by Jackal Software

Administrators can copy dashboards from any user to any number of users, security groups, or roles. Save time logging in as individual users to set up their dashboards.

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#1399 - NO 'Copied From User' FIELD IN DASHBOARD TEMPLATES

In Progress Bug? created by alessandromarcioni a year ago

Hello everybody,
I've already installed this nice tool (Evaluation version) on my SuiteCRM.
I notice in the AdminGuide that when i set up a new template i've to set the 'Copied From User' with the relate field of the user that i want to take the dashoard from.

I've another question: i've to set up to every user a dashboard with a website tab. The difficoult thing is that every user has to see a different link in their tab.
Is there a simple way to do that?
Thankyou so much.
:)

  1. shad member avatar

    Jackal Software Provider Affiliate

    a year ago

    Hello and thank you for your trial of the add-on. That is odd about that field no being there.

    Could you please check in Studio for the Detail/Edit View layout for the Dashboard Templates module?

    I'd be happy to log in to take a look for you as well. If that is possible please create a user and send login information to shad@jackalsoftware.com

    .Thank you

  2. shad member avatar

    Jackal Software Provider Affiliate

    a year ago

    Regarding the website tab I cannot think of a way to do that easily.

    I can imagine a way to do it by creating a custom dashlet that uses a parameter stored on the User record.

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