I'm looking for a way to add a record from the dashboard screen.

bonsai
Mega Sage

I created a report from the table contents below and displayed it on the dashboard.

find_real_file.png

find_real_file.png

 

 

I want to create a new record by creating a UI action around the red circle on the dashboard.
Is this possible?
I am not particular about UI actions.
I want a button that transitions from the dashboard screen to creating a new record.

 

find_real_file.png

1 ACCEPTED SOLUTION

Maik Skoddow
Tera Patron
Tera Patron

Hi

in the marked area, you cannot create buttons (for example based on UI Actions). 

But as a workaround, you could place on the top of your dashboard an HTML widget which contains the HTML code for such a "New" button. So at the end it is not exactly on the required position, but right below.

Kind regards
Maik

View solution in original post

2 REPLIES 2

Maik Skoddow
Tera Patron
Tera Patron

Hi

in the marked area, you cannot create buttons (for example based on UI Actions). 

But as a workaround, you could place on the top of your dashboard an HTML widget which contains the HTML code for such a "New" button. So at the end it is not exactly on the required position, but right below.

Kind regards
Maik

Wade Clairmont
Tera Guru

Would you happen to have example code for this?  I am attempting the same.  

 

Thanks in advance.