From Q-Pulse Version 7, Dashboards can be configured on the web client to give you or your users a more advanced way of analysing your Q-Pulse data.
If you have created a dashboard with a grid, and you wish to customise it further to allow you to link your grid to individual records in Q-Pulse, this article will take you through the steps required to do this.
Using the example pictured above, we will be adding a hyperlink to the CA/PA number column found in the grid view.
CA/PA
1. Click on your grid view and then click 'Binding'. This is the cog icon highlighted below.
2. In the Columns menu, select 'Number', and then the hyperlink button.
3. In the URI section, select ID from the list of fields.
4. In the URI Pattern field, paste the following:
#ViewID=Capa_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.CAPA.Capa&mode=View
5. Once saved, your dashboard will now contain a hyperlink which allows you to click through to the records referenced.
Additional Information
The link used in step 4 will only work for CA/PA records. Please find the correct links below for referencing Document, Audit, Incident and Occurrence Records and their corresponding bindings.
Document
Scope: Copy Holder Dashboard View
Binding: Revision ID
URI:
#ViewID=Revision_DetailView_Active&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Documents.Revision&mode=View
Notes: Document records can only be hyperlinked when referencing the Revision of the document - which is why the Revision ID is used instead of the Document ID as you are not specifying which revision to go to.
Audit
Data Source: Audit / Audit Dashboard View
Binding: ID
URI:
#ViewID=Audit_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Audits.Audit&mode=View
Incidents
Notes: The incident module has 2 sources, both configurations can be found below.
Data Source: Incident
Binding: ID
URI:
#ViewID=Incident_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Incidents.Incident&mode=View
Incident Stage
Data Source: Incident Stage
Binding: ObjectAuditID
URI:
#ViewID=Incident_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Incidents.Incident&mode=View
Occurrence
Data Source: Occurrence Field
Binding: AuditObjectID
URI:
#ViewID=Occurrence_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Occurrences.Occurrence&mode=View
Article Comments
2 comments
Dear Scott,
With reference to dashboard, please guide us step by step to create or modify dashboards related to Documents, CAPA, Audit, Occurrence and Incident modules. Q-Pulse administrator is not IT expert to develop new dashboard easily. Please guide us.
Best Regards.
Hi,
I have the same request like Muti up, please give us some guidance how to set step by step the dashboards. Thank you.