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For more information on creating summary pages, go to Summary Pages.
Dashboard Settings Data Entry Page
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<?xml version="1.0" encoding="UTF-8"?><dashboardcomponent xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/dashboards.xsd"> <name>key_non_completed_activities_of_logged_in_user</name> <description>key_non_completed_activities_of_logged_in_user</description> <type>summary</type> <summarypage>activities/dashboardActivities<dashboardNonCompletedActivities</summarypage> </dashboardcomponent> |
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Dashboard Component Embedded Summary Page
In the following example dashboardNonCompletedActivities.xml is created under ../pages/summary/activities
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<?xml version="1.0" encoding="UTF-8"?><summary xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xsi:noNamespaceSchemaLocation="../../../xsd/summary.xsd"> <title>key_activities</title> <sql>FROM ACTIVITIES LEFT JOIN ACTIVITYTYPES ON ACTIVITYTYPES.ACTTYPEID = ACTIVITIES.ACTTYPEID LEFT JOIN ACTIVITYSTATUSES ON ACTIVITIES.ACTSTATUSID = ACTIVITYSTATUSES.ACTSTATUSID WHERE ACTIVITIES.ACTIVITYDELETED = 0 AND ACTIVITIES.LIFECYCLESTATE <> 'COMPLETED' <!-- for logged in user --> </sql> <rowsperpage>5</rowsperpage> <primaryfield>ACTIVITIES.ACTIVITYID</primaryfield> <mainlinkfield>ACTIVITIES.ACTIVITYNUMBER</mainlinkfield> <module>ACTIVITIES</module> <entityfilter>ACTIVITIES</entityfilter> <fieldlist> <!-- external filters --> <!-- basic search --> <field> <fieldname>ACTTYPE_FILTER</fieldname> <fieldfunction>ACTIVITIES.ACTTYPEID</fieldfunction> <caption>key_type</caption> <filter>true</filter> <filterlookupname>dataset;activities.loadtypes;acttypeid;acttypename</filterlookupname> </field> <!-- advanced search --> <!-- fields --> <field> <fieldname>ACTIVITIES.ACTIVITYNUMBER</fieldname> <caption>key_number</caption> <summary>true</summary> <link>page.do?xml=activities/activity&act=itm&jndi=ejb/CRMUIActivity&fc=loadForm&pv0=((ACTIVITIES.ACTIVITYID))&pvc=1</link> </field> <field> <fieldname>ACTIVITIES.ACTTYPEID</fieldname> <caption>key_type</caption> <summary>true</summary> <fixedlookup>ejb/CRMUIActivityType.getTypeOptions:key_all</fixedlookup> </field> <field> <fieldname>ACTIVITIES.ACTIVITYDESC</fieldname> <caption>key_description</caption> <summary>true</summary> </field> <field> <fieldname>ACTIVITYSTATUSES.ACTSTATUSNAME</fieldname> <caption>key_status</caption> <summary>true</summary> </field> <field> <fieldname>ACTIVITYEXPECTEDCLOSINGDATE</fieldname> <fieldfunction>ACTIVITIES.ACTIVITYEXPECTEDCLOSINGDATE</fieldfunction> <caption>key_expected_completion_date</caption> <summary>true</summary> </field> <!-- drilldowns --> </fieldlist> </summary> |
For more information on creating summary pages, go to Summary Pages.
Defining Dashboard Components in Metadata
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