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This guide walks through a common use case: a user clicks a mark on a Tableau Dashboard (the source) and is taken to another Curator-hosted Dashboard (the target) that is automatically filtered based on the selection. For example, clicking a region on a map could navigate the user to a regional-detail Dashboard pre-filtered to that region.

Step 1: Build the Target URL in the Tableau URL Action Dialog

In Tableau Desktop, create a URL Action on the source Dashboard that points to the target Dashboard’s Curator page URL — not its Tableau Server URL. Append query parameters whose names match the filter fields on the target Dashboard. For example, if the target Dashboard has a Region filter and the Curator page lives at https://www.curatorexample.com/dashboards/regional-detail, the URL would be:
https://www.curatorexample.com/dashboards/regional-detail?Region=<Region>
Where <Region> is a Tableau field reference that will be replaced with the selected value at runtime. You can chain multiple filter parameters with &:
https://www.curatorexample.com/dashboards/regional-detail?Region=<Region>&Year=<Year>
When the target Dashboard loads, Curator reads these query parameters and passes them straight through to the Tableau embed, applying the filters automatically.

Step 2 (Optional): Configure Multi-Value Delimiters

If a URL Action can send more than one value for a parameter (for example, when the user selects multiple marks), configure the Data Values section of the URL Action dialog in Tableau:
  1. Open the Data Values section below the URL field.
  2. Check the box for Encode data values that URLs do not support.
  3. Check the box for Allow multiple values via URL parameters.
  4. Set the Value Delimiter to three pipes (|||).
  5. Set the Delimiter Escape Character to a backslash (\).
Curator automatically converts the ||| delimiter to commas before passing the values to the embedded Dashboard, so multi-select filters work correctly on the target Dashboard. To make sure clicking the URL Action keeps the user inside Curator instead of opening the raw Tableau Server URL:
  1. Log in to the backend of your Curator instance (e.g. https://www.curatorexample.com/backend).
  2. Navigate to Tableau > Dashboards and click the source Dashboard.
  3. Open the Advanced tab and find the Embedded Options section.
  4. Set the Link Target to Curator Detect (same tab) or Curator Detect New Tab if you prefer the target to open in a new browser tab.
  5. Click Save.
With Curator Detect, Curator inspects the URL produced by the URL Action. If it matches a Dashboard page in the current user’s navigation, Curator routes the user to that page directly — preserving the query-string filters. If no match is found, the URL opens in a new tab instead.