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Create Actions from Dashboards

Create Actions from Dashboards

Dashboards now feature a new icon in the top-right corner of the window, providing options to create a Watcher and/or an Action straight from within.

How to Create Actions from Dashboards

To access this feature follow these steps:

  1. Navigate to the Dashboards folder in the main menu.

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    The options is available in all dashboards

Select any of the existing Dashboards listed as per your needs to display it.

  1. Click on the Create Actions icon located at the top-right corner of the window in your selected dashboard.

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Overview of Sales Insights outliers dashboard
  1. Choose the portlets, charts, and tables to be assigned to your new actions.

Portlets are software components used on web pages to display information and functionality, such as charts and tables. They are customizable and interactive, allowing users to access specific data based on parameters. In dashboard applications, portlets offer a customizable interface for data interaction.

  1. Click on the Create Action blue icon at the bottom

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