Enabling dashboard personalization for a portal
You can use a dynamic container based on sections, so that you do not need a harness to use the dashboard.
- Check out the DashboardPortal harness, and then add the pxUserDashboard section to the harness.
- Open the pyCaseManagerLinks navigation rule, and then click Check out.
- From the page list, select the dashboard harness.
-
On the
Actions
tab, complete the following steps:
- In the Harness field, enter the harness name that includes pxUserDashboard.
- Ensure that the Read Only option is set to No.
- In the Data Transform field, enter pxUserDashboardPrepareDisplay to call a data transform.
- In the UserDashboardCategory field, assign a dashboard to a category.
- In the UserDashboardLabel field, enter a title for the dashboard.
- Click OK to close the modal dialog, and then click Save.
- Check in the section. For more information, see Checking in a rule.