Buttons in dashboards

You can add dashboard buttons that launch record operations or link to URL's from directly within a widget, making your dashboards more interactive to improve user experience.

➤ You can see it in action here.

Example

A manager views a dashboard to monitor regional dispatch details and profitability in real-time. The dashboard has a button that instantly creates and assigns a new work order, without having to navigate away.

Instructions

Find the dashboard you would like to edit (e.g. Work Orders).
Right-click on the dashboard, and select 'Customize' from the pop-up menu.
Right-click near the top of the widget where you would like the button to appear, and select 'Add panel button' from the pop-up menu.
Add a title to act as a button label (e.g. New Work Order), and select an icon (e.g. notes) for your button.
Select a 'Mode' (e.g. Invoke app activity).
Select a 'Target app' from the dropdown list (e.g. Work Orders).
Note: You may alternatively select 'Launch URL' in step 5, and enter a target URL in step 6.
Select a 'Target activity' from the dropdown list (e.g. Add New Record).
If you wish, prefill operation fields in your new record (e.g. Priority). Click 'Save.'
That's it! The new button now appears in the top-left corner. You may position it in the top-middle or top-right corner, by right-clicking the button and selecting 'Panel docking.'
To customize the color, right-click on the button and select 'Button colors' from the pop-up dropdown list.
Select the background, text, and border colors by using the picker or entering a web color code. Click 'OK.'
Save your button.
Before publishing, you can test out the button and ensure the proper functionality (e.g. opens a window to add a new record to the app) by clicking it.
Repeat steps 3 - 14 to add as many buttons to the widget as required.
Once you're satisfied, right-click anywhere, and select 'Publish' from the pop-up dropdown list.