Tag: Dashboard tiles

Process of Installing the Dashboard Tiles SuiteApp

Scenario: To install the Dashboard Tiles SuiteApp: Solution: Go to Customization > SuiteBundler > Search & Install Bundles. On the Search and Install Bundles page, use the following information to search for the SuiteApp: Bundle Name: Dashboard Tiles Bundle ID: 185219 Click Dashboard Tiles to display its Bundle Details page. Click Install. If asked, indicate your agreement to allow NetSuite to… Continue reading Process of Installing the Dashboard Tiles SuiteApp

Permissions to Use Dashboard Tiles

Scenario: Granting Permissions to Use Dashboard Tiles When Dashboard Tiles is installed, the dashboard tiles custom record becomes available. The following table lists the permissions required to access the dashboard tiles custom record. Custom Record : Dashboard Tiles Minimum Permission Level : View Maximum Permission Level : Full

Process of creating a Reminder Tile in NetSuite

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,… Continue reading Process of creating a Reminder Tile in NetSuite

Publish Dashboard

ScenarioAdd the Same Dashboard Tile of the Controller to a custom Role SolutionAdd “Publish Dashboards” Permission under the setup tab to the role Controller User: ControllerGo to Settings> Publish Dashboard> List From the list of saved dashboards edit the dashboard, we want to publishThen go to Apply to Role and add the name of the… Continue reading Publish Dashboard

Add Custom Report to Dashboard Tile

User: Administrative RoleTo add a Custom Report to the Dashboard tile go to Setup> Dashboard Tiles> Manage Dashboard Tiles > NewAs per our requirement, we can select the tile type like Reminder, StaticAdd NameTile Type: StaticDisplay To all Role – checking on this box leads to publishing the custom report to all rolesOr we can… Continue reading Add Custom Report to Dashboard Tile

Prevent dashboard tiles from appearing in all custom portlets

Issue Faced: whenever creating new dashboard tiles, it is appearing in the custom portlet that sources “Dashboard tiles” even if that dashboard tile was not intended to appear in that custom portlet. For example, refer to the screenshot below. It is a custom portlet located in a custom center tab. The “Unfulfilled transfer Order” dashboard… Continue reading Prevent dashboard tiles from appearing in all custom portlets