Scenario: Creating the reminder tile.
Solution:
- Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New.
- On the Dashboard Tile page, specify values for the following fields:
- Name – Enter a name that describes the metrics to be displayed in the tile. For example: Target Revenue This Quarter, Sales Order YTD, POs Pending Receipt, Sales and Marketing Expense.
- Inactive – Leave this box clear to make the tile available for display on the dashboard.
- Tile Type – Select Reminder.
- Display to All Roles – Check this box to make the tile visible to all roles. When this box is checked, the Roles field becomes read-only.
- Roles – Select at least one role that can access the tile. To select multiple roles, press and hold down the Ctrl key.
- Display Order – Enter a numeric value to define the order that the tile is displayed in the portlet. For example, enter 1 to display the tile as the first tile in the portlet.
4. On the Data subtab, specify values for the following fields:
- Saved Search – Select the name of the saved search to use for the tile.
- Link – (Optional) Specify the URL to use for the tile. For example, you can enter a saved search URL. When you click the tile, the system launches URL page.
- Prefix – Enter text or characters to append before the tile value. For example, you can use a currency symbol as a prefix.
- Suffix – Enter text or characters to append after the tile value. For reminder tiles, the Display Value and Scorecard Summary Type fields are read-only.