Dashpart Configuration Dialog Box

Use this dialog box to manage records that will be displayed in the dashpart.

Parent Topic: Screens

Location

To display the Dashpart Configuration dialog box, complete the following steps:

There are two ways to access the Dashpart Configuration dialog box.
  • From the Dashboard, click the dashpart title drop-down on the dashpart toolbar, and click Configure.
  • On the Dashboard toolbar, click Configure > Add System Dashpart. On the Add System Dashpart dialog box, click Configure.

Contents

Field Description
Search Type This section contains options on how you will conduct the search that will facilitate adding records for a dashpart. The following options are available:
  • Records — This option is selected by default. While this option is selected, the Saved Records grid will be viewable on the Dashpart Configuration dialog box. The Saved Records grid contains all the records that are currently referenced by the dashpart. In the Saved Records toolbar, the following buttons can be used to manage the saved records:
    • Add — Click this button to add records that will be associated with the dashpart. Clicking this button will open a Lookup where you can search for records that you need.

      If you are creating a project dashpart, you can determine whether projects, phases, or tasks (work breakdown structure 1, 2, or 3 records) display in the dashpart. On the Project lookup, select Advanced in the Display Type field. In the Display field, select Project, Phase, or Task before you perform the search and select the records to display.

      After you select records on the lookup, the new records will be added to the bottom of the Saved Records grid.

    • Unsubscribe — Click this button to remove a selected record in the Saved Records grid. The removed record will no longer be viewable in the dashpart.
    • Clear All — Click this button to remove all currently associated records with the dashpart. The dashpart will be empty after all records are removed.
  • Saved Search — Select this option to use a saved search criteria in the system that can be used to populate the lookup search criteria. While this option is selected, the Dashpart Configuration dialog box will display a Saved Search Name field. Click the Saved Search Name field lookup to select a global or personal saved search file from the Searches field in the lookup dialog box. The saved search file will be used by the lookup as a reference for the records it will display when you run a search.
OK Click this button to save your changes and close the Dashpart Configuration dialog box.
Cancel Click this button to close the Dashpart Configuration dialog box without saving the changes that you made.