[Dashboards] [ai] update dashboard tools schema and skill with correct config field names (#17180)
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@@ -60,24 +60,25 @@ GRID SYSTEM:
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WIDGET TYPES:
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1. GRAPH with graphType "AGGREGATE" (KPI number):
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- Requires: objectMetadataId, configuration.graphType, configuration.aggregateFieldMetadataId, configuration.aggregateOperation
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- Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { graphType: "AGGREGATE", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM" } }
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1. GRAPH with configurationType "AGGREGATE_CHART" (KPI number):
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- Requires: objectMetadataId, configuration.configurationType, configuration.aggregateFieldMetadataId, configuration.aggregateOperation
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- Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "AGGREGATE_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM" } }
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2. GRAPH with graphType "VERTICAL_BAR" or "HORIZONTAL_BAR":
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2. GRAPH with configurationType "BAR_CHART":
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- Additional required: configuration.primaryAxisGroupByFieldMetadataId, configuration.layout ("VERTICAL" or "HORIZONTAL")
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- Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "BAR_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "COUNT", primaryAxisGroupByFieldMetadataId: "<stage-field-uuid>", layout: "VERTICAL" } }
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3. GRAPH with configurationType "LINE_CHART":
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- Additional required: configuration.primaryAxisGroupByFieldMetadataId
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- Example: { graphType: "VERTICAL_BAR", aggregateFieldMetadataId: "<count-field-uuid>", aggregateOperation: "COUNT", primaryAxisGroupByFieldMetadataId: "<stage-field-uuid>" }
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- Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "LINE_CHART", aggregateFieldMetadataId: "<amount-field-uuid>", aggregateOperation: "SUM", primaryAxisGroupByFieldMetadataId: "<created-date-field-uuid>" } }
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3. GRAPH with graphType "LINE":
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- Same as bar charts, good for time series
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4. GRAPH with configurationType "PIE_CHART":
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- Additional required: configuration.groupByFieldMetadataId (note: different field name!)
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- Example: { type: "GRAPH", objectMetadataId: "<opportunity-object-uuid>", configuration: { configurationType: "PIE_CHART", aggregateFieldMetadataId: "<id-field-uuid>", aggregateOperation: "COUNT", groupByFieldMetadataId: "<stage-field-uuid>" } }
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4. GRAPH with graphType "PIE":
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- Requires: objectMetadataId, aggregateFieldMetadataId, aggregateOperation, groupByFieldMetadataId
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- Example: { graphType: "PIE", aggregateFieldMetadataId: "<id-field-uuid>", aggregateOperation: "COUNT", groupByFieldMetadataId: "<stage-field-uuid>" }
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5. IFRAME: { type: "IFRAME", configuration: { configurationType: "IFRAME", url: "https://..." } }
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5. IFRAME: { type: "IFRAME", configuration: { url: "https://..." } }
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6. STANDALONE_RICH_TEXT: { type: "STANDALONE_RICH_TEXT", configuration: { body: "..." } }
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6. STANDALONE_RICH_TEXT: { type: "STANDALONE_RICH_TEXT", configuration: { configurationType: "STANDALONE_RICH_TEXT", body: { ... } } }
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AGGREGATION OPERATIONS: COUNT, SUM, AVG, MIN, MAX, COUNT_EMPTY, COUNT_NOT_EMPTY`,
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inputSchema: createCompleteDashboardSchema,
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