Question
Ford Motor Pvt Ltd.
IN
Last activity: 26 Jul 2021 11:01 EDT
Override custom dashboards
We have a requirement where, All the team members have customized there own dashboards in case manager portal. Now manager of team member, wants to publish a new dashboard for the whole team.
How we can achieve it ?
***Edited by Moderator Kayla to update Platform Capability tags***
Accepted Solution
Updated: 26 Jul 2021 11:01 EDT
Maantic
IN
@Vikas_Agrawal - You will need to delete the personalized Dashboard instances. You can find the instances under System-User-Dashboard class for each user. Once this is deleted whatever manager publishes it will be visible to the end user.
Coforge
IN
From the case manager portal you have the option of publishing the dashboard for the whole team.
Check the link for reference if that helps:
Ford Motor Pvt Ltd.
IN
@SoumyadeepB1801 Thanks for your suggestions.
My requirement is more for overriding. When each team member has already customized their dashboard screens, how can we override them, so that when team manager publishes as new dashboards, team members can see new one ?
Pegasystems Inc.
IN
refer if this is useful : https://community.pega.com/knowledgebase/articles/case-management/84/configuring-your-dashboard
Ford Motor Pvt Ltd.
IN
@TashikaS thanks for your response.
This link talks about how to publish dashboard. But my requirement is more for overriding. When each team member has already customized their dashboard screens, how can we override them, so that when team manager publishes as new dashboards, team members can see new one ?
Accepted Solution
Updated: 26 Jul 2021 11:01 EDT
Maantic
IN
@Vikas_Agrawal - You will need to delete the personalized Dashboard instances. You can find the instances under System-User-Dashboard class for each user. Once this is deleted whatever manager publishes it will be visible to the end user.
Ford Motor Pvt Ltd.
IN
@KALINGAROUT Thanks. It works.
Main Digital
US
@KALINGAROUT Thank you, so much. What we need to do to migrate the dashboard changes to higher environments?
just the instance with "WorkGroup" is suffice to move?
Maantic
IN
@Nirmala - Did you do Publish or Publish to Default. If you have published to default then you have to take the instance with the pzinskey of "SYSTEM-USER-DASHBOARD DEFAULT!DEFAULT!DEFAULT"
Updated: 26 Jul 2021 8:58 EDT
Main Digital
US
@KALINGAROUT I did Publish To Team.