Working with a Dashboard Group List Widget

To configure the Group List widget:

  1. Click Dashboard on the navigation pane.
  2. Select the tab which contains the widgets that must be modified.
    Note: You can only add or modify widgets to a dashboard that you have created.
  3. Perform one of this:
    • Click Add Widget on the dashboard menu and select Group List, or
    • Click Settings button to modify a bubble widgets properties and data sources. The Widget Settings window is displayed.
  4. Review or modify the General Options:
    Width
    The horizontal space for which the widget must occupy on the dashboard. By default, the width is set to 12. However, you can use the slider to set this value. If the width is set to a smaller value, more widgets are displayed in the same line. For example, if you set the width for the widget to 6, two widgets are displayed in the same line. If you set the width to 4, three widgets are displayed in the same line.
    Height
    The vertical space for which the widget must occupy on the dashboard, expressed in pixels. By default, the height is set to 450px. However, you can specify a higher or lower value to increase or decrease the height.
    Title
    The title to be displayed on the widget title bar. By default, the title is set to the name of the widget type you select. However, you can modify the title.
    Subtitle
    The text that provides additional information about the widget. By default, the subtitle is blank.
  5. Click Entity Options and perform this:
    Entity
    The entity from which required data is retrieved. For example, Opportunities. You can retrieve the data in the charts and link widgets for all entities that have the list view page.
    Group
    The group for which the data must be displayed. For example, All Opportunities. All groups that are accessible to a user can be used in group lists.
    Page Size
    The number of records in the list that are displayed on each page. Additional records are accessible using the Go to previous page and Go to next page icons next to the record count below the list.

    The default is 20 records.

  6. Click Grid Options and select the required columns that are displayed in your group list. By default all columns are selected to display. To remove a column, clear the column check box. To add a column, select the column check box.
  7. Click Save.