I’m attempting to add a parameter to a Dashboard for the Branch. I will then use that parameter in the widgets for that dashboard. (Goal is to get a branch-specific dashboard.)
When I went to add the parameter, I’m not sure which Schema Object to use to find a field for the branch to use in the parameter. Ideally, I’d like to have the parameter populated with a value for the Current Branch.
Any ideas on this would be greatly appreciated!
+10Hi
You can use the PX.SM.Branch Schema object for adding Branch parameter. you can also provide default value as below.
Hope, it helps!
Hi Dipak,
I got the schema item added - thanks for pointing me to that information.
Regarding the default, is it possible to have the Branch/Company ID default based on the current branch/company? Is there a variable @CurrentBranch or similar that could work there? I don’t want a static default value there and hope it can refresh based on the company selected.
Thanks,
Scott
For further details, I want to use the dashboard-level parameter value as a filter value for certain widgets. For example, if I’m in Branch A and have an Open AP Bills widget on the dashboard, I want that to include only items for the branch in the parameter field. If I switch the value in the parameter field to Branch B, either manually or by switching branches, I want the widget to refresh accordingly and only show Open AP Bills for Branch B.
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