Adding Infor CRM Dashboard widgets to Infor Ming.le
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Infor CRM Dashboard functionality is not supported for Infor Ming.le version 11.1. |
You can add Infor CRM widgets to Infor Ming.le homepages.
- In Infor Ming.le, on the App Menu, click Homepages.
- Do one of the following:
- To add widgets to a new page, click the More Actions ellipsis button, click New Page, complete the Title and Description and click Create.
- To add a widget to an existing page, navigate to the existing page and click EDIT.
- Click ADD WIDGET.
- In the left pane, click Application.
- Search for the Infor CRM widget catalog.
- Find the widget you want to add and click ADD.
The widget is added to your page. - Add another widget, or click CLOSE.
- Click SAVE.
- Open the homepage containing the widget you want to edit or configure.
- On the widget you want to edit or configure, click the ellipsis button, and then click Configure.
- Complete the Configure Widget information:
Title - The title that will display in the widget title bar.
Entity - The entity from which you want to pull the data. For example, Opportunities. All entities with list views are available to view in charts and lists.
Group - The group for which you want to view data. For example, All Opportunities. All groups available to a user are available to use in charts and lists.
Dimension - The data you want to view. For example, Probability. All current Range and Distinct filters are available as dimensions.
The available dimensions are dependent on the available entity filters and other configuration settings. See your system administrator for more information. Metric - The way you want to calculate the data. For example, Total Actual Amount. All entities with list views have an associated count metric, for example, Lead Count and Account Count. There are additional metrics for Opportunities and History.
- Type - A subtype of the widget you added. For example a Chart widget could be a bar, column, donut, funnel, line, or pie chart.
Some widget types may not be available. Limit - Type the maximum number of items to appear in the chart. Depending on the selected Dimension, the limit may not apply.
- Click OK.
Introducing Widgets in Infor CRM
