1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Create the Contents Container and Link It to the Metric Card

Create the Contents Container and Link It to the Metric Card

After you've created a custom metric card for your dashboard tab, you're ready to create the container that will hold the content you want to display. Here's how.

  1. Open the Sales Dashboard and edit the page in Oracle Visual Builder Studio.

  2. On the Components pane, click Contents Container.

    Contents Container link

  3. Click the Rules button.

    Contents Container Rules button location

  4. Oracle provides a contents container for each metric card, so select the one that includes content of interest and click Duplicate.

    In this example, we're creating a tab that displays information on the team hardware opportunity pipeline, so we'll duplicate the Sales Manager - Pipeline Content.

    Contents containers highlighting the duplicate icon.
  5. Edit the name and click Confirm (the check mark) to save. For example, you can add (copy) to the name. The name doesn't show up for users, only during configuration.

    In the Condition section, click Edit and replace the ID with the ID for the metric card you created.

    This link ensures the contents of your tab displays each time a user clicks on the metric card.

You're now ready to create the sections for inclusion in the contents container as described in the topic Create the Sections with the Content You're Displaying.