Action Embedded Dashboard’s Input Value Preset

Owned by Jan Panoušek
Jul 23, 2024
1 min read

For the supported dashboards (Customer Insights, Sales Insights) the context is passed automatically from the Data Scope (as much as possible) and the dashboard definition is already pre-set with this context (the user can still change it manually).

  • Datamart Watcher:

    • If the Data Scope Datamart and the embedded dashboard Datamart are equal, then the generic filter can be transferred/applied.

  • Dashboard Watcher:

    • If the Data Scope dashboard and the embedded dashboard are equal, then all the input values can be transferred.

    • If the Data Scope dashboard's Datamart and the embedded dashboard's Datamart are equal (= the Filters sources are equal), then all the filters can be transferred.

In the final Action object, the embedded dashboard is displayed only for the row of the Data Scope the Action was generated for.