Hello there, I’d like to make a dashboard-view of my customer table.
My table has 4 reference tables, so I thought about a dashboard-view, where I see all those 4 reference tables in one view, but I want to archive that after I click on a customer record to get to the detail view.
I want the detail view = dashboard with all the reference tables.
How am I able to do that? Slices doesn’t allow the syntax: REF_ROWS(“Customer_Contract”, “cID”).
For example:
This view in as a dashboard-view with one table: Customer Details and the other one with the appointments.
Is this possible?
Greetings,
R41Z
I m afraid i m not perfectly understand your case, but try this.
First make table view or deck view for your parent table which do have 4 child related table.
And then place it to dashboard, while you place the detail view for 4 child tables. Make sure to set interact mode “ON” for your dashboard.
From John Doe.
Hey, thanks for your reply, unfortunately this is not what I want.
Imagine the same thing you said, but without the ability to switch customers (parent items).
I want to be able to click on a parent item in a table view, than open a “detail-view as dashboard”, so that the related tables are side by side with showing only the selected parent.
R41Z0R:
“detail-view as dashboard”
Unfortunately, last I tried you couldn’t push a record to a dashboard view - meaning, you can do something like:
LINKTOROW([RowID], “Dashboard”)
The dashboard doesn’t pick up the row you’re passing along and instead just opens like normal.
Now if you wanna get crazy, you can create a flag system to isolate out which parent someone is looking at and use slices/views to create your dashboard. To do something like this you’d need:
- a column in some table to store the variable info
- an action to set that variable to whatever someone’s selecting
- slices to isolate out the related parent and child records (that’s looking at the place you’ve stored the variable from the first item and filtering for those records)
- views for these slices, and a dashboard bringing them together
- and finally a navigation action to take you to the slice/dashboard.
The idea is you’ve got a way to flag out a specific parent, then you’ve got things that work based on that flag. It’s kinda crazy, but it works.
Okey, then the post from @Fabian may help ?
[Deep link to bring up interactive dashboard view with pre-selected records?](https://community.appsheet.com/t/deep-link-to-bring-up-interactive-dashboard-view-with-pre-selected-records/11384/6) Feature Requests
Please have a look on my comment and @Harry’s answer below.
How to go to a dashboard view of a specific r…
I was able to get the expression to work using this. LINKTOROW([Property ID], “Dashboard”)> > Now it will go to the dashboard view of the selected row (property) and the views in the dashboard view only show the related items for that property.
The last time I tried this, maybe a few months ago now, this wouldn’t work. I’ll try again and report back…
Reporting back:
@MultiTech_Visions But you won’t be able to select another row. Or is this possible now?
[How to go to a dashboard view of a specific r...](https://community.appsheet.com/t/how-to-go-to-a-dashboard-view-of-a-specific-r/2424/8) Questions
Hi @Fabian, I’m afraid that what you just described is a limitation of deep links at the moment. If the app is opened in a web browser, one thing you can do is to remove the “&row=RowKey” parameter from the URL, and then reload the page. This will allow you to pick the other rows in the dashboard.
@Fabian you mean like… in the table view I wouldn’t be able to select another record and change the “interactively displayed data?”
I’ve not experienced that; when I’m taking to the dashboard like this, I have always been able to select another row and see it’s data.
- That or I’ve never tried and noticed
