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Embedding a Request Queue into a Dashboard

You can embed a new request queue into a dashboard to provide direct access to the request queue to your users, without having to access the queue in the Requests area. 

For example, if you have a request queue that is open to your entire organization, like a Help Desk Queue, or a PTO Request queue that everyone must access on a regular basis, it might be convenient to insert the request queue directly into one of their dashboards for quick and easy access. The process of setting this up is similar to that of creating an external page on a dashboard.

To embed a request queue into a dashboard:

  1. Go to the Requests area in your Global Navigation Bar. 
  2. Select the Request Type for the queue you would like added to the dashboard. 
    example_of_request_queue_selected_in_requests_area.PNG
  3. (Optional) Select a Queue Topic and a Topic Group. Depending on how the project manager set up the request queue, the names of these fields are different in each Workfront instance. 
  4. Go to the URL of this request queue in your browser, and copy the portion of the URL starting with projectID=.
    project_and_path_ID_for_new_request.PNG
    NOTE The pathID can sometimes have no value. Copy the entire rest of the URL, starting with projectID=, including the value of the pathID, if there is one. 
    For example, your information from the URL might look like one of the following: 
    • projectID=5c53339f0017e56de1b41278355f9fa8&path=
    • projectID=555f815500fe2d8bdb898dd975d70c53&path=565e01c8027d2749044c9aef223999c3
  5. Use the following example to build the URL of your external page. Replace the portion of the URL indicated in bold with information from your Workfront instance: 
    https://<yourCompanyDomain>.my.workfront.com/requests/newRequestEmbedded?projectID=<the projectID and pathID information you copied from the request queue in Step 4>
    The resulting URL should be similar to one of the following:
    • https://yourcompany.my.workfront.com/requests/newRequestEmbedded?projectID=5c53339f0017e56de1b41278355f9fa8&path=
    • https://yourcompany.my.workfront.com/requests/newRequestEmbedded?projectID=555f815500fe2d8bdb898dd975d70c53&path=565e01c8027d2749044c9aef223999c3
  6. Copy the URL you built in Step 5. 
  7. Go to Reporting in your Global Navigation Bar, then select the Dashboards tab.
  8. Click New Dashboard.
  9. Type a Name for the dashboard. This is a required field.
  10. Click Add External Page.
    add_external_page_highlighted.PNG
  11. In the Add External Page box, edit the following fields:
    • Name: enter the name of the request queue as you want it to appear on the dashboard. This is a required field.
    • Description: enter a description about that this external page displays. This is not a required field and it is important only for reporting purposes. It does not display in the dashboard. 
    • URL: paste the URL you copied in Step 6. For example, enter a URL similar to one of the following:
      • https://yourcompany.my.workfront.com/requests/newRequestEmbedded?projectID=5c53339f0017e56de1b41278355f9fa8&path=
      • https://yourcompany.my.workfront.com/requests/newRequestEmbedded?projectID=555f815500fe2d8bdb898dd975d70c53&path=565e01c8027d2749044c9aef223999c3
    • Height: enter the height of the external page. This defines how much space the external page containing the request queue occupies on the dashboard. This is a required field and the default value is 500. 
  12. Click Save.
  13. Click Save + Close
    The request queue displays in the dashboard as a separate dashboard component. 
    request_form_on_a_dashboard.PNG
  14. (Optional) Click Dashboard Actions, then Edit to add reports, calendars, or additional external pages to the same dashboard. 
    For information about adding components to a dashboard, see "Creating Dashboards."
    request_for_and_other_reports_on_dashboard.PNG

 

This article last updated on 2019-02-01 18:30:36 UTC