Hello Vinoth,
Thank you for reaching out and for detailing your question.
From what I understand, you are trying to provide actions on records directly in a dashboard/chart.
I'm not sure what actions you'd like available there, could you please detail a little bit more what you are trying to achieve here?
Because as of now, it is not possible to trigger procedures from dashboards/charts, nor provide direct actions on the records resulting from a query.
However, as you already mentioned, it is possible to redirect to a business view that could provide the needed actions.
Another lead that might be worth exploring is if you can reproduce the filters from your dashboard query directly into a business view. Of course, this depends heavily on its complexity.
Don't hesitate to provide more info here so that the community helps you reach your goal.
If you'd like we can even convert this topic into a ticket if you want to share more confidential elements (model...).
Please let me know how we can be of help.
Have a good day.
Alexia
Hi Alexia,
Thanks for the response.
Let's say we have a dashboards that lists records that are not meeting certain conditions and a steward wants to review and either correct them or mark the records as "Reviewed, no action required", so when the reviewed records can be filtered out the next time.
I can navigate to a business view from the dashboard using the query action using either MDM ID or Source ID, but In these dashboards we have two values MDM Golden ID, Source ID, I want to pass both these attributes from the dashboard to the business view, so the user can use them to mark them reviewed. This is where the challenge is, any inputs to achieve the requirement would be helpful. In the below image, i want to pass both the IDs highlighted for the business view to mark them as reviewed by stewards.
Adding them in Business View as filters is complex, since the underlying query is checking for many conditions to match.
Thanks,
Vinoth
Hello Vinoth,
So is your need to gather both PK and SourceID between the dashboard and the business view in order to display only is required for the datasteward to review?
Or is it to catch those 2 elements to automatically trigger an automatic review of some sort?
Best regards,
Alexia
Hi Alexia,
We need both the IDS captured and sent to the target screen to take action by stewards.
"is it to catch those 2 elements to automatically trigger an automatic review of some sort" - this also would do Alexia, steward can review from the dashboard itself and mark them as reviewed.
Thanks.
Hello Vinoth,
It is not possible to automate actions from dashboard, so 2nd option is not possible.
For the first one, where does your query action should redirect you?
Because if you want to visualize the associated GD business view, the PK will be necessary.
But if you want the MD business view, then sourceID and publisherID will be needed.
I don't see which redirection would require the PK and sourceID > could you please explain?
Thank you
Best regards,
Alexia
Hi Alexia,
I looking for a query action to redirect me to GD view using one Golden ID, and I want to pass another GD from the dashboard list, since each result in the dashboard can have one Golden ID and another Golden ID/Source ID, I am looking for ways to capture this and send to a business view and take actions there.
Let me know if you want discuss over a call to understand the ask better. Thanks!
Hi Vinoth,
In this case, if I understand correctly your need, you may do a query action based on the native search form.
I did this on the CustomerB2C demo app:
mdm-app/dataloc1/CustomerB2C/browsing/BVTest(MD)?fromAction=Test&newFilter=%7B%22filterType%22:%22form%22,%22formName%22:%22Person_BuiltInSearchForm%22,%22fieldValues%22:%7B%22SEM_BUILT_IN_FORM_SourceID%22:%22${sourceid}%22,%22SEM_BUILT_IN_FORM_Gold_ID%22:${id}%7D%7D
The simplest way is to simulate your filters on an MD business view, take the URL and replace what you entered with the correct syntax based on your query (I've put them in bold for better identification).
Could that answer your need?
Best regards,
Alexia
Vinoth KUMAR C
Hi All,
We have Dashboards to show possible incorrectly merged records in a confirmed golden record. We have a requirement for a steward to review and take an action from the dashboard view, and mark if the master records listed in the dashboard are actually duplicates and they should not be appearing again in the dashboard, since the dashboard query pulling records based on specific conditions.
Using the query action, we were able to only navigate to the form page of the identified golden or master record. Am looking for any options that can help to trigger a DB procedure from the Dashboard drilldown page.
Appreciate your inputs. Thanks!
Vinoth