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Dashboard Widget for Expense Receipts

  • September 6, 2022
  • 3 replies
  • 134 views
Laura Carpenter
Varsity II
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Has anyone successfully created a dashboard widget to show open expense receipts (screen ID EP301010) that have not been claimed without creating a custom GI?

Best answer by Kandy Beatty

Hi @Laura Carpenter 

You will need to create a GI for it to be added to a dashboard. I have a sample one you can use to build off of. 

 

    3 replies

    Kandy Beatty
    Captain II
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    • Kandy Beatty
    • Captain II
    • Answer
    • September 6, 2022

    Hi @Laura Carpenter 

    You will need to create a GI for it to be added to a dashboard. I have a sample one you can use to build off of. 

     

    Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
      Laura Carpenter
      Varsity II
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      Thanks @kbeatty21.  Any clue why this screen doesn’t allow a widget to be built off of it?

        Kandy Beatty
        Captain II
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        • Kandy Beatty
        • Captain II
        • September 6, 2022

        Thanks @kbeatty21.  Any clue why this screen doesn’t allow a widget to be built off of it?

        It needs to be a Generic Inquiry that is already created in the system. You would need to create the GI first then you can add it to any dashboard. 

        Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
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