Adding a dashboard to all users in different client orgs

Dylan Cooke-Tonnesen shared this question 14 days ago
Awaiting Reply

Hi, I have created a dashboard in our primary/default org. I would like to add this dashboard to all our users who belong to different client orgs. I want them to be able to see this dashboard when they log in and not have to manually subscribe to the dashboard.

Is there any way I can add this dashboard to all new and existing users from the primary/default org?

Comments (5)

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Hi Dylan,

Thanks for reaching out. You can accomplish this from the Dashboard Management page in the Admin Console. Just head to Administration > Admin Console > then choose Dashboard Management (or just Administration > Dashboard Management):

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This will then show all available Dashboards:

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You can then click on one of these to expand options and choose '+ Add Subscriber':

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Now, when the selected user(s) login, the selected Dashboards will show up as available Dashboards upon logging in:

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Both of these Dashboards were added by my admin user from the Dashboard Management screen in the primary org for the user 'Test Test'.

You can read a bit more about this in our corresponding Wiki entry here as well.

Please let me know how goes and whether you have any additional questions.

Regards,

Mike

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Hi Mike

We have hundreds of users that I need to add it to. Is there not a more bulk method?

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Hi Dylan,

Thanks for your response. When you subscribe users to a Dashboard this gets added to the PersonFavourite table twice. One with a FavouriteTypeCode of 'INBOX' and another of 'REPORTDASHBOARD':

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I'm not quite sure what the 'INBOX' refers to. However, I was able to simply insert the values for the 'REPORTDASHBOARD' values and this seemed to work.

I performed the following query:

INSERT INTO personfavourite VALUES ('5','REPORTGROUP', '61195', '2021-04-30', '0', 'DISTRIBUTE', NULL, 'REPORTDASHBOARD', '0', NULL, '2', NULL, '0', '0', '0', '0', '2021-04-30 11:36:01')
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And now this user '5' aka Admin, has this 'Analysis' Dashboard subscribed to them:

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And it shows up properly in Dashboard Management, as it would from doing it in the UI:

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And is also added to the users' favorites, as expected.

As such, I think you should be good to go using this method. You'd still have to replace each IpPerson with your user ID and make sure you change the ContentId to match the desired Dashboard as per the corresponding ReportGroup value.

Here's one way of getting that ID:

SELECT * FROM reportgroup WHERE ShortDescription = 'ANALYSIS' AND StatusCode = 'OPEN';
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This is for my 'Analysis' Dashboard, and a StatusCode of 'OPEN' means it's the current active Dashboard.

Honestly though, it would probably be easier to just add the desired users to a User Group in the UI, then add the group as a subscriber instead. This would also be good if you eventually need to add all the same users to another Dashboard in the future as well.

Anyways, please let me know how goes and whether you have any additional questions.

Regards,

Mike

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Hi Mike

I tried the user group idea. My users = 3964

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When I subscribe that group to that dashboard it shows 6609 subscribers? Even though there are only 3964 users.

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I then logged into a demo account and it shows the same dashboard twice - it even greys both of them out at the same time - like I'm viewing both dashboards at once.

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Hi Dylan,

Thanks for your response. I think there may be an issue with the user group based on this information. Are your users LDAP users? If so, there's not much we can do YF-side to address this, but nevertheless I'd still be curious to take a look through how the user group assignments are configured. As such, would it be possible to provide the output for your AccessGroup and AccessGroupFlat tables in CSV format so I can take a look?

I'd also be curious to see the output of the PersonFavourite table. Basically, I expect there to either by 6609 users in the user group table or in 6609 (or maybe 6609 times 2 because of the 'INBOX' result) results in the PersonFavourite table.

One other thing to check: when you were configuring your new Group, did you add Default Dashboards here?

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Because if you did that here, then again in the Dashboard Management page, they may have been added twice.

If neither of these are fruitful, hopefully the table outputs' will give us something.

Regards,

Mike