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How to Add Dashboard to Quote Detail Page
How to Add Dashboard to Quote Detail Page
To add a dashboard to Quote detail page, follow these steps:
Create Quote Type JSON configuration:
{
"name": "default",
"tabs": [
{
"name": "header",
"type": "header",
"translationKey": "sfdc_quotes_tabs_header"
},
{
"name": "items",
"type": "items",
"translationKey": "sfdc_quotes_tabs_items"
},
{
"icon": "clipboard-notes",
"name": "notes",
"type": "notes",
"translationKey": "dynamicTab_notes"
},
{
"icon": "file-check-alt",
"name": "actions",
"type": "actions",
"translationKey": "dynamicTab_actions"
},
{
"icon": "folder-open",
"name": "documents",
"type": "documents",
"translationKey": "dynamicTab_documents"
},
{
"name": "attachments",
"type": "attachments",
"translationKey": "sfdc_quotes_tabs_attachments"
},
{
"name": "messages",
"type": "messages",
"translationKey": "sfdc_entity_tabs_messages"
},
{
"name": "workflow",
"type": "workflow",
"translationKey": "sfdc_quotes_tabs_workflow"
},
{
"name": "workflow-history",
"type": "workflowHistory",
"translationKey": "sfdc_quotes_tabs_workflowHistory"
},
{
"name": "dashboard",
"translationKey": "Insights",
"type": "reactDashboard",
"typeReference": "DP_CustomerInsights_CustomerDetailView", //dashboard name
"parameterMapping": {
"Customer": "customerId"
}
}
]
}
Follow this example of parameterMapping:
{
"name": "Sales History",
"translationKey": "Sales History",
"type": "dashboard",
"typeReference": "Revenue_Margin",
"parameterMapping": {
"Customer(s)": "customerId"
}
}
where:
"Customer(s)" | : | "customerId” |
Input name from dashboard | : | Column Name from Quotes list |
This is the dashboard Groovy logic to take a mapped parameter:
def customer
def dp = api.currentItem()
def customerId= dp?.customerId
//deal plan case
if (customerId){
customer = customerId
}else if(api?.input('customerId')){
customer = api.input('customerId')
}else if(api?.input('Customer')){
customer = api.input('Customer')
}else if(api?.getElement('customerId')){
customer = api.getElement("customerId")
} else {
customer = api.getElement("Customer")
}
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