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

John W5 · ‎10-05-2020

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:

Overall Issues count (Scores)
Overall Risks count (Scores)
Possibly a timeline (custom roadmap of the projects being handled)

QUESTION: Is there a way to "embed" a "CIO Roadmap" under a given tab on a dashboard?
IF so, how to do so?

Latest project status reports for the projects being handled by a given team
Links to reports that are located under different tabs in the same dashboard
A weekly Comment area to high-light key things management should be aware of (e.g. Content Blocks)
. . .

Thomas_Davis · ‎10-05-2020

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.

View solution in original post

John W5 · ‎10-06-2020

Thanks you, Thomas

Yes, I seem to have fallen off your bi-weekly presentations.

Appreciate the link . . . and you are welcome about the feedback.

Side note: I am use to doing documentation amongst many other things.

A lot of times, I try to write for the neophyte as well as the technical reader. That way, the "tech" can skip the "many steps and snapshots", while the "neophyte" is shown the step-by-step with explanation . . . and after-a-while, the "neophyte" emerges with a stronger understanding.

Granted it takes more time, but the "pay-off" is so huge that it turns into a win-win . . . with a more competent colleague who understands how the app/system works.

Thomas_Davis · ‎10-06-2020

John W, check out this Blog that talks about Content Blocks, it may even help you more.

https://community.servicenow.com/community?id=community_blog&sys_id=29ec2e65dbd0dbc01dcaf3231f9619a4&view_source=searchResult

John W5 · ‎10-06-2020

Thanks again for digging up this link, Thomas.

Yes, I've noticed that Content Blocks do have a place/purpose on a Dashboard.

The Content Block utilities are like "icing and sprinkles and candles" on a cake!

Of course, these "sprinkles / icing / candles" are dollar bills!

Take care . . .