SPW Goal Dashboard filter customisation

Mark72
Tera Contributor

3 weeks ago - last edited 3 weeks ago

Hello!

 

I am setting up the SPW for a customer, who are particularly keen on seeing data related to their OKRs.

As such they like the Dashboard in the Goals section in a portfolio plan, however they'd like to add a couple additional filters to the dashboard beside the 5 seen below.

Mark72_0-1757429713185.png

Can someone point me to where I can make this change? I've gone through PortfolioPlanGoals and GoalsDashboardQueryAPI script includes, I can see where an encodedquery is being used to filter, but not how to add a new one.

 

This doesn't seem to be a regular dashboard, I've scoured the UX page elements and closest I can find is the Goals UX Macroponent Definition, but again am not sure if this is right, or where to edit it. 

 

And of course not forgetting to use UI builder, however I can't get it to show me the page I’m looking for. Though it does seem to indicate what I want is coming from the Portfolio(Default) page, but I again have not seen a place to edit the dashboard!

 

Very muchly hoping someone can point me to something simple that I've missed, or can tell me I just shouldn't be editing this, which I can relay to my customer and stop my head scratching!

 

Thanks all.

 

EDIT:

I found the specific Macroponent Definition for this dashboard, simply named "Dashboard default", sys_id is "f9525c8b77012110114329354f5a9917".

In order to add a filter it looks like a number of changes need to be made, in Composition and client scripts, if anyone has a guide to do this, or an explanation why I can't edit filters simply in UI builder I would still be greatly appreciative!

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phil_bool_unifi
Tera Guru
Tera Guru

3 weeks ago

I've been looking at this as well Mark, and like you, I'm getting stuck.  I'm trying to work out if I can enhance that page by adding a filter relating to a data point the customer is using on all their planning items.  

I can find the UX Macroponent Definition record in the native view (https://[instancename].service-now.com/nav_to.do?uri=sys_ux_macroponent.do?sys_id=f9525c8b7701211011... but I'm stumped on how to open that in the UI Builder. 

I can see in the UI Builder view of the SPW_Dashboard page that a default dashboard is referenced by sys_id, but that's not the same dashboard when you open it. 

I've toyed with the idea of writing my own dashboard and having it pulled in using this 'default' property, but because the data that's needed to filter this is in the configuration of the Portfolio Plan, it doesn't seem easy to replicate that data call when the bespoke dashboard loads.  I'm guessing it's possible in the UI Builder data engine, but it still doesn't seem like the right approach.  The experience in the workspace is more than just a dashboard. 

If anyone has any suggestions, I'd love to hear them!

Phil Bool
Rising Star 2025

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