Defining Dashboard Widgets

Use the Widget Settings dialog box to define widget settings when adding or editing a widget.

To define a dashboard widget:

  1. Click Dashboard on the navigation bar.
  2. Select the required tab that must be added as a widget or which contains the required widgets that must be modified.
    Note: You can add or modify the required widgets to a dashboard that you have created.
  3. Click Add Widget on the dashboard menu and select a widget to add. See Adding Dashboard Widgets.
    Note: You can find the widget you want to edit and click the Settings to open Widget Settings.
  4. Complete the Widget Settings information. The available settings depend on the type of widget you selected.
    1. Bar chart widget. see Working with a Dashboard Bar Chart widget
    2. Bubble chart widget. see Working with a Dashboard Bubble Chart widget
    3. Column chart widget. see Working with a Dashboard Column Chart widget
    4. Donut chart widget. see Working with Dashboard Donut Chart widgets
    5. Funnel chart widget. see Working with a Dashboard Funnel Chart widget
    6. Gauge chart widget. see Working with a Dashboard Gauge Chart widget
    7. Group List widget. see Working with a Dashboard Group List widget
    8. Line chart widget. see Working with a Dashboard Line Chart widget
    9. Links widget. see Working with a Dashboard Link widget
    10. Infor CRM SLX Welcome widget. see Working with the Dashboard Infor CRM SLX Welcome widget
    11. Pie chart widget. see Working with a Dashboard Pie widget
    12. SData widget. see Working with Dashboard SData Feed widgets.
    13. Customer Journey Opportunity Kanban Widget. See Working with a Dashboard Customer Journey Opportunity Kanban widget.
  5. Click Save when finished.
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