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Support Article

Issue with viewing dashboard



User adds two customized options to the Publish dashboard based on Access group. However, only the Admin is able to publish to other users. A user with a different role is unable to view the dashboard customized by Admin for that tole.

Error Messages

Not Applicable

Steps to Reproduce

  1. Launch the Manager portal
  2. Log in as Admin
  3. Click the Configure icon on the dashboard
  4. Customize the dashboard
  5. Publish to an Access group

Root Cause

The pyUserDashboardCanPublishFor When rule and the pyUserDashboardLoadList data transform must be modified to extend the Publishing options beyond what is rendered out-of-the-box.

The pyUserDashboardLoadList data transform creates an ordered list (most specific to least specific) of Publishing options. An entry must be added to the Pagelist. The pyOwnerType and pyOwner values must be set. When the user displays the Dashboard section, the back-end loads instances of System-User-Dashboard based on the order of the list and the first instance found is used for display.

The pyUserDashboardCanPublishFor When rule determines the Publishing permission (who is allowed to publish at a specific level). This When rule is also used to build the Publish menu when an end user edits a dashboard.


Perform the following local-change:
Add a condition to the pyUserDashboardCanPublishFor When rule such that options are rendered in Publish based on it.


Published February 24, 2020 - Updated December 2, 2021

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