Field reference
Dashboard Chart
How to use Dashboard Chart in Dashboards: access, working steps, fields, related records and troubleshooting.
Purpose and access
Choose a dashboard appropriate to your role and company. Review the period and filters before interpreting a number. Follow a metric to its underlying records where available; empty charts can reflect no matching data, restricted access or an incomplete filter.
This page is a record page in Home → Dashboards. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Chart Name, Filters JSON.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Dashboard Chart from Home → Dashboards, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Is Standardis_standard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Chart Namechart_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Chart Typechart_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Report Namereport_name | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Report |
Use Report Chartuse_report_chart | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
X Fieldx_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Y Axisy_axis | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dashboard Chart Field |
Chart Sourcesource | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Dashboard Chart Source |
Document Typedocument_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Parent Document Typeparent_document_type | Link Optional | The document type selected is a child table, so the parent document type is required. Linked record: DocType |
Time Series Based Onbased_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Value Based Onvalue_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Group By Typegroup_by_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Group By Based Ongroup_by_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Aggregate Function Based Onaggregate_function_based_on | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Number of Groupsnumber_of_groups | Int Optional | Enter a whole-number value. |
Is Publicis_public | Check Optional | This chart will be available to all Users if this is set |
Yearheatmap_year | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Timespantimespan | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
From Datefrom_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
To Dateto_date | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Time Intervaltime_interval | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Time Seriestimeseries | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Typetype | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Show Values over Chartshow_values_over_chart | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Filters JSONfilters_json | Code Required | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Dynamic Filters JSONdynamic_filters_json | Code Optional | Administrator/integration field. Use a validated configuration or supported script and test its impact before deployment. |
Custom Optionscustom_options | Code Optional | Ex: "colors": ["#d1d8dd", "#ff5858"] |
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Last Synced Onlast_synced_on | Datetime Optional · Read-only | Record the date and time in the configured system/user time zone. |
Rolesroles | Table Optional | If set, only user with these roles can access this chart. If not set, DocType or Report permissions will be used. Linked record: Has Role |
Child tables
Y Axis — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Y Fieldy_field | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow. |
Colorcolor | Color Optional | Complete the value according to the field label and the record’s validation rules. |
Roles — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Rolerole | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Role |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.