Dashboard
How to use Dashboard in Dashboards: access, working steps, fields, related records and troubleshooting.
Purpose and access
Choose a dashboard appropriate to your role and company. Review the period and filters before interpreting a number. Follow a metric to its underlying records where available; empty charts can reflect no matching data, restricted access or an incomplete filter.
This page is a record page in Home → Dashboards. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Dashboard Name, Charts.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Dashboard from Home → Dashboards, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Dashboard Namedashboard_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Is Defaultis_default | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Is Standardis_standard | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Modulemodule | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Module Def |
Chartscharts | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Dashboard Chart Link |
Chart Optionschart_options | Code Optional | Set Default Options for all charts on this Dashboard (Ex: "colors": ["#d1d8dd", "#ff5858"]) |
Cardscards | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Number Card Link |
Child tables
Charts — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Chartchart | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Dashboard Chart |
Widthwidth | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Cards — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Cardcard | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Number Card |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.