Creating a Static Tile

To create a static 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 static value you want to display in the tile, like Target Revenue This Quarter.

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

   • Tile Type – Select Static.

   • 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:

   • Display Value – Enter the static value you want to display in the tile.

   • 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 static tiles, the Saved Search field is 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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