Customizing Dashboard Views
You can customize the view used for a record type's lists in dashboard List portlets. Available customizations include changes to displayed results columns and filter dropdown lists. This is different from personalizing dashboards, which refers to changing the portlets on the dashboard.
If an existing saved search is available as a dashboard view, you can select that search to customize your dashboard view, instead of creating a new one. These searches are available from a View dropdown list. See Selecting an Existing Saved Search as a Custom View.
To create a custom view for list portlets on dashboards:
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In the List portlet that display the dashboard list you want to customize, click the Customize View or Edit View link.
If the dashboard view of this record type has not been previously customized, the Customize View link is displayed. If has been edited, the Edit View link is displayed.
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In the Search Title field, enter a different name for your custom view, if desired.
Default search title is the word Custom followed by the record type and the selected view, for example, Custom Item Basic View.
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On the Results subtab:
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Select a different field to use for sorting if desired.
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Add, remove, and move fields as desired.
Note:A List portlet displays only the first 7 columns when the portlet is placed in the center of the dashboard and only 2 when it is on the side.
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Enter custom labels for fields as desired. The default label is the field name.
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On the Available Filters subtab:
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Add, remove, and move fields to be displayed as filter lists on the list page.
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Enter custom labels for filter lists as desired. The default label is the field name.
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Leave the Show in Filter Region setting as Yes for all fields. If you change this setting to No, the filter list is not displayed.
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When you have finished making changes, click Save. This customized view is now used to display the selected record type in List portlets.
You also can do the following:
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Click More Options to display a full saved search definition page where you can edit other options, such as filter criteria. (Note that if you make changes to other options on this page, these settings are preserved when you return to the customization page, even though they are no longer visible.)
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Click Cancel to return to the page displaying the List portlet, with no changes.
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Click Restore Defaults to return to the page with the List portlet that uses your previously defined preferred search settings, if any, or system-defined defaults. (Note that this button only appears after you have customized the list view.)
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