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.
Solved
Free form Notes to display on a Dashboard Widget
Best answer by bryanb39
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.
+6I'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.
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.
+6I 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.
https://www.fiverr.com/acudatica
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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