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.