Question
How to specialize Dashboard by Access Group?
I searched on this topic and found the following article, but it covers configuring dashboard for all users in the application.
https://pdn.pega.com/support-articles/dashboard-personalization-does-not-display-all-users
I need to specialize Dashboard by Access Group. Each user group has a separate requirement for Dashboard. Can anyone point me to more information on this topic?
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I think you are talking about providing option for publishing-to-access_group. For customizing this option, you need to override the data-transform 'pyUserDashboardLoadList' and append another page with values for '.pyOwnerType' and '.pyOwner'.
Please let me know if you need more details.
Hi Pankaj,
I think we are aligned. Can you please give more details on how to do this?
Hi Pankaj,
I am also facing similar issue. If I publish changes, those are visible only for current user.
Also i traced while clicking on Publish, its not calling DT pyUserDashboardLoadList. We are using PEGA 7.3.1.
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Hi Vamsi
By specializing I suppose you mean modify the Dashboard content displayed.
There will be a system page("OperatorID") on clipboard which will contain the user's access group.
We can modify the section's layout rendered by making use of the above property.
First check which template is rendered for your Dashboard. In my case it is "pyUserDashboardTemplateRightColumn"
In that section define "OperatorID" page in Pages and Classes tab
Now in the template which is rendered add all the required content to be displayed for multiple AccessGroups.
On the layouts added for different access groups add visibility condition based on their access group as below
Let me know if I've misunderstood your requirement.