Add a Hub Dashpart
You can add dashparts that link to the hubs that you use most frequently, and populate these with the hub records that you use most frequently.
To add a hub dashpart:
- In the desktop application, click Dashboard in the toolbar on the main DPS screen.
- On the toolbar, click Configure.
- Click Add System Dashpart.
- Enter a name for the dashpart.
- From the Dash Part Types drop-down list, select the hub (for example, Employees) from which you want to select records.
-
Click the
Configure button to select the hub records to include in the dashpart, and then select one of the following actions:
- Click to select records from a lookup.
- Click Saved Search if you want to populate the dashpart based on search criteria. You can use an existing set of search criteria or create a new set.