Launching Record Pages from Dashboards

Modified on Wed, 4 Feb at 4:40 PM

The Axsy Mobile App supports record pages being opened from a dashboard widget. This provides a quick way to view a given record while viewing a Dashboard. The supported widgets are label-value widgets, and table widgets.

Please see this article for more information on creating Dashboards in Axsy Mobile: Dashboards on Any Object

Note: This article covers opening a record page from label-value, and table widgets. For details on how to configure a record list widget, see this article: Axsy Dashboards

Configuring a Record Button

In order to launch a record page from a dashboard, you must first configure a record button on a supported widget. To configure a record button, the label must follow the following pattern:

Axsy_Record_Button/{icon}/{label}/{size}

Variable	Description	Example
icon	This is the icon that is displayed in the value field of the widget. This is taken from the ion-icon library.	information-circle
label	This is the label value. For a label-value widget this is displayed above the icon. For a table widget, this is the column header.	View Record
size	Optional: Controls if the record page is shown in fullscreen, or opens in a smaller window. The supported values are "fullscreen", and "halfscreen". If left blank, the record page will shown in fullscreen.	halfscreen

NOTE: The record page that is opened is controlled by the Flow Variable provided by the dashboard Flow. This should be the ID of the record that should be opened.

When a record page has been closed, the dashboard will refresh to show any updates to data.

Example Record Button

To configure a record button with a label of "View Details", with an information circle icon as a button, that shows in a smaller window on the Axsy Mobile app, the label used would be:

Axsy_Record_Button/information-circle-outline/View Details/halfscreen

Figure 1 shows the record page being launched from an Account record in the Axsy Mobile app, to view a Contact record.

Figure 1 - Example Record Page launched from an Axsy Dashboard