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Free form Notes to display on a Dashboard Widget

  • 24 January 2024
  • 4 replies
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Userlevel 1

We have a dashboard that is used to communicate daily tasks and information to our warehouse operations teammates.  We would like to add a widget to the dashboard that would allow our Operations Director to type notes into Acumatica that can display on a widget on this dashboard.  What is the best way to accomplish this goal?  We are running 23 R1.  Thank you.

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Best answer by bryanb39 24 January 2024, 17:35

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Userlevel 6
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I'd create a Wiki page that your Ops Director can edit.  

I'd do this over pulling in some note field because it'll allow formating, bullet points, tables etc.   I'm sure you can create a nice template to update.  

Then greate a GI that'll pull in the last modified date of the wiki to display in a widget next to it.  

The UI for editing WiKi is pretty easy to use.  

You can display a Wiki on the dashboard.   

Userlevel 1

Thanks for the input.  I thought using a WiKi page was a good idea as well, but I quickly got lost in the documentation.  Do you have a recommended article that explains the process you recommend?

Thanks again.

Userlevel 6
Badge +5

I had the same issue. 

The way I figured it out was going to another wiki and editing it. Then creating a new one from there. 

Make sure you have the role to edit the wiki.  

Then you can add a wiki widget and assign it to the the one you create.  Don't forget the publish the Wiki.  

Later I can create a more step by step with some screen shots if needed.  

Userlevel 1

The step by step would be great.  I will also look into copying an existing WiKi and modifying that.  Thank you again for your help. 

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