Dashboards

You use the Dashboards page of the Customization Project Editor to manage Dashboard items in the customization project. A Dashboard item contains the dataset of a custom or customized dashboard.

The Dashboards page displays the list of the dashboards that have been added to the customization project.

Note: You can customize Dashboard items for the Customer Portal as well. For details on the portal, see Customer Portal.

Adding a Dashboard to a Customization Project

You can add to a customization project a dashboard that is saved in the database for the current tenant. Alongside with Dashboard item, the system adds Generic Inquiry, Site Map, and Wiki items for inquiries, site map nodes, and wiki pages associated with the dashboard. If an inquiry, a site map node, or a wiki page is already added to the customization project, it is not duplicated.

Tip: The system automatically includes in the customization project information about the workspace to which the dashboard have been added in the UI along with other information about the dashboard.

Removing a Dashboard from a Customization Project

If you delete a Dashboard item from the project, the dashboard remains in the system unless you delete the dashboard by using the Classic Dashboards (SM208600) form.

If a site map node or a generic inquiry was added for a custom dashboard to the project (manually or automatically), and you removed the dashboard from the project, you should delete the appropriate Site Map, Generic Inquiry, or Wiki item manually.