Adding widgets

Infor CRM provides out-of-the-box widgets that you can add to a dashboard or widget panel layout.

Note: Your security access determines the functions that are available. You can contact your administrator for modifying the access.

To add a widget:

Access Dashboard or a widget panel.
Select the layout that you require to add a widget to.

Note: You can only add widgets to a layout you created.
Click Add Widget from the menu.
Click the type of widget you require to add to view the Widget Settings window. See Defining widgets.
Complete the Widget Settings information. The available settings are based on the type of widget you selected.
- Bar chart widget. See Working with a Bar Chart widget
- Bubble chart widget. see Working with a Bubble Chart widget
- Column chart widget. See Working with a Column Chart widget
- Donut chart widget. See Working with Donut Chart widgets
- Funnel chart widget. See Working with a Funnel Chart widget
- Gauge chart widget. See Working with a Gauge Chart widget
- Group List widget. see Working with a Group List widget
- Infor CRM SLX Welcome widget. See Working with the Infor CRM SLX Welcome widget
- Line chart widget. See Working with a Line Chart widget.
- Single KPI widget. See Working with a Single KPI widget.
- Comparison KPI widget. See Working with a Comparison KPI widget.
- Stacked KPI widget. See Working with a Stacked KPI widget.
- Links widget. See Working with a Links widget.
- Pie chart widget. See Working with a Pie widget
- SData Feed widget. see Working with SData Feed widgets.
- Journey Kanban widget. See Working with a Journey Kanban widget.
Click Save, when finished.