Monday, April 29, 2019

Most dashboards can be customized and additional portlets added.

Most dashboards can be customized and additional portlets added.  Some examples of dashboards that can be customized are Transactions and Lists.  An example of a dashboard that cannot be customized is Home.

Steps to customize dashboard (Transactions as an example)
1. 
Navigate to Transactions > Transactions Overview > Settings portlet > Click Edit Custom Tab
2. Content tab > Portlets sub tab > Add additional portlets like 'Custom Search'
3. If you want multiples of any portlet types this can be done by adding the portlet type multiple times
4. Adjust audience settings if required and save

Be aware that the tabs are based on center type and audience settings may need to be adjusted
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