Sugar Community Edition User Guide Version 5.0

Managing Sugar Dashlets

Dashlets are user-configurable panels on the Home page that allow you to specify the items that you want to view on your home page. A 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 dashlets for items such as meetings, activities, and accounts on your home page. You can configure each dashlet to display the rows, columns, and filters that you need. For example, you can change a dashlet’s title or choose to view only your items. You can add and remove dashlets as needed.

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

Note:

If you cannot add or move 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 dashlets

1.	Click the Down arrow on the My Sugar tab and select Add Dashlet.

The Add Dashlets menu displays in the separate window.

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

You can add multiple dashlets of the same type and configure each other differently.

3.	To add a chart as a dashlet, select the chart from the Charts tab. The Charts tab displays dashboard charts .

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

5.	To search for a 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 dashlets

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

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

The properties dialog box displays in a separate window.

To manage dashlets

1.	To move a 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 dashlet, click the Edit icon above it, update the information, and click Submit.

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

4.	To refresh a dashlet, click the Refresh icon.