|
Height
|
Specify the height of the dashboard in pixels. The default is 300. |
|
Include Share and Download
Options
|
Allow users to share and download dashboard
images and data. When this option is selected, the
Share control is added in the header of the
dashboard and both Share and Download actions are
added in dashboard widget menus. Requires a
minimum dashboard height of 612 pixels, plus user
access to image sharing and downloading data. The
default is false. |
|
Show Title
|
Control the visibility of the
dashboard title. When this option is selected, the dashboard’s
title appears above the dashboard. The default is true. |
|
Show Header
|
Control the visibility of the
dashboard header. When this option is selected, the dashboard is
displayed with a header bar that includes the Open in Analytics
icon, the date and time that the dashboard’s data was updated,
and the dashboard views menu. The header bar also appears if
either Show Sharing Icon or Show Title is selected. |
|
Open Dashboard
|
Specify where the dashboard
opens when users click the open icon. The default behavior is to
open the dashboard in the CRM Analytics Studio. Other options
include opening the dashboard in the Salesforce Lightning
Analytics tab or disabling the open icon. |
|
Open Links in New Windows
|
(Aura Component only) Specify where links from the dashboard to other assets are
opened. When this option is selected, links open in new windows.
When this option isn’t selected, links open in the same window.
The default is true. |
|
Hide On Error
|
(Aura Component only) Use Set Component Visibility instead. |
|
Enable Notifications
|
Allow users with
permission to set conditions and get notified about updates to
dashboard widgets. And when Show Header is true, this option
also surfaces the notifications icon in the dashboard header,
which opens the notifications management panel for editing and
deleting notifications. If you enable Show
Header, it’s recommended that the dashboard is
at least 400 pixels in width to accommodate the management
panel. |
|
Enable Subscriptions
|
Allow users with
permission to subscribe for periodic email updates on dashboard
widgets. And when Show Header is true, this option also surfaces
the subscriptions icon in the dashboard header, which opens the
subscriptions management panel for editing and deleting
subscriptions. If you enable Show Header,
it’s recommended that the dashboard is at least 400 pixels in
width to accommodate the management panel. |
|
Set Component Visibility
|
Dynamically
controls whether users see a dashboard. To set the visibility
for the dashboard component, add filters. For example, add a
filter of Permissions > Standard Permissions > Use CRM
Analytics Equal true to show the dashboard
component to users with CRM Analytics permissions only. For more
information on component visibility, see Dynamic Lightning
Pages. |
|
Filter
|
(LWC Component only) Add selections
or filters to the embedded dashboard at runtime. You can filter
dataset fields by variables or specified values. Specify filters
by entering JSON strings in the Filter text box. For examples,
see Filter and
Selection Syntax for Embedded Dashboards. If a
filter or selection can’t be applied, the attribute is ignored
and the dashboard appears with all its data and no
selection. |
|
Dashboard Filters
|
(Aura Component only) Add selections or
filters to the embedded dashboard at runtime. You
can filter dataset fields by variables or
specified values. Specify filters either by using
the point-and-click Filter Builder (record pages
only) or by entering JSON strings in the Filter
String box. For examples, see Filter and Selection
Syntax for Embedded Dashboards.
Use the
Filter Builder to set up a dashboard to show the
contextual data for each record page in which it
appears. Click Filter
Builder and + Add Dashboard
Filter. Select a dataset, dataset
field, and operator. Then click
Select to specify a field
in an sObject or custom object.
Prevent users from exposing more data by
locking or hiding filters. With the
Locked option, the Filters
menu appears in the embedded dashboard header, but
users can’t modify or delete the filters. With the
Hidden option, the Filters
menu doesn’t appear in the embedded dashboard
header.
When you click
OK, the filter appears in
the configuration panel.
Click an existing filter to edit it in the
Filter Builder, or click X
to remove it. To view or edit the filter JSON,
click Filter String.
|
