14.3.9. Dashboards

To create system dashboards, go to the configuration icon and select ‘Advanced Settings.’

Go to ‘Customizations’ and then ‘Customize the System.’

*In this example we are creating a dashboard in the job/project entity (and not the opportunity entity).

Select ‘Dashboards’ and click ‘New.’ Then select ‘Dashboard.’

Then choose the layout to create a dashboard.

Name the dashboard and choose the component that you want to see. Could be a list, a chart, a web resource, a timeline, or an iframe. To do this, go to the section and click on the icon.

To add the component, select the record type, in this case, ‘Jobs’, and then select the view. Finally, click ‘Add.’
Repeat this step until all the sections are completed. Finally, press ‘Save’ and ‘Close.’

Then press ‘Publish All Customizations.’

Refresh the browser after publishing.

You can assign the security roles for which this form will be displayed. To do this, select the and press ‘Enable Security Roles.’

Then check the Enable security roles. Finally, click ‘OK.’

To find this new dashboard, go to ‘Recruiting’ and select ‘Dashboards.’

Then select the new dashboard on the dropdown menu.

If you don’t want to create a system dashboard you can also create a personal dashboard and share it with other users.

Watch the tutorial video

If the dashboard doesn’t show up after a couple of hard refreshes (ctrl R), you may have to add it to the site map. To do this, go to recruiting Hub Lite, press the three dots, and select ‘open in app designer.’

If you don’t see the classic view, press the three dots and select ‘Switch to classic.’

Then select Dashboard on the dropdown menu and mark the checkbox on the right. To finish press ‘Save’ and ‘Publish.’

Watch the tutorial video