Automatically show chart next to view

(0) Share

Report

Posted on by Community Member

When a user navigates to an entity, he can see the default view. On the right side there is the chart section. By default it is closed when entering this page.

How can i as an admin change the default for all users and have the chart section open without the need of the user to open it by themselves (Most are lay users and i wish to assist them)?

Another related question -

On the Unified Interface (hub) one can see either the view or the dashboard of a specific entity. By default the view is shown. How can i change it so the dashboard will be the default.

Thanks

*This post is locked for comments

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Community Member on at

Like (0)

Report

RE: Automatically show chart next to view

Hi,

Chart in CRM is stored in “SavedQueryVisualization” entity, same concept with View, is stored in SavedQuery entity.

You can achieve it using plugin (SavedQueryVisualization) to set default chart pane.

Thanks,

Was this reply helpful? Yes No