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Hi everyone,
I'd like to customize my view in dashboard TAB.
Actually I had this kind of view in LEAD:
and this one in Deal Registration (a custom entity):
I can't find the settings area. Anyone can help me?
Where can I manage this form?
Thanks in advance.
Silvia Innamorati
Hi Silvia,
Based on your screenshots, the dashboards are interactive dashboards, and these views are streams.
A stream is nothing more than a list (view) of records inside the dashboard. For example if you use ‘Leads’ as the entity, the views you can use in the stream could be ‘my open leads’, ‘open leads’ or any other opportunity view you have in your system.
Keep in mind that streams use card forms to display the data, so you need configure stream view by customizing the entity’s card form.
Go to Settings > Customization > Customize the system > Entities > Leads > Forms to open the card form to edit it.
Note:
There is also a limitation to the number of fields you add to the different sections of the card form:
– Header: 3 Fields
– Details: 4 Fields
– Footer: 4 Fields
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