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How can I have the results of one widget update another widget on the same dashboard


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I would like to have the results of one widget update another widget on the same dashboard. I have a list of customer invoices that are grouped by customer and shows aging on one widget. I would like to be able to highlight one customer and have the list of their invoices displayed in the other widget. Is this possible?

7 replies

meganfriesen37
Captain II
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I haven’t seen that in a single dashboard, but you can add parameters to a dashboard so you can view a subset of the data.  Take a look at the Customer View dashboard in the Sales Demo environment for more ideas:
 

 


BenjaminCrisman
Acumatica Employee
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@lewisad As Megan pointed out there is not this ability to link widgets like this, but you’ll need to use the dashboard parameter and then on the widget preferences specify that you want it to follow this parameter.


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  • Author
  • Freshman II
  • 43 replies
  • April 8, 2025

Hi, I loaded the sales demo environment but did not see the particular dashboard. Is there a particular user I need to login as? I used the admin log-in.

 

 


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  • Captain II
  • 399 replies
  • April 8, 2025

It looks like to need to enable features.

 

You might not have loaded the data correctly.

 


BenjaminCrisman
Acumatica Employee
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@lewisad I’m not sure if the dashboard is hidden by access or not, but you can add parameters to any dashboard, you just need to have the Dashboard Designer role on your user. Just open the dashboard edit screen and then add the parameter there. Once you’ve added the parameter you can adjust the widget to filter based on the parameter value.

To edit the Dashboard:

To add the parameter:

Edit the widget:

 


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  • Author
  • Freshman II
  • 43 replies
  • April 10, 2025

@BenjaminCrisman Thanks for the reply. I’m familiar with the process you mentioned but I’m looking to be able to click on a row of data from grid view and have that selection affect another grid view. My scenario is, listing a summary of customers with outstanding invoices, highlighting that customer and have all their outstanding invoices listed in another grid view. Or do I need to create a pivot table and use a generic inquiry instead of a dashboard?


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  • Author
  • Freshman II
  • 43 replies
  • April 10, 2025

@meganfriesen37 Hi. I finally got to see the dashboard. Don’t know why it took so long to load. Will check it out. Looks promising.


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