Hello,
I am trying to add a new dashlet to the Account Record Dashboard. I noticed that if I add an account-related dashlet to Account A, the same dashlet will appear on dashlet B.
Is there any way around this?
Thanks!
Ada
Hello,
I am trying to add a new dashlet to the Account Record Dashboard. I noticed that if I add an account-related dashlet to Account A, the same dashlet will appear on dashlet B.
Is there any way around this?
Thanks!
Ada
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 Napierala,
If you are running on at least Sugar 12.2, you should be able to achieve this. For the original report, you want to be sure not to include any filters on explicit account records. Then, when you add the report dashlet to the account record view, you want to select the 'Related to Current Record' checkbox and then the 'Field or Subpanel' dropdown to 'Opportunity':
This will implement a dynamic filter in the report dashlet so it is contextual to the account you are viewing. If you are running Sugar on-premise, I believe this functionality will be available to you in the upcoming 13.0 release.
Chris
