Working with list view widget panels
The list view KPIs are replaced with Widget panels. You can access a Widget panel from all list views. Widgets can be created only for entities with defined metrics and dimensions.
List views that previously included out-of-the-box KPIs, now have a specific widget panel layout named , which displays the same metrics.To view or hide a list view widget panel, click Show Widget Panel to expand the widget panel or Hide Widget Panel to collapse the widget panel.
You can view the same widgets on the Widget panels and the Dashboard, including chart and KPI widgets. On a list view, the data source option specifies that a widget data source is displayed based on the selected group and filters.
You can maintain one or more personalized layouts or view layouts shared to you by the administrator or other users.
These list views contain a KPIs layout with the out-of-the-box KPIs widgets:
- Accounts. See Accounts list view KPIs
- Opportunities. See Opportunities list view KPIs
- Quotes. See Quotes list view KPIs
- Sales Orders. See Sales Orders list view KPIs
- Invoices (Infor CRM SLX Back Office only). See Invoices list view KPIs
- Contracts. See Contracts list view KPIs
- Returns. See Returns list view KPIs
- Tickets. See Tickets list view KPIs