Overview: The Info button on dashboard charts is now fully configurable. Instead of opening a fixed and unchangeable grouped list, each chart can trigger a custom server action — showing exactly the filtered and grouped records you want.
Updates:
1. Customizable Info Button Behavior: Each chart’s info button can now be linked to a personalized server action.
2. Advanced Filtering & Grouping: You can define group-by, filters, domains, and context directly from the Show Records action.
Benefits:
• Precise & Relevant Data Control: Each chart shows exactly the filtered or grouped records you configure.
• Cleaner Navigation & Easy Export: Users get a clearer dataset behind every chart and can export the filtered results instantly.
How it works?
- Open your dashboard and locate the chart you want to configure. Click the Edit (pencil) icon on the chart
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- The chart form opens. Here you can review chart name, model, domain, and query settings.
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- Go to the Advanced tab and find the Show Records Action field.
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- Pick an existing server action from the dropdown, or Click Create and Edit… to define a new one.
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- In the server action, configure how the records should open — for example, group by Country, apply a domain, or set a specific context.
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- Save the server action and the chart. Now return to the dashboard and click the Info (i) icon on the chart. The linked server action opens a list view showing only the records and grouping you defined (e.g., Leads grouped by Country), ready for analysis or export.
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