Set entry page for all users - Dashboard vs Browse page

Hi Yonatan,

Ok so yes there is a way to do this via the DB directly by modifying the ENTRYPAGE value for the user via the PersonConfiguration table, possible values are (DASHBOARD,BROWSE).

Note: Please do this at your own risk and ensure backups and tests are done before making changes to live instances.

However in saying all of this, if you have configured the user roles correctly then a user who does not have the ability to hit the profile page, will not have it set as an entry. So just ensuring the user roles match the functionality you want them to have is going to be your best way forward, it will ensure even new users are fine, and will not require any additional changes.

E.g. Having a user given a role which does not have profile access, will stop their entry page from being set as the profile page.

Hope this helps, and please let me know if you have any other questions.

Thanks,

David

Hi David,

Thanks for the quick reply.

Let me just clarify: new users get by default the "dashboard" option as the entry page, not the profile page... Which is not what we deed, since basic users only uses single reports for now and we are disabling most of the menus and navigation until we'll get our custom CSS going on..

So users are stuck on dashboards tab - which is empty for most of them.

I've found the tables you've mentioned, but we would like to avoid manipulating Yellowfin internal DB on-line from our back-end server (and not even our ETL process) during CRUD actions in our users and clients modules.

Is there a way to define default entry page for a role or group?

Or perhaps a global variable in Yellowfin DB or in a configuration file we can change only once?

Also, I've tried to add "MIPreReports.i4" to the URL source string retrieved from the server for the iFrame but with no luck..

Regards,

Yonatan

Hi Yonatan,

So I think this isn't that hard of an issue to work around as you really only have 2 options right now;

-Set the record in the entry page in the DB directly

-Make sure you have a dashboard for them to land to on login.

I think having the dashboard is going to provide your best user experience here. Think of a dashboard as landing page, and use that to your advantage.

You can include a report which acts as a 'welcome...here are the basics' .

That report could be multicanvas with text widgets and images.

That report could return rows which are formatted as links to your wiki, embedded videos from YouTube etc..

There is definitely a way to give your users a better login experience, just have to decide on what is right for your implementation.

Hope this helps!

Regards,

David

Hi,

I managed to modify the entry page for my account, but whenever I edit a report if I close it, I am still always redirected to the dashboard page (which kinda makes sense, because it's the "entry" page), but I wish I was redirected to the browse page too.

I totally agree with what you say about having a dashboard from a "consumer" user point of view, but for an editor, it would be more user friendly to go back to the "browse" page.

As an editor I consume very little data from reports and storyboard, but I spend most of my time configuring views and reports, going back and forth between them. And each time I edit one, I have to go through the dashboard page, which is quite annoying.

Besides, from a UX perspective, it's not very coherent : when I close any page, I should go back to where I'm from (the "X" on the top right suggests that we opened something which can be closed).

Not that big a deal, though, just food for thought ...

Hi Josselin, I completely agree with you. When closing the report, you should be brought back to where you were prior.

I've been testing this on 8.0.6, while having my entry page as 'Dashboard', then going to browse and editing a report. Once I save the report, or leave it in draft, and close the report, I'm brought back to the browse page.

...am I missing something?

Thanks,

David

haha all good ! as long as it's working :)