Skip to main content
Topics#Data ManagementNeal Watson 的问题
Neal Watson 提问于 #Data Management
2013年1月31日 00:40

Home Page Components

I currently have the basic Home Page setup. Dashboard (highlights), Tasks, and Events. I would like to be able to have a secondary Tasks section that would allow me to use standardized Subjects in my Tasks that would allow me to filter the Tasks. For example, I would like one Task list to show Sales Calls. Then I would like my secondary Task list to show Submittal related Tasks.

 

I have tried creating a New Component on the Home page. However, I can only find a way to insert an HTML, Image or Link. 

 

Is there a way to create another active list that is able to be filtered in the manner I'm describing?

 

Thanks,

 

nw
1 个回答
  1. James Garfield (Agendia, Inc.)
    2013年1月31日 01:39
    Hi Neal,

     

    It is possible but only through Visual Force and a moderate amount of coding. My suggestion would be do one of two things (both involve you first creating report that filters based on your search criteria)

     

    1) You can create a link that will allow your users to click a link to a report that will display all of their 'Calls' for a certain time frame (this could also be changed to show different filters)

     

    2)You can use a large HTML component in the middle of your homepage and use an <iframe> tag that would display the report results (basically would eliminate the need for the users to click)

     

    Both of the two options require you using a report to first specify what you want to show. Again, without some moderate coding this is a feasible option!

     

    Best of luck and let me know if you need any help!
撰写回答...
0/9000