I need to have a Home Page Dashboard for a table, but I do not want to change it for the entire application or by role. What am I missing?

  • 0
  • 1
  • Question
  • Updated 6 years ago
  • Answered
Photo of Elaine

Elaine

  • 0 Points

Posted 6 years ago

  • 0
  • 1
Photo of Mark_Shnier

Mark_Shnier

  • 700 Points 500 badge 2x thumb
An Application Home page is only able to be defaulted by Role, not by individual user. But if you have an alternate Application Home Page, you can easily do a Customize this Page on the default Home Page and click NEW BUTTON (you get up to 3 buttons) to point to an alternate Home Page. Then on the Alternate one, you can have a button which takes you back to the regular one if you like.
Photo of Elaine

Elaine

  • 0 Points
To clarify, I want to create special home page for a table within an application for users of that table. Will your solution still work?
Photo of Mark_Shnier

Mark_Shnier

  • 700 Points 500 badge 2x thumb
OK, lets get our terminology straight in the New UX world we now live in.  An Application has a single  Home Page called the Application Home Page.  Users get defaulted by their Role as to which Application Home Page they land on when the go to the app.

In the new UX world, Tables also have Home pages called "Table Home Pages".  Similar to Application Home Pages, the Table Home page is also configurable by Role as to which Report the user lands on when they click the table icon.  But the Table Home Page is just a single Report - its not a full fledged Application Home Page (which can be up the 3 reports and have all kinds of text sections and extra buttons).

So maybe you need to ask the question one more time.  But if you are asking the question "Can I have a user click a table icon (for example a table of Customers with  happy face icon)  causing them to land on an Application Home Page (formerly known as a dashboard), the answer is "no".  You can only land them on a particular report from that particular table.
Photo of Elaine

Elaine

  • 0 Points
Mark - you answered my question. The boss wanted the 3-report dashboard for the Table Home Page. I will let him know. Thanks for your help!