Adding Actions to Dashboard Pages

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

Topics

Adding Actions to Dashboard Pages Using 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, described in the table below.
    Field Description

    Open Link in New Window

    Select to open the link in a new browser window or tab.

    Deselect this option to open the link in the same window

    Add to Briefing Book

    Select to allow the action to run if the dashboard appears in a briefing book. A briefing book icon displays to the left of the link to indicate you can run the action in a briefing book.

    Deselect this option to disable the link if it displays in a briefing book.

  5. Click OK.
  6. In Dashboard builder, click Save.

Adding Actions to Dashboard Pages Using 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. There are several ways to do this:
    Goal Procedure

    Add an action link that already exists on the page

    Drag and drop the existing Action Link object onto the Action Link Menu object.

    Add a new action link.

    Click Add and define the link.

    Change the display order for links on the menu.

    Use the arrows to the right of the list.

  5. Click OK.
  6. In Dashboard builder, click Save.