I have two CRM Analytics dashboards in the same app: -
1)Dashboard A has a table of assets, grouped by Asset Name (dataset: DatasetA, field: Name). -
2) Dashboard B is a detail dashboard for one asset. It has a list widget "Select Asset Name" (dataset: DatasetB, field: Name).
Goal: when a user clicks an asset in the table on Dashboard A, Dashboard B should open in a new browser tab with that asset already selected.
Can you please advise how we can achieve this use case?
Hi @Harshit Sahu,
Thanks for elaborating on the details.
Regarding different tabs vs pages: I don't think it's less clicks for the users to switch between different tabs vs pages.
With your new use case description using pages, this is much easier and can be done easily with "connected data sources" and "widget interactions".
Please follow the steps in the short video attached:
I've created a dashboard with two pages, based on different datasets, in my example opportunity data and opportunity product data (the more detailed information).
In the first step, I'm using widget interactions two switch from page A to page B. Make sure to enable "go back on deselect", so the user will always be back on page A as soon as they deselect the table. As you can see, switching between pages is working, but the selection in the table doesn't have any impact on the detail charts.
Recommendation: make sure to have the table where you are selecting a row on the second page. Otherwise, the "back on deselect" wouldn't work. Make sure, to use the "add to page" feature (small grey buttons at the bottom right) to achieve this - don't copy the table!
Step 2: connecting the two datasets, meaning creating relations between corresponding fields of the two datasets. In my example, I'm using the Opportunity ID, but it would also work with the Opportunity Name. Now the selection in the table filters the charts, which are based on a different dataset than the table.
