How to Improve Dashboard Drill-Down Experience in ServiceNow
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3 weeks ago
Hello , our customers are experiencing a not ideal user experience when using the Platform Analytics dashboards.
Currently, when a user clicks on a score in a dashboard widget, the drill-down functionality defaults to a classic list view. This is not aligned with the goal of moving to workspace experience, particularly with the Project Workspace.
I am interested in a solution, if there is any, to one of the following two scenarios:
Direct Drill-Down to Workspace List: How can we configure the dashboard widget so that clicking on a score or report results in a filtered list of projects that opens directly within the Project Workspace?
Redirect from Classic List to Workspace Form: If a direct drill-down to the workspace list is not possible, how can we ensure that when a user clicks on a project number within the classic list view, the record automatically opens in the Project Workspace instead of the classic form ?
Thank you very much in advance, for your help
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2 weeks ago
When creating or editing a Platform Analytics widget, the last section under the "Configuration" panel on the right is "Chart interaction", where you can select "Go to data view" (default) or "Go to URL". With the latter, you can direct the user to a hardcoded URL, but unfortunately not to a dynamic URL which you would need if you wanted to display the list in a Workspace.
As of now, the only option is to create a Technical Dashboard (instead of an "In-line editor" dashboard), where you can Add a drilldown event to a data visualization