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Dashboard Widget for Expense Receipts

  • September 6, 2022
  • 3 replies
  • 88 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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  • 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. 

 


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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  • 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.