Record Dashboard - new dashlets

Hi Ada,

I'm assuming you meant to say the dashlet will appear on 'account B' rather than 'dashlet B'. Is the issue that the dashlet is showing unexpected data when viewing account B or that you do not want the dashlet to show at all?

If it's the data in the dashlet, can you provide more detail on the dashlet type and how you have it configured?

If it's the visibility of the dashlet you are looking to control, the intended behavior of Sugar is that the dashlet layouts in a module's record view intelligence pane will persist regardless of the record shown. There are code-level customizations that can be done to conditionally show dashlets. If you're based in the US, our company, Upsert, LLC, can provide you an estimate on such an effort as we are a Sugar partner. If you are outside the US, I recommend seeking out a regional Sugar partner if you are already not engaged with one.

Chris

Hi Ada,

I'm assuming you meant to say the dashlet will appear on 'account B' rather than 'dashlet B'. Is the issue that the dashlet is showing unexpected data when viewing account B or that you do not want the dashlet to show at all?

If it's the data in the dashlet, can you provide more detail on the dashlet type and how you have it configured?

If it's the visibility of the dashlet you are looking to control, the intended behavior of Sugar is that the dashlet layouts in a module's record view intelligence pane will persist regardless of the record shown. There are code-level customizations that can be done to conditionally show dashlets. If you're based in the US, our company, Upsert, LLC, can provide you an estimate on such an effort as we are a Sugar partner. If you are outside the US, I recommend seeking out a regional Sugar partner if you are already not engaged with one.

Chris

Hi Chris Raffle

I would like to be able to add dashlets only to the chosen accounts - right now it seems that when I add a new dashlet created from a report it applies to all other accounts, but it shows the data of the original report / account. 

I understand why that happens, but is there anything I can do about it?

Thanks!

Ada