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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