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The dashboard typically includes widgets, such as charts, tables, and graphs, clearly and concisely displaying data. Users can drill down into the details of each widget to get a more comprehensive view of the underlying data. The dashboard may also include alerts and notifications that inform users of critical events or changes in the data.


  1. Go to 
     → <<your solution>>
  2. Navigate to 
     →  Setup
  3. Navigate to Dashboards. Here, you can see three dashboard menus: Dashboards, Dashboard Settings, and Dashboard Widgets.
  4. Select Dashboards. You will find the Default dashboard. We will keep this default dashboard and create a new one from here.
  5. Click the plus sign icon 
    to create a new customized dashboard.
  6. Enter a Name for the dashboard. The Permanent Code field will be auto-populated based on the name you entered (but you can override this if you like, ensuring that there are no special characters or whitespaces used)

  7. Add a brief Description.

  8. Save your new dashboard.

  9. Click on the hyperlink of your new dashboard to open it.
    You will find an empty area with a predefined layout of three columns. You can add predefined widgets to each one of these columns.

  10. Remove one column and re-size the other two to have the same width.

  11. Click on Add Widget (1) link on the left column. On the Available widget's window, select Summary (2) and then My Cases Total widget, then click on Add Widget button (3).

  12. Check your dashboard with the following image. This newly added widget will show the total number of cases of your solution.

  13. To set our new dashboard as default, we need to disable the Default dashboard.

  14. Click the gear to open the Control menu and click the Disable option.
    Deactivated Dashboards will appear with a red shade and a strike-through effect to indicate that they are no longer in force.
  15. Click on Add Widget. On the Available widget's window, select Miscellaneous at left and the URL widget from the right section, then click on the Add Widget button.
  16. Click on the Configure Widget gear icon at the upper right corner and insert the following URL:

  17. Resize the columns to get a full view of the URL/page.
  18. Add a Coded Page widget under the My Cases Total.

  19. Select a coded page from the Coded Page dropdown list. In our example, the Simple Tab Example.

  20. Check your dashboard with the following image.
  21. Close the Dashboard tab when ready. There is no Save button here.

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