Sugar Community Edition Documentation

Sugar Community Edition 5.1 Documentation

Sugar Community Edition User Guide

Version 5.1

Chapter 2 Navigating the User Interface : Managing Sugar Dashlets

Managing Sugar Dashlets

Sugar Dashlets are user-configurable panels that allow you to specify the items that you want to view on your Home page. A Sugar Dashlet displays a list of item records that is similar to the list view displayed on a module’s home page. Sugar displays a collection of Sugar Dashlets for items such as meetings, activities, and accounts on your Home page. You can configure each Sugar Dashlet to display the rows, columns, and filters that you need. For example, you can change a Sugar Dashlet’s title or choose to view only your items. You can add and remove Sugar Dashlets as needed.

You can add multiple Sugar Dashlets of the same kind. For example, you can add multiple activity Sugar Dashlets and configure each one differently. By default, you can add a maximum of 10 Sugar Dashlets on your Home page, but the administrator can change this setting. You can also move a Sugar Dashlet to different locations on the page as required.

Note:

If you cannot add or move Sugar Dashlets, check with the administrator to ensure that the functionality has been enabled.

Developers can extend its functionality to provide users with additional capabilities.

To add and search for Sugar Dashlets

1.	Click the Add Dashlets button located at the top right-hand corner of the Home page.

The Add Sugar Dashlets menu displays in a separate window.

2.	To add a module as a Sugar Dashlet, click the module on the Modules tab.

You can add multiple Sugar Dashlets of the same type and configure each other differently. For example, you could add two Sugar Dashlets for Accounts and display different columns, filters, and so on.

3.	To add a chart as a Sugar Dashlet, select the chart from the Charts tab.

You can add a chart dashlet to your Home page or to the Dashboard. The Charts tab displays pre-defined report charts under Basic Charts.

4.	To add the Jot Pad as a Sugar Dashlet, select it from the Tools tab.

5.	To search for a Sugar Dashlet, enter a keyword in the search box located above the Dashlet tabs and click the Search icon.

The search results display on the Search Results tab.

To rearrange and customize Sugar Dashlets

1.	To rearrange the position of a Sugar Dashlet on the Home page, point the cursor at its title, drag it to the new position and release.

2.	To customize a Sugar Dashlet, click the Edit icon adjacent to its name.

The properties dialog box displays in a separate window. You can choose different display columns, filters, and number of displayed rows.

3.	Click Save after you have made the desired changes.

To manage Sugar Dashlets

1.	To move a Sugar Dashlet, place the cursor on its title, press and hold down the mouse button and move it to the new location, and then release the mouse.

2.	To edit a Sugar Dashlet, click the Edit icon above it, update the information, and click Submit.

3.	To remove a Sugar Dashlet, click the Delete icon above it. When the system displays a message seeking confirmation, click OK to confirm its removal.