Create a link to a scorecard

Users with the admin role can create UI actions that allow users to view scorecards from tables.

Before you begin

Role required: assessment_admin or admin

Procedure

  1. Generate assessable records you want to evaluate.
    For example, you might create a metric type called Project to assess project management records.
  2. Navigate to System Definition > UI Actions.
  3. Open the View Scorecard record.
  4. Right-click the header bar and select Insert and Stay from the context menu to create a duplicate record.
  5. Change the Table name to the table on which you want the UI action to appear.
    For example, you might select Project [pm_project].
    UI action table name
  6. Do not edit the Action name field or the Condition script.
  7. Save the record.
  8. Navigate to the table on which you created the UI action and open an assessable record.
    1. In this example, navigate to Project > Projects > All.
    2. Open any record in the list.
    3. Click View Scorecard under Related Links to open the scorecard for that assessable record.
    The scorecard appears with the title in the form of <table display name> Scorecard. For example, a scorecard for an assessable record in the Project [pm_project] table is named Project Scorecard.
    Note: Content does not appear in the scorecard unless the associated assessable record has assessment results or related live feed conversations.
  9. Insert a new View Scorecard UI action record for each table where you want the related link to appear.