To create a unique url for a filtered group of records:
Step 1: Navigate to the Summary page. In this example we are using a Program Summary.
Step 2: Filter the list of records using the FILTERS button. If you haven't added filters to your summary yet click HERE to learn how.
Step 3: Click the breadcrumb icon in the upper right corner, then choose Bookmark.
Step 4: Give your bookmark a relevant title, then click BOOKMARK to save.
Step 5: You will see a pop up confirming that your Bookmark was successfully created.
Step 6: Navigate to the VividCharts homepage to access the collection titled "Your Bookmarks"
Step 7: Here you will find a list of Bookmarks that you have created. Locate the bookmark that you just created and click the link icon to open the Bookmark.
Once opened, you will find a unique URL that can be shared to anyone that has access to the Summary.
Example URL:
COMPANY.service-now.com/x/vivid/vividcharts/app/params/page/summary-page/route/viewer/id/0624bac4dbec71908014819b139619e2/?filter_5aa4be88dbec71908014819b1396196e=%22fce14b3beb131100b749215df106fe0e%22
To create a unique url for a set of records:
Step 1: Navigate to the Summary page. In this example we are using a Program Summary.
Step 2: Create or open a set of records.
Step 3: Click the breadcrumb icon in the upper right corner, then choose Bookmark.
Step 4: Give your bookmark a relevant title, then click BOOKMARK to save.
Step 5: You will see a pop up confirming that your Bookmark was successfully created.
Step 6: Navigate to the VividCharts homepage to access the collection titled "Your Bookmarks"
Step 7: Here you will find a list of Bookmarks that you have created. Locate the bookmark that you just created and click the link icon to open the Bookmark.
Once opened, you will find a unique URL that can be shared to anyone that has access to the Summary.
Example URL:
COMPANY.service-now.com/x/vivid/vividcharts/app/params/page/summary-page/route/viewer/id/0624bac4dbec71908014819b139619e2/?filter_5aa4be88dbec71908014819b1396196e=%22fce14b3beb131100b749215df106fe0e%22