How to remove the ‘New‘ (gear icon) column in the Saved Search Transaction Portlet without removing the Edit/View column? In my case, this is found in the Customer record (dashboard view), Transactions portlet (Type=Invoice). From one of the questions here, to remove the Edit/View column, the solution is to set the Search Output Type = Report. This solution removes the… Continue reading How to remove the ‘New’ (gear icon) column in the Saved Search Transaction Portlet?
Tag: portlet
Alternate way for Limitation of search Portlets on Dashboard
There is a limit of six search portlets that can be added to the Dashboard page. However, you can include links to your saved searches within a shortcut portlet—though please note that only one shortcut portlet can be displayed at a time. If you need to display more saved searches, one option is to create… Continue reading Alternate way for Limitation of search Portlets on Dashboard
Phone Calls Portlet
The Phone Calls portlet enables you to see a list of upcoming phone calls. You can also view and edit individual records if you have the permission. You can view the upcoming phone calls using the Dashboard view or the Default view. The Default view enables you to filter phone calls by status and organizer.… Continue reading Phone Calls Portlet
Deleting a Portlet from a Dashboard
There are three ways to remove portlets: Click Remove in the portlet menu. Click the portlet icon in the Currently Used tab of the Personalize Dashboard palette. As you move your pointer over the portlet icons, the corresponding portlet on your page is outlined. Click Personalize Dashboard in the Settings portlet or the Personalize link in the top right corner of the page.… Continue reading Deleting a Portlet from a Dashboard
Adding a Portlet to a Dashboard
Click Personalize Dashboard in the Settings portlet or the Personalize link in the top right corner of the page. The Personalize Dashboard palette opens at the top of the page. When you click the Currently Used tab, you can see portlets that already appear on your dashboard. If you hover over a portlet in the Currently Used tab, that portlet is highlighted on your dashboard.… Continue reading Adding a Portlet to a Dashboard
Filters Available in the Analytics Portlet
Previously, you could not modify filters on the Analytics portlets added to your personalized dashboard.Now, you can filter the data shown in your Analytics portlets, as well as modify filters applied from theWorkbook UI.
Portlet Script To Display A Table In Custom Portlet In Dashboard
Portlet Script To Display A Table In Custom Portlet In Dashboard
Custom Table in Portlet
How to use a custom table HTML template in a Portlet? –> Use a Portlet script in Simple form type and create a custom HTML template in table form in the script or store it in the FIle cabinet. –> Use this custom template to render the contents in the table. var portlet = params.portlet;… Continue reading Custom Table in Portlet
Commission Report On Dashboard
Requirement To set up the dashboard to display the commission reports based on the market managers and regional managers. Solution Its not possible to setup a Dashboard using single saved search. So What we have to do is combine multiple saved searches to calculate commissions and setting up dashboard. So we can approach custom records… Continue reading Commission Report On Dashboard
Quick Add Phone Call Using Portlet Script
This portlet script is using creating a quick add phone call record by using a supportive client script. Using this client script we can directly refresh the portlet by calling the portlet module. Portlet Script Client Script