Who is this article for?

Users looking to build a new Dashboard.

Dashboard Create permissions are required.

You can configure Dashboards to include hyperlinks linking your data directly to the records in the system.

This article guides you through the steps necessary to customise your Dashboard grid with record links for enhanced functionality.

1. Binding record links

Linking records follows similar steps for all modules, with some options changing depending on what information you're binding.

Below are steps for linking CA/PA records, but you can follow them for other types of records, changing the binding information as needed.

To link records:

1. Access your Dashboard.
2. Open the Binding menu.

3. Choose Number / ID (under Columns).
4. Click Hyperlink.

5. Select ID in the URI section.

6. Paste below into URI Pattern.

#ViewID=Capa_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.CAPA.Capa&mode=View

7. Click Save from menu.

Your Dashboard will now include a hyperlink, allowing you to navigate directly to the referenced records.

2. Binding information

2.1. CA/PA

• Data Source: CA/PA
• Binding: ID
• URI Pattern: 

#ViewID=Capa_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.CAPA.Capa&mode=View

2.2. Documents

• Data Source: Copy Holder Dashboard View
• Binding: Revision ID
• URI Pattern:

#ViewID=Revision_DetailView_Active&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Documents.Revision&mode=View

Hyperlinking Document records is limited to referencing the Document Revision, hence the use of the Revision ID instead of the Document ID, as it specifies the particular revision to navigate to.

2.3. Audit

• Data Source: Audit/Audit Dashboard View
• Binding: ID
• URI Pattern:

#ViewID=Audit_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Audits.Audit&mode=View

2.4. Incidents

• Data Source: Incident
• Binding: ID
• URI Pattern:

#ViewID=Incident_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Incidents.Incident&mode=View

2.5. Incident Stage

• Data Source: Incident Stage
• Binding: ObjectAuditID
• URI Pattern:

#ViewID=Incident_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Incidents.Incident&mode=View

2.6 Incident Action

• Data Source: Incident Action
• Binding: Stage.Incident.AuditObjectID

2.7 Occurrence

• Data Source: Occurrence Field
• Binding: AuditObjectID
• URI Pattern:

#ViewID=Occurrence_DetailView&ObjectKey={0}&ObjectClassName=Bacchus.Xpo.BusinessObjects.Occurrences.Occurrence&mode=View