Platform Analytics dashboard: redirect to workspace?
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
10-03-2024 05:13 AM
We have clients using SOW or the CSM/FSM workspace. Before workspaces existed their agents worked from dashboards. They clicked on the report showing their work and were brought to a list with that work.
With Platform Analytics dashboards this still works: they click on the report and are taken to the list of records they need to do something with. Only: this list is in the old UI, not in the workspaces, which have been designed for them to work from.
I know that creating a landing page on a workspace showing the reports that are on the dashboard(s) will keep them inside of the workspace, but when an agent is tasked with an assignment that needs him to work from another dashboard, he expects the same overview when clicking on the report.
Is there any work done related to redirecting from a PAE dashboard to workspace(s)? Is this something on the backlog or (hopefully) already being tested for a next release?
Next Experience really is a huge improvement to the old UI, but PAE is now forcing us to keep using that view.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
- Labels:
-
Workspaces
- 7,803 Views
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-13-2025 06:15 AM
Not including the filters.
Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-17-2025 12:32 AM
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
09-02-2025 11:37 PM
Thanks a lot. Your client script could help a lot.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-18-2025 07:45 AM
Hi @Vikram Gupta, thanks for adding the solution here. Could you please let me know if this would work for all PA Reports? I want to redirect to workspace, for all reports accessible from All > Platform Analytics > Dashboards > Drilldown to reports/visualisations
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
03-18-2025 07:56 AM - edited 03-18-2025 07:59 AM
That dashboard needs to be embedded in workspace then only it can redirect. screenshot is of platform dashboard inside workspace
@Mark Manders Please mark this as resoled if your queries is answered ?
