Adding the Insight Board to the Start Page
To add an Insight Board to the start page:
- Switch to the Legacy Forms area and open the StartPage form.
- Add a row of type
InsightBoard
and enter the following parameters (separated by semicolon) in the Func field.-
MenuName
: Name of the Insight Board's context menu. -
RecordId
: for example,ID
.$
curRep
for the current rep. -
Param1
: Name (with the$
prefix) of a dependent start page component. For example, the defaultStartPage
Legacy Form contains aDatePicker
row withCalendar
as Valuename assigned. You can therefore use$Calendar
to display a tile with the selected day.
Example:
InsightBoard;ID.$curRep;$Calendar
-
- You can define further options in JSON syntax in the Options field:
-
MaxVisibleItems
: Limits the number of tiles displayed. If more tiles exist, the user can slide within the Insight Board.Example:
{"MaxVisibleItems":"2","Vertical":"1"}
-