Adding Dashboards in Dashboard Page

How to Add Dashboards in Dashboard page



  • From the drop down click on Customize Pages. You will get a pop up saying “You must be in a sandbox session to perform customizations.
  • Click on Activate Sandbox. It will take you to sandbox.
  • Click on Create > give name to the sandbox. Example: Dashboard
  • Now search for the dashboard and set it as active. You will get a warning message saying Entering the sandbox will take you to the home page. If you leave this page, then any unsaved changes will be lost. Do you want to continue? Click on Yes
  • Go to Dashboard page from Home Page > From the drop down click on customize pages
  • You can choose customization layer as site layer or Job Role. Here I am going to choose site layer. And click on okay.
  • Click on add content > you will get three options

                     Application Content
                     Components
                     Reports and Analytics

  • Now I am opening Application Content
  • Within application content you can see watchlist and Worklist: Notification and approvals. Click on add button.
  • On clicking up button, you will be taken back to previous page.Where you can see Components and Reports and Analytics
  • Now you will see that watchlist and Worklist: Notification and approvals is added to the dashboard page. Once you are done adding application content, Components and/or Reports and Analytics. You can click on your sandbox name > More > Publish.
  • This is how to Add Dashboards in Dashboard page

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