{"id":1291,"date":"2023-05-24T13:04:42","date_gmt":"2023-05-24T13:04:42","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/acumatica\/?p=1291"},"modified":"2024-12-12T09:57:15","modified_gmt":"2024-12-12T09:57:15","slug":"redirection-from-gi-to-dashboard-as-side-panel-in-acumatica","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/05\/24\/redirection-from-gi-to-dashboard-as-side-panel-in-acumatica\/","title":{"rendered":"Redirection from GI to Dashboard as Side Panel in Acumatica."},"content":{"rendered":"\n<p>In Acumatica ERP, Side panel provides an easy navigation to another screen without switching the browser\u2019s tab or window. On the leftmost section of the screen, there is an option to expand and collapse the side panel. The option makes it easier to view or update the records.<\/p>\n\n\n\n<p>Side panels help to achieve time efficiency and save user\u2019s time by avoiding unwanted window switching.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/DashboardImage1-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/DashboardImage1-1.png\" alt=\"DashboardImage1-1.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>To do that we need to edit the Generic Inquiry as following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Open the generic inquiry in edit mode and open Navigation tab. Click the add button in Screens section.<\/li>\n\n\n\n<li>Select sitemap node corresponding to the destination dashboard.<\/li>\n\n\n\n<li>As the dashboard contains a parameter, the parameters become available in the Navigation Parameters grid. Select the value that we are going to use for filtering on the dashboard and on the window.<\/li>\n\n\n\n<li>Go to Results Grid tab and use defined navigation in Navigate To column for some fields.<\/li>\n<\/ul>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/Image2-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/Image2-1.png\" alt=\"Image2-1.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>Using Side Panel navigation, you can define dashboards that can depend on currently selected row, reports, and data entry screens. It is even possible to use other Generic Inquiries as a side panel for a generic inquiry.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/Image3-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/Image3-1.png\" alt=\"Image3-1.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n<p>As a result, we now have the generic inquiry with a link redirecting user with a side panel to the dashboard. It is possible to setup many different navigation as needed, so different fields can redirect user to different screens.<\/p>\n\n\n\n<pre class=\"wp-block-code\"><code><center><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/DashboardImage4-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; \nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/wp-content\/uploads\/2023\/05\/DashboardImage4-1.png\" alt=\"DashboardImage4-1.png\"><\/a><\/center><\/code><\/pre>\n\n\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In Acumatica ERP, Side panel provides an easy navigation to another screen without switching the browser\u2019s tab or window. On the leftmost section of the screen, there is an option to expand and collapse the side panel. The option makes it easier to view or update the records. Side panels help to achieve time efficiency\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/acumatica\/2023\/05\/24\/redirection-from-gi-to-dashboard-as-side-panel-in-acumatica\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":2476,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146,3,14],"tags":[4,159,16],"class_list":["post-1291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-acumatica","category-acumatica-erp","category-acumatica-services","tag-acumatica","tag-acumatica-customization","tag-acumatica-erp"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Redirection from GI to Dashboard as Side Panel in Acumatica.<\/title>\n<meta name=\"description\" content=\"The Acumatica ERP side panel enables 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