Update more information cards

Configure and update the More Information cards in the side panel.

Before you begin

Role required: sn_sd.success_dashboard_admin

Procedure

1. Navigate to All > Success Dashboard > Getting Started > Success Dashboard > Key performance indicators (KPIs).
2. Select the row context menu for Contributing KPI type to update the more information record.
3. Modify the content of the record based on your requirement.
4. Select Add.

What to do next

Associate the new context information card with an indicator. To associate a new context information card to a primary or contributing indicator, perform the following steps:

1. Navigate to All > sn_sd_indicator_context_information.list.
2. Select New.
3. On the form, fill in the following fields:

   Table 1. Indicator Context Information

   Field	Description
   Icon	Name of the icon that appears beside the tagline. You can select from any of the icons available in the gallery.
   Tagline	Short label of the card.
   Heading	Short heading that provides context on what the card explains.
   Content	HTML text that describes the card.
   Footer	Footer of the card.

4. Select Submit.
5. Navigate to All > sn_sd_m2m_indicator_context_information.list.
6. Select New
7. On the form, fill in the following fields:

   Table 2. M2m Indicator Context Information

   Field	Description
   Indicator Context information	The record that is being created.
   Contributing Indicator Registry (if applicable)	The contributing indicator with which the card is associated with.
   Primary Indicator (if applicable)	The primary indicator with which the card is associated with.
   Order	The order in which the card should appear.

8. Select Submit.