UI Builder Requirement: When the user clicks on the Report tab, it should redirect to the Dashboard
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Sunday
UI Builder Requirement: When the user clicks on the Report tab, it should redirect to the Dashboard and display the relevant report. Additionally, when the user selects All Cases, My Cases, or Needs Action, the corresponding case records should be displayed.
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Monday
Yep — in UI Builder this is usually just navigation plus like a filter state.
Report tab
On the Report tab click, use a Navigate action to send the user to your Dashboard page.
Pass something like a reportId / reportKey as a page parameter (so the dashboard knows which report to show).
On the dashboard, bind the report component to that parameter so the right report loads automatically.
All / My / Needs Action
Create one client state variable like cs_caseFilter (default all).
When the user clicks:
All Cases → set cs_caseFilter = all
My Cases → set cs_caseFilter = my
Needs Action → set cs_caseFilter = needs
Bind your case list data resource to cs_caseFilter and apply the matching query:
all = no extra filter
my = assigned_to = current user (or opened_by, depending on your definition)
needs = whatever states/flag you use for “needs action”
That’s the basic pattern: tab click navigates, and button clicks change a filter state that refreshes the list.
@sai kishore - Please mark as Accepted Solution and Thumbs Up if you find Helpful!!
