How to redirect to customize dashboard after specific user logged in at platform ?

Jiang Yang
Tera Contributor

In my personal instance , after I logged in at platform ,below page is default displayed.

but,I would like to achieve that one customize dashboard default displayed after I logged in at platform.

Does anyone have solution can achieve this requirement ?

find_real_file.png

4 REPLIES 4

Community Alums
Not applicable

Hi @Jiang Yang ,

Home pages are a user preference. If you want to set it as the default for each service desk agent, you'll need to create/update the user preference record specific to each user. Navigate to User Administration> User Preferences and you'll find records there. The name field will simply be "homepage". Here's a sample for Beth Anglin. Hint: I often find it easiest to create one for me and then copy it to the others to avoid human error.

Use the "New" button at the top to create new records. You'll need to know the sys_id of the home page, which is why I like to set one record (e.g. MINE) to that value to use as a reference. 

 

find_real_file.png

find_real_file.png

Another Approach:

This is what a scripted solution goes :

Scenario: Customer wants a user with a particular role to be re-directed to a specific homepage.

Solution: There are multiple ways to do this, but the method shown here is done on the sys_user_has_role table. Since the requirement is that the homepage be set based on a role, what better place to invoke the sys_user_preference than on the table that tracks when the user gets the role. Create an "After Insert" Business rule on the sys_user_has_role table with the order of 99 (so that it is not stopped by other business rules) and give the script as outlined below to set the homepage.

 

Advanced Business Rule:

image image

 

Note: You may want to create a fix script to reinsert or update the roles for those users so that this BR would be invoked. Or simply set the homepage with a fix script for users with the existing role.

 

image

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

 

Community Alums
Not applicable

Hi @Jiang Yang ,

Glad to see my answer helped you, Kindly mark the answer as Correct & Helpful both such that others can get help.

Thanks,
Sandeep

This creating user preferences for redirecting a user to dashboard is working but here name is homepage that is not working.

Use my_home_navigation_page as a name instead of homepage then it will work as expected.

 

Thanks,

Mahesh kumar

 

Mahesh Kumar96
Tera Contributor

How we can do based on groups.

particular group members need to be redirected to a dashboard