This topic describes the Dashboard functions that are supported and unsupported in the Aptify web interface, and lists the functions that are unique to the Aptify web interface.
Aptify 5.5.5 adds the following Dashboard function that is only available to users of the Aptify web interface:
The button type, Open URL, which is used to specify a URL in the button properties to open any URL, including a view or record in the Aptify web interface.
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Aptify 5.5.5
Opening a URL from a Dashboard Button: Aptify 5.5.5 adds the following Dashboard function, which is available in both the web and desktop interfaces. See for more details.
Note: In the Aptify web interface, you can also specify the URL of a Aptify record or view. This feature is not supported in the desktop interface.
Outlook Dashboard Component: Aptify includes support for the Outlook Dashboard Component with the following exceptions:
If a dashboard part for Outlook is configured for a specified folder, the application will still display all of the Inbox email, rather than the individual folder specified under the Outlook inbox.
Users will need to resize dashboards to appropriately display Outlook parts (calendar, etc.) since any added controls will use the default dashboard part size.
Most Recently Used Component: Aptify includes support for the Most Recently Used Component. Keep in mind the following:
The records and views within the MRU do not refresh automatically when additional records or views are opened. To refresh the list you can close and open dashboard, refresh the Aptify web browser as a whole, or switch between the All, Records and View drop-down options.
Other options that are found under the Details option like Clearing the list or viewing details about the record or view are not supported.
Views created in Aptify web may not display. This is a known issue.
Activity Types: Run Process Flow activity type is supported.
Switching Dashboards: Aptify supports the ability to switch between dashboards, with the differences listed below. See for more information.
Aptify web allows users to switch to dashboards that are tied to an application not currently in the user's applications list. In the Desktop client, a user must be subscribed to a dashboard's application to load the dashboard.
Aptify web does not load the related application when a Dashboard is displayed. The Desktop client does load the related application for the dashboard, which requires that the user wait for it to finish before proceeding.
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Aptify 5.5.4
Outlook Dashboard Component: Aptify includes support for the Outlook Dashboard Component with the following exceptions:
If a dashboard part for Outlook is configured for a specified folder, the application will still display all of the Inbox email, rather than the individual folder specified under the Outlook inbox.
Users will need to resize dashboards to appropriately display Outlook parts (calendar, etc.) since any added controls will use the default dashboard part size.
Most Recently Used Component: Aptify includes support for the Most Recently Used Component. Keep in mind the following:
The records and views within the MRU do not refresh automatically when additional records or views are opened. To refresh the list you can close and open dashboard, refresh the Aptify web browser as a whole, or switch between the All, Records and View drop-down options.
Other options that are found under the Details option like Clearing the list or viewing details about the record or view are not supported.
Views created in Aptify web may not display. This is a known issue.
Activity Types: Run Process Flow activity type is supported.
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Aptify 5.5.3
Outlook Dashboard Component: Aptify includes support for the Outlook Dashboard Component with the following exceptions:
If a dashboard part for Outlook is configured for a specified folder, the application will still display all of the Inbox email, rather than the individual folder specified under the Outlook inbox.
Users will need to resize dashboards to appropriately display Outlook parts (calendar, etc.) since any added controls will use the default dashboard part size.
Most Recently Used Component: Aptify includes support for the Most Recently Used Component. Keep in mind the following:
The records and views within the MRU do not refresh automatically when additional records or views are opened. To refresh the list you can close and open dashboard, refresh the Aptify web browser as a whole, or switch between the All, Records and View drop-down options.
Other options that are found under the Details option like Clearing the list or viewing details about the record or view are not supported.
Views created in Aptify web may not display. This is a known issue.
Activity Types: Run Process Flow activity type is supported.
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Aptify 5.5.2
Outlook Dashboard Component: Aptify includes support for the Outlook Dashboard Component with the following exceptions:
If a dashboard part for Outlook is configured for a specified folder, the application will still display all of the Inbox email, rather than the individual folder specified under the Outlook inbox.
Users will need to resize dashboards to appropriately display Outlook parts (calendar, etc.) since any added controls will use the default dashboard part size.
Most Recently Used Component: Aptify includes support for the Most Recently Used Component. Keep in mind the following:
The records and views within the MRU do not refresh automatically when additional records or views are opened. To refresh the list you can close and open dashboard, refresh the Aptify web browser as a whole, or switch between the All, Records and View drop-down options.
Other options that are found under the Details option like Clearing the list or viewing details about the record or view are not supported.
Views created in Aptify web may not display. This is a known issue.
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Aptify 5.5.1
Outlook Dashboard Component: Aptify includes support for the Outlook Dashboard Component with the following exceptions:
If a dashboard part for Outlook is configured for a specified folder, the application will still display all of the Inbox email, rather than the individual folder specified under the Outlook inbox.
Users will need to resize dashboards to appropriately display Outlook parts (calendar, etc.) since any added controls will use the default dashboard part size.
Most Recently Used Component: Aptify includes support for the Most Recently Used Component. Keep in mind the following:
The records and views within the MRU do not refresh automatically when additional records or views are opened. To refresh the list you can close and open dashboard, refresh the Aptify web browser as a whole, or switch between the All, Records and View drop-down options.
Other options that are found under the Details option like Clearing the list or viewing details about the record or view are not supported.
Views created in Aptify web may not display. This is a known issue.