Available in: Axsy Mobile for Salesforce, Axsy Field Service, Axsy Public Sector, Axsy Retail Execution


The ability to view Axsy Dashboards is deployed and configured as an Axsy Plugin. If the Dashboard Plugin has been installed in your Salesforce Org, it will be configurable by navigating to the Plugins tab of the Axsy Config Tool and selecting its name, e.g. visit-flow-dashboard, from the left-side menu.



General Tab

From the General tab for the Dashboard Plugin you can see the version of the Plugin currently installed in your Org along with the following configurable settings:

  • Enabled: Checkbox for activating the Dashboard Plugin.
  • Primary dashboard action label: Up to two Dashboard can be configured. This defines the text label for the in-app button that launches the first dashboard.
  • Secondary dashboard action label: Up to two Dashboard can be configured. This defines the text label for the in-app button that launches the second dashboard.

 



Components Tab

The Components tab for the Dashboard Plugin is where each of the two available dashboards are configured further by specifying which Widgets should be included for each and what Flows are used to populate each Widget.


Please see this article for more information on each Dashboard Widget type and how each Widget type is configured: Axsy Dashboards