Sage ERP X3 has an interesting feature which support the Dashboard. We can call any of Sage X3 screens through the Dashboard.
Follow the below steps to call screen from Dashboard:
- To open the Dashboard Processes screen navigate through – Setup > Interactive dashboard > Processes
- Create any new process or you can edit the existing one as per the requirement.
- You will get the below screen. Here we can see the Dashboard screen view in the Drawing tab. Please refer to the below screenshot.
- Here first we have to add the object when clicked the screen should be called. There were lots of objects available like geometric shapes, buttons, icons, photos etc.
- After adding the object we have to link it. The link option is available on the toolbar present at the upper site. Here you will find the number of link options we can link the object with function, query, reports or inquiry screen.
- Then specify the correct function or query name as per the “Link to” option selected as shown in below screenshot and click Ok the object will get linked with the specified function.
Hope this helps.
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