Add Views to Dashboard.

Green2
Mega Contributor

‎01-31-2022 06:07 PM

In the investment portal I can create Views from Portfolio. How can I add the views to dashboards.

I am able to add Investment portal as  Dashboard tab to a Dashboard using investment portal linkType url 

steps :

added New Tab to existing Dashboard selected  Widget Category = Content Blocks > *New IFrame  (adding linkType url here )

this is showing all the views in side the  Investment portal as below.

I need only selected view(portfolio)like the one highlighted in yellow,  added to dashboard Tab. What kind of widget Category can I use to add just the views ?

Thanks for the help.

find_real_file.png

Preview file
71 KB
0 Helpfuls
  • 827 Views
2 REPLIES 2

Maik Skoddow
Tera Patron
Tera Patron

‎01-31-2022 07:16 PM

Hi 

as you already figured out, you can add content to a dashboard via an IFRAME. So if you want to have a special view on your Dashboard just open that view, copy the URL and configure your IFRAME widget with that URL as you have done it before.

Kind regards
Maik

0 Helpfuls

Maik Skoddow
Tera Patron
Tera Patron
In response to Maik Skoddow

‎02-11-2022 09:32 PM

Hi @Green 

In case you think I was able to answer your question, I would be happy if you mark the appropriate response as "correct" so that the question will appear as resolved for other users who may have a similar question in the future.

If not, please tell me what you are still missing.

Many thanks & kind regards
Maik

0 Helpfuls