Creating a Home Screen

Mohammed Jamal Updated by Mohammed Jamal

The system allows for configurable Home Screens, each composed of tabs that can display one or more System Dashboards or record Views. These Home Screens can then be assigned to multiple users.

To add a new Home Screen:

  1. Navigate to Settings > Views & Dashboards > Home Screens. The 'Home Screens' page is displayed.
  2. Select the Create new record button on the toolbar. The 'Home Screen: New' page is displayed.
  3. Enter a Name and Description for the Home Screen.
  4. Set Valid For Export to Yes if you want the record to be included in data migration processes. By default, this option button is set to No.
  5. Select the Business Module in the usual way.
  6. Select the Save button on the toolbar.
  7. Select Tabs to access the 'Home Screen Tabs' sub-page.

You can now start adding the Tabs that will display the data in the Home Screen.

  1. Select the Create new record button on the toolbar. The 'Home Screen Tab: New' page is displayed:
  1. Complete the fields on the page, mandatory fields are marked with a red asterisk *.

Field

Description

Name

Enter the Name of the Home Screen Tab.

Home Screen

Defaults to parent Home Screen record and becomes read-only after initial save.

Display Name

Enter the Display Name that is shown for the tab on the Home Screen.

Display Order

Enter the Display Order value from 1 to 6 in which the tab is displayed on the Home Screen.

Visible

The Visible option indicates if the tab is visible to users. At this stage you could save the record as No and come back and make it visible by setting the value to Yes.

Business Module

Select a value from the drop-down if you are limiting the output to the selected Business Module.

Valid For Export

The Valid For Export option indicates if the record is included in data migration processes.

Tab Type

Select the Tab Type that is displayed on the Home Screen. The following options are available:

  • Dashboard - All Dashboards
  • Dashboard - Selected Dashboard
  • Data View - All Views
  • Data View - Selected View

  1. Select a Tab Type.

When Dashboard - Selected Dashboard is selected, the Dashboard field is displayed. Select the System Dashboard to display on the tab.

When Data View – Selected View is selected, the following additional fields are displayed:

  • Business Object: Select the Record Type.
  • Data View: Select the View that is to be displayed in the tab.
  1. Select the Save and Close button on the toolbar.
  2. Repeat the steps above for each tab that you want to add to the Home Screen.
A maximum of six tabs can be added to a Home Screen.

You can now allocate your Home Screen to System Users.

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