1. How do I configure the Sales Dashboard in the Redwood User Experience?
  2. Specify the Columns in a Sales Dashboard Table and Their Widths

Specify the Columns in a Sales Dashboard Table and Their Widths

To specify which columns appear in your sales dashboard table and control their width, you copy and configure the dynamic table Dashboard Layout.

  1. In Oracle Visual Builder Studio, click the Layout tab and open the CX Sales node.
  2. Scroll down or search for Opportunities.
  3. Click Opportunities to display the opportunity layouts.
  4. In the Dynamic Table section, click Dashboard Layout.
  5. Duplicate the isDefaultDashboardLayout.
  6. Open the copy.
  7. Select and drag the fields you want to display from the left pane to the Select fields to display pane.
  8. You can reorder the columns in your table by using the handles in front of each field.

  9. You can adjust the width of each field by clicking on the field. The width controls display as percent of the table length.

    For example, the opportunity Name width is set to 19% by default, so the name column will always display at 19% of the total width of the table at the default window size.

    If the user views the dashboard in a smaller window, then any field without a width value automatically adjusts, but the name column will stay the same width.

    • Clearing all of the widths for all the columns causes the table to adjust all of the columns.
    • If you add more columns that the width of the table supports or the percent entries add up to more than 100%, then the table displays a scroll-bar.
    Note: Although the Minimum Width and Maximum Width fields display 33% by default, these aren't actual values. The percentage value is merely a placeholder.