How do I create or replace dashboard widgets from an index screen?
Quickly Make Widgets From Filtered Index Results.
Please note - this feature is only available on the following indexes:
- Quotes
- Quote Requests
- Invoices
- Remedial Actions
- Service Requests
- Work Orders
- To get started, users can head to the relevant index and apply the filters they want to see results for
- From here, users can select the actions wheel and hit Add to Dashboard
- A form will then appear where users can select the dashboard they want to add the widget to from the dropdown
- Users will then have the option to either create a new widgt or replace an existing one
- If users hit replace, they will need to select which widget they want to replace from the dropdown before continuing the form
- Should users hit create, they will need to select the widget type before continuing
- Users can then give the widget a title
- At this point, users can also amend the refresh period. The period is pre-populated with a recommended interval for optimal use, but users can amend it should they need to
- Users can then choose the colour for the text of their widget and whether they want the widget to open a new tab when selected
- The bottom of the form will show a preview of the widget
- Once users are happy, they can hit Save and view the widget on the selected dashboard
