to do some of this as well.

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7 REPLIES 7

sachin_namjoshi
Kilo Patron
Kilo Patron

You can create new dashboard and pull reports on these dashboards.

 

Create Dashboard

 

Regards,

Sachin

Thomas_Davis
Administrator
Administrator

A couple of things:

Create your first tab and call it whatever you want it to be.  Ex: Dashboard Contents

When you click on a tab in a dashboard, the URL changes, just grab the URL and use it on the first tab where you need it.  You can you a Static Content Block and create a Table of Contents on the first tab and list out everything that you want.  If you want some verbiage to go to s specific tab, go to that tab and copy the URL and then create a hyperlink in the Table of Contents in the Static Content Block.

I don't know that there is a way to go to s specific area on a tab of a report or widget. Meaning if you have to reports or widgets on a tab and it requires scrolling to get to one of them, I don't really know how you could make the URL scroll the tab to where that report or widget is.  *If someone knows, they may comment on your question as well*.

You may also be able to use a Dynamic Content Block to do some of this as well.

Thanks Thomas for your reply.

Many times our colleagues try to be helpful by referencing docs.servicenow.com . . . but in reality, most of us have already referenced the documentation.  And now, we are at the next-level, as the documentation is very surface-level; and not always providing a "deeper-dive" into the docs.

And what is disappointing:   ServiceNow folks could do a better job of demonstrating "real examples", not just a template / skeleton . . . of what the content would look like.

Your "static content block" will work for now.

iFrames do have their limitations . . . but hoping that SN's re-working of the UI will be friendlier for some of these tools to leverage . . . when they "standardized their apps" more.

 

John W, I understand what you are saying.  I would suggest you sign up for our Office Hours, where we share more in-depth scenarios and solutions.  I will get what you are asking for on the list of Office Hours that we present in the future.  Thank you for the feedback.