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How to pass a dashboard parameter to a generic inquiry parameter

  • February 22, 2022
  • 8 replies
  • 685 views

pkohler91
Freshman II

I would like to pass the value in a dashboard parameter to a generic Inquiry parameter using the Link Widget.

Can this be done? If so, what is the proper syntax?

I have tried the following:

GIParameter = DashboardParameter results in the GI parameter populated with the string DashboardParameter not the value of the DashboardParameter.

GIParameter = [DashboardParameter] results in the GI parameter populated with the string [DashboardParameter] not the value of the DashboardParameter.

GIParameter = @DashboardParameter results in the GI parameter populated with the string @DashboardParameter not the value of the DashboardParameter.

 

Best answer by BenjaminCrisman

@pkohler91 @lauraj46 At this time there isn’t a way to have a dashboard parameter get inserted into the link widget type parameter, at least currently.

Other widget types have the option in the Filter Settings to check the box for ‘Use Parameter’, telling the widget to also consider the added dashboard parameter, but Link type widget does not have this consideration.

I think it could help the functionality of the widget type though so I would recommend adding this to the ideas to get the Dev team to consider it as well as show interest in supporting this from other users

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8 replies

BenjaminCrisman
Acumatica Employee
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Hi @pkohler91 In this case the Link Widget is used for Forms (Customer entry, Vendor entry), Reports, and Dashboards, but from what I can tell GIs are not included in that.

It seems to work better with Selector type parameters but I was able to use the following to populate the AR Invoice report:

Let me know if this helps


lauraj46
Captain II
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  • Captain II
  • 590 replies
  • March 6, 2022

Hi @BenjaminCrisman ,

In your example the parameter is static. I’m not sure if the original poster @pkohler91 had this in mind or not, but I’m curious if there’s a way to pass the parameter dynamically.  For example on the Customer View dashboard there’s a dashboard parameter to filter that dashboard by customer.  Is it possible to configure a Link widget on a dashboard that would open the Customer screen and pass in the Customer parameter from the dashboard?

Laura


pkohler91
Freshman II
  • Author
  • Freshman II
  • 9 replies
  • March 7, 2022

@BenjaminCrisman and @lauraj46.

Laura is correct, I am looking for a way to pass a parameter dynamically from a dashboard to the Link widget.


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • 711 replies
  • Answer
  • March 7, 2022

@pkohler91 @lauraj46 At this time there isn’t a way to have a dashboard parameter get inserted into the link widget type parameter, at least currently.

Other widget types have the option in the Filter Settings to check the box for ‘Use Parameter’, telling the widget to also consider the added dashboard parameter, but Link type widget does not have this consideration.

I think it could help the functionality of the widget type though so I would recommend adding this to the ideas to get the Dev team to consider it as well as show interest in supporting this from other users


asmith50
Jr Varsity III
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  • Jr Varsity III
  • 70 replies
  • May 15, 2024

Any updated functionality on this limitation? 


rconandrewl
Freshman I
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  • Freshman I
  • 19 replies
  • September 9, 2024

@asmith50 - Doesn’t seem to of had any movement. Hoping to see traction on this idea since to help with larger data set processing. As mentioned by other users, the Condition Filter burdens a much larger resource pool than Parameters and greatly slows the Dashboard loading time.

https://community.acumatica.com/ideas/passing-dashboard-parameters-to-link-widget-8700

 


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  • Freshman II
  • 20 replies
  • March 23, 2025
BenjaminCrisman wrote:

Hi @pkohler91 In this case the Link Widget is used for Forms (Customer entry, Vendor entry), Reports, and Dashboards, but from what I can tell GIs are not included in that.

It seems to work better with Selector type parameters but I was able to use the following to populate the AR Invoice report:

Let me know if this helps

 

Hi ​@BenjaminCrisman 

 

I have a report on my dashboard that I would like to use this link widget.

 

The Parameter that you show here look close to what I would need, but I need it dynamic much like this original question wanted for the GI.

 

I have a parameter to choose a customer account ID on the dashboard itself, and I was wondering if it is possible for me to pull that parameter into the reports parameter through this widget.

 

I was thinking something like this:

 

Is this at all possible? I’m sure my expression is off if so. 

Or is this not something acumatica can do?


BenjaminCrisman
Acumatica Employee
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@bodiec It looks like at this time the option of inserting the dynamic Dashboard parameter into the link widget is still not an option. I tested with some different configurations this time than I did last time and I really tried everything it feels like, but no success. I think the widget would need to be customized to have the Filter Settings option added to it.

I would recommend to vote on the idea linked above so we can get more visibility on the issue.


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