Skip to main content
Participating Frequently
Aug 14, 2021 5:17 PM UTC
Question

Refresh Data on Report Dashboard

Hi All,

I am starting a process from a report dashboard and I have a requirement to refresh my dashboard based on process result. But while using start process link I am not able to refresh my dashboard. Any suggestions/Solution would be really appreciated.

Thanks in advance

6 replies

gopalk2865
Participating Frequently
Aug 14, 2021 7:06 PM UTC

Hi Jagan, if you are writing data into db then you can refresh the local variable which is querying that particular entity.

jaganc880Author
Participating Frequently
Aug 16, 2021 3:41 PM UTC

Thanks for replaying me Gopal,

We are getting data via record data and we have to refresh the record data.

selvakumark
Participating Frequently
Aug 16, 2021 4:21 PM UTC

Hi Jagan,

Since you're using a start process link, it will be tough to determine when to refresh the data, as the start process link doesn't provide an result of the process execution to the dashboard.

On the other hand, instead of the start process link, you can create a related action and provide the related action link on the report using Record Action Component. If this is configured, then we can refresh the respective variables using the refreshAfter parameter of the refresh variables function.

jaganc880Author
Participating Frequently
Aug 16, 2021 4:52 PM UTC

Thanks Selva kumar for your response. But We have limitation of only 1 action in a record so this can work for 1 action but we have a requirement in which we need to add multiple actions.

peter.lewis
Employee
Aug 16, 2021 5:30 PM UTC

Soon to be released in 21.3, you can add multiple record actions to a record type! You can also add the action to a different record type if necessary.