Dashboard to show information from other entities....

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Posted on by USA80

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I am wondering if I can get the following dropdowns within a dashboard. These are all separate entities, but wondering if I can get them into one big dashboard?

All Assigned Activities

My open Deliverables

My open health fairs

My open Materials.

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USA80 2,645 on at

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RE: Dashboard to show information from other entities....

That was it...thank you.
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ashlega 34,475 on at

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RE: Dashboard to show information from other entities....

It this is what you see in the "designer", it's expected:

Save the dashboard, then go to the dashboards area in CRM and pick that dashboard to see the results
USA80 2,645 on at

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RE: Dashboard to show information from other entities....

Not sure what you mean, normally vs desinger
ashlega 34,475 on at

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RE: Dashboard to show information from other entities....

You have to save the dashboard and open it "normally" (not in the designer) - you'll see actual columns then
USA80 2,645 on at

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RE: Dashboard to show information from other entities....

I.E. and the cache has been cleared
Wayne Walton 13,726 on at

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RE: Dashboard to show information from other entities....

What browser are you using? Try another browser, or clearing your cache.
USA80 2,645 on at

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RE: Dashboard to show information from other entities....

I tried that, but when I bring in the views, the columns headers just say "Column" and are blank
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Wayne Walton 13,726 on at

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RE: Dashboard to show information from other entities....

Yes, you should be able to make a dashboard exactly like that, assuming those Views exist. From the Dashboard page, just click "New" and you should be able to add those subgrids easily.