Configuring View Dashlets
You can configure the following View Dashlet options:
• Filtering criteria, columns to include, and ordering and sorting settings.
• List views used, number of columns and rows to display, and auto-refresh settings.
To configure View Dashlets:
1. In Dashboard Designer, in the Grid Dashlets section, in the top left corner, click Create (
).
).2. In the Create New Grid Dashlet dialog box, complete the fields as follows, and then click Save.
|
Field
|
Value
|
|---|---|
|
Dashlet Type
|
View Dashlet
|
|
Name
|
Enter the name you want to use for the Dashlet.
|
|
Display Width
|
Select One Column or Two Columns.
|
|
List View
|
Select the list view you want to show.
|
|
Columns to Display
|
The number of columns you want to show.
|
|
Rows to Display
|
The number of rows you want to show.
|
3. After you link your newly created View Dashlet to a new or existing Dashboard and save your changes, view that Dashboard, and then in the top right corner of the View Dashlet you want to configure, click See Entire List (
).
).4. In the list view, in the top right corner, click Options (
) > , and then in List View Designer, configure filtering options such as columns, date ranges, and so on.
) > , and then in List View Designer, configure filtering options such as columns, date ranges, and so on.
 |
Date ranges in filtering criteria follow the format n −1, where n represents the current day. For example, the [last 2 days] option returns results for the current day and the previous day.
|
5. In Max Designer, click Developer Tools (
) > , and then in the left pane, search for and click View Dashlet.
) > , and then in the left pane, search for and click View Dashlet.6. On the object design page, in the left pane, click Records, and then in the list view, click the relevant View Dashlet record.
7. Configure any of the following options:
◦ List View: Select a different list view to monitor.
◦ Columns to Display: Change the number of columns to show in the list view.
◦ Rows to Display: Change the number of records to show in the list view.
◦ Auto Refresh: Enable or disable auto-refresh.
◦ Auto Refresh Interval: Define how often the list view is automatically refreshed.