Creating a Reminder Tile

To create a reminder tile:

1. Go to Setup > Dashboard Tiles > Manage Dashboard Tiles > New.

2. On the Dashboard Tile page, specify values for the following fields:

   • Name – Enter a name that describes the metrics you want to display in the tile. For example: Target Revenue This Quarter, Sales Order YTD, POs Pending Receipt, Sales and Marketing Expense.

   • Inactive – Clear this box to display the tile on the dashboard.

   • Tile Type – Select Reminder.

   • Display to All Roles – Check this box to make the tile visible to all roles. When you check this box, the Roles field becomes read-only.

   • Roles – Select at least one role that can access the tile. To select multiple roles, press and hold down the Ctrl key.

     Note:

     To display the tile in the portlet, you need to select at least one role in the Roles field or check the Display to All Roles box.

   • Display Order – Enter a number to define the order where the tile is displayed in the portlet. For example, enter 1 to display the tile as the first tile in the portlet.

     Note:

     If two or more tiles have the same display order value, the system displays the tiles in alphabetical order.

     You can only display 50 tiles in the portlet. If you create more than 50 tiles, the portlet displays only the first 50 depending on the display order value.

3. On the Data subtab, specify values for the following fields:

   • Saved Search – Select the name of the saved search you want to use for the tile.

     Important:

     Saved searches are not validated by the system. If a saved search isn't working properly, the dashboard displays the tile incorrectly or display N/A in the tile.

     Ensure that the saved search you select is a SuiteScript supported record. For more information about SuiteScript supported records, see SuiteScript Supported Records.

   • Link – (Optional) Enter a URL to use for the tile, like a saved search URL. When you click the tile, the system launches that page.

   • Prefix – Enter text or characters to append before the tile value. For example, you can use a currency symbol as a prefix.

   • Suffix – Enter text or characters to append after the tile value. For reminder tiles, the Display Value and Scorecard Summary Type fields are read-only.

4. (Optional) Modify the tile appearance or apply conditional alerts.

   For more information, see Modifying the Appearance of a Dashboard Tile or Applying Conditional Alerts to a Dashboard Tile.

5. Click Save.

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