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How to automatically refresh a dashboard

Nicolas.Plourde Profile Picture Nicolas.Plourde 240

Hi folks,

To refresh a dashboard, you can click on the button refresh. But, there is no supported way to refresh a dashboard automatically without refreshing the whole page.  Here, I’m offering you a simple solution to that problem.

First, create an html web resource. I named mine xrm_dashboard_autorefresh.html. It’s generic so I can use it in multiple places. In the content, copy and paste the following.  Then save and publish.

Second, open your dashboard. In the last row, add the web resource. Also, uncheck “Visible by default” to keep it hidden.

The script will use the same command as the Refresh button.

Save, Publish, go take a coffee.

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