How to show a report on the dashboard but read-only

carlocsa
Kilo Expert

Hi ServiceNow Experts,

I have created a dashboard containing a report that is visible to selected users. The objective is for the selected users to view the report in the

dashboard, but won't be able to open the report and edit the conditions. Is this possible?

Thank you.

Carlo

4 REPLIES 4

Rajesh Mushke
Mega Sage
Mega Sage

Hi Carlo,



add read only to user,



Please follow below steps to achieve your requirement :



Secure a homepage


Homepages have two types of roles: read and write. Read roles limit who can view the page.Write roles limit who can make edits to the page, such as adding and moving widgets or deleting the homepage.


Before you begin


Role required: admin
Note: If no write roles are specified on a homepage, then any user with one of the specified read roles may access this page and delete it.


Note: The option Add to homepage does not take into account the property cms.glide.add_content. This means that users can add reports to any homepage they can view. The result is that users create new homepages with the added information when they modify a homepage that they don't own.


Procedure


  1. Navigate to Homepage Admin > Pages.
  2. Select the homepage you want to secure.
  3. Click the edit icons next to Write roles or Read roles.
  4. Move the roles you want to restrict homepage access to from the Availablecolumn to the Selected column.
  5. Click Done.
  6. Click Update.


Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke

Rajesh Mushke
Mega Sage
Mega Sage

here is the screen shot,



The new homepage is available in the Switch to Pagechoice list for the users you specified or for all non-ESS users if the homepage is global.



http://wiki.servicenow.com/index.php?title=File:Portal_page.png


Portal Page form for the project overview homepages.


FieldDescription
TitleEnter the title of the homepage that appears at the top.
SelectableSelect this option to make the homepage appear in the Switch to page choice list for users. If you specify a user or a role, only the specified user or the users with the specified role can see the page in the choice list.
ViewEnter any value that you can use when referencing the homepage in a URL or module. You must specify a view to be able to edit the homepage for all users who can access it. The View value needs to be unique. Otherwise, if the View is used by multiple homepages, the Edit Homepage link may not redirect to the current homepage record.
UserIf you want the homepage to be a personal homepage for a specific user, select it here. Clear this field to keep the homepage global or if you want to specify the roles that are required to access the homepage.
OrderEnter a value that specifies where in the choice list of homepages that this page appears. Lower values move the page up the choice list.
Write rolesSpecify the roles you want users to have to edit this homepage.
Read rolesSpecify the roles you want users to have to access this homepage. The User field takes precedence over this field. If you specify a user in the User field, only that user can view the homepage, regardless of what roles you add here and regardless of what role that user has.


Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke

Hi Rajesh,



I tried the above but did not work. My objective is to remove the edit option for the report in the dashboard. This allows the selected users to only view the report on the dashboard with no access to the report details (ex. conditions used, columns, etc).



Capture.JPG



Thank you.



Carlo


Hi Carlo,



I think you need to create Record level Read ACLs for your requirement.



Please Hit Like and Helpful and Mark as Correct Answer based on your impact, helpful to others.




Thanks,
Rajashekhar Mushke
Rising star : 2022 - 2024
Community Leader -2018
Connect me on LinkedIn : Rajashekhar Mushke