You can configure the custom dashboard as per your requirement by selecting the entity and its relevant records.
For that navigate to the Dashboard Configuration from the MappyField left side navigation pane. [1]
From the Dashboard Configuration, you can create a new customize dashboard as per your requirement, for that click on the + New. [2]
- You need to insert the following details to customize the dashboard:
– Name: Insert the relevant name for the Custom dashboard
– Entity Name: Insert the Entity name.
– Query: Insert the Query to customize the records.
After inserting the details click on Save button.
Now, navigate to the MappyField Dashboards → MappyField 365 Custom Dashboard. [3]
By clicking on the MappyField 365 Custom Dashboards, you will get the Custom dashboard which you have configured. [4]