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Adding Views of Presentation Catalog Folders to Interactive Dashboard Pages

You can add a view of an Oracle CRM On Demand Presentation Catalog folder and its contents, such as saved requests, to a dashboard. For example, if you have a collection of saved requests that you run frequently, you can open the folder in the dashboard, navigate to a saved request, and click it to run it.

Before you begin. To create and edit interactive dashboards, your role must include the Manage Dashboards privilege.

To add a view of a Presentation Catalog folder to an interactive dashboard page

  1. Navigate to the dashboard editor.

    For information on navigating to the dashboard editor, see Navigating to the Dashboard Editor.

  2. From the selection pane, drag and drop a Folder object on to a section in the dashboard page.
  3. Click the Properties button for the folder.

    The Folder Properties dialog box appears.

  4. Browse to select the folder, and click OK.
  5. Click OK to save the properties.

Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.