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You can add up to 15 user fields and 3 rows of meta-data to the list layout view of the dashboard.
Each field can span one or two cells.
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6. To add a field click on one of the buttons shown above and then select the user field as required.
User fields that can be selected include
Form Type | Available Fields |
|---|---|
| Correspondence | Project |
Date Changed | |
Date First Closed | |
| Date First Opened | |
| Date Issued | |
| Document Code | |
| Attention Company ID | |
| Attention Company Name | |
| Attention ID | |
| Author Company ID | |
| Author Company Name | |
| Author Display Name | |
| Author First Name | |
| Author ID | |
| Author Last Name | |
Budget | Original |
Proposed Adjustments | |
Approved Adjustments | |
Approved Budget | |
Budget Variation | Amount |
Budget Transfer | Value Transferred |
Contract | Amount |
Contract Variation | Total Value |
Payment Certificate | GST On this Payment |
Total Value | |
Claim | Amount Approved |
% Complete | |
Value Complete | |
Previous Certified | |
This Claim | |
| Assessed amount |
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2. Click on the collapse column icon
next to the field you wish to reduce the columns the field spans across.
| Info |
|---|
Count widgets are designed to report on open/exception items. For optimal performance, it is highly recommended that you configure them with targetted criteria that return less than 1000 results due to the nature of real-time data analysis and the need to check security/access rights to ensure you only see the forms you have access to. |