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.
#1399 - NO 'Copied From User' FIELD IN DASHBOARD TEMPLATES
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. :)
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"It is nice to be able to setup a dashboard with the way you want it configured and push it out to users."
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6 years 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
6 years 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.