The View Container component displays a view of any type in the dashboard part. (The Entity List View Component only supports list views.) Note that to maximize the space available for list views on a dashboard, the Status Bar is only displayed for list views that have paging enabled and exceed the page size. Info:
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You can drag and drop an existing view into any personal dashboard without having to open the Dashboard Options dialog. See |
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for details. |
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Follow these steps to add a View Container part to the dashboard:
- On the General tab of the Dashboard Parts record, select the the View Container component component from the the Component field field.
- Select the the Properties tab tab.
- Enter a caption in the the Caption field field. The caption is the text that will display with the part in the dashboard area.
- In the the Entity field field, enter the service whose records you want to display in the view.
- Select a a View Type:
- Link to Existing View: Use this option to display an existing view in the part.
- Custom SQL View: Advanced users can use this option to specify their own SQL statements.
- Do one of the following depending on which option you selected for View Type:
- In
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- the View
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- field, enter the view (any view type) that you want to display in the part.
- In
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- the SQL View
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- tab, enter your SQL statement to define a temporary list view. (This option applies to list views only.)
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- If you are displaying a list view, click the the New Record Parameters tab tab and specify any field information that you want to automatically populate when a user opens a new record from the view (for advanced users only).
- This option only applies to list views.
To specify default parameters for new records opened from the view, use this syntax:
No Format nopanel true PARAMS(Field1=Value|Field2=Value)
- For example, to automatically populate a new Persons record'
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- s Title
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- and Ranking fields with Purchasing Manager
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- and 5
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- enter PARAMS(Title=Purchasing Manager|Ranking=5)
- enter PARAMS(Title=Purchasing Manager|Ranking=5)
- Click Click OK to to save the Dashboard Parts record.