Add Views to Dashboard.
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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.
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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
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02-11-2022 09:32 PM
Hi
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