[Vtigercrm-developers] Dashboards

[Sukhdev Mohan]

Hi Uma,

The scenario is the following:
We need to show reports depending on some logic. Reports are a graph (usually a Pie chart or Bar chart) which summarizes the result by total and if you click on a bar or pie piece it leads you to a custom module which gives you the complete details.
As per now I’ve successfully created the dashboard for salespeople but unfortunately I had to lock their dashboards with those widgets and hide the add widget button, as there are widgets for CEO and higher role people.

I was wondering why this wasn’t the default behavior as not all the widgets will be used by all (it’s legit to think that CEO or manager would like to have a more broad view of the situation than salesperson for example). If you could add this feature it’d be great!

Best Regards,
Sukhdev Mohan
———————————
Cel. (+39) 320 7020345
Email s.mohan at myti.it




> Il giorno 9 gen 2020, alle ore 11:13, Uma S <uma.s at vtiger.com> ha scritto:
> 
> Hi Mohan,
> 
> Sorry! Dashboard widgets are not tied to Roles anymore, For now we don't have any thoughts on it. 
> 
> If possible can you please share the business case scenario for this requirement, So we can think about it.
> 
> On Thu, Jan 9, 2020 at 3:06 PM Sukhdev Mohan <s.mohan at myti.it <mailto:s.mohan at myti.it>> wrote:
> HI Uma,
> 
> Although non admin users can add widgets to their dashboard, it’d be great to have role baed dashboard widgets. IS this a feature you guys are thinking of or it’s already in the CRM? 
> 
> Thanks in advance
> Best Regards,
> Sukhdev Mohan
> ———————————
> Cel. (+39) 320 7020345
> Email s.mohan at myti.it <mailto:s.mohan at myti.it>
> 
> 
> 
> 
>> Il giorno 9 gen 2020, alle ore 10:22, Uma S <uma.s at vtiger.com <mailto:uma.s at vtiger.com>> ha scritto:
>> 
>> Hi Tony,
>> 
>> Sorry! non-admin user can add widgets to Dashboard (screen <https://sc.vtiger.in/screenshots/uma-sc-at-09-01-2020-14-50-10.png>). Hope you are looking for same.
>> 
>> On Thu, Jan 9, 2020 at 1:13 PM Tony Sandman <tonysandman999 at gmail.com <mailto:tonysandman999 at gmail.com>> wrote:
>> I believe I somebody was talking about that already - non admin user cannot add anything to dashboard. Is it something what you can confirm? 
>> Me 3 installed 7.1 dont do that
>> _______________________________________________
>> http://www.vtiger.com/ <http://www.vtiger.com/>
>> 
>> -- 
>> With
>> Best Regards
>> Uma.S
>> Vtiger Team
>> _______________________________________________
>> http://www.vtiger.com/ <http://www.vtiger.com/>
> _______________________________________________
> http://www.vtiger.com/ <http://www.vtiger.com/>
> 
> -- 
> With
> Best Regards
> Uma.S
> Vtiger Team
> _______________________________________________
> http://www.vtiger.com/

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