Add Actions to Dashboard Pages

You can add actions to dashboard pages using action links and action link menus.

Topics

Add Actions to Dashboard Pages with Action Links

Link a related report or a useful web site to your dashboard. For example, give sales consultants a direct link to an Opportunity web site from the Sales Performance dashboard so they can query opportunities by responding to a prompt for Opportunity Name or Opportunity ID.

  1. Open the dashboard page for editing.
  2. From the Dashboard Objects pane, drag and drop an Action Link object on the dashboard page.
  3. Click Properties for the new link.
  4. Complete the fields in the dialog.
  5. Click OK.
  6. In Dashboard builder, click Save.

Add Actions to Dashboard Pages with Action Link Menus

You may want to offer several action links on your dashboards. Use menus to group your links together and keep things organized.

For example, you can give sales consultants a Related Information menu on the Sales Performance dashboard with useful links, such as an external Opportunity web site or a related Brand Revenue dashboard.

  1. Open the dashboard for editing.
  2. From the Dashboard Objects pane, drag and drop an Action Link Menu object on the dashboard page.
  3. Click Properties for the new menu.
  4. Add the action links to the menu.
  5. Click OK.
  6. In Dashboard builder, click Save.