Service dashboard

I'm trying to set up the dashboard, and wondering if it's possible to display active cases for a specific customer?

 

Best regards,

 

Jan Rune Hogstad

RE: Service dashboard

Hi,

Yes it is. You must first create a selection in service that shows what you want (e.g. tickets for a particular customer). Then you create a webpanel under the status page that shows this selection. Now your users can choose this as a tile in the Dashboard.

Sverre

By: Sverre Hjelm 10 Oct 2019

RE: Service dashboard

Thanks for your reply.

I tried this, but which settings do I have to use to make this visible and to choose as a card on the Service Dashboard?

 

 

The URL I used is the URL from the Selection in Service. But what do I choose from the "Synlig i" to access this on the Dashboard in Service module.

By: Jan Rune Hogstad 11 Oct 2019

RE: Service dashboard

 

Create a new web panel under "Main page":

Choose to use selection and in that drop down, choose your selection.

 

 

Then your selection will be available to choose in a card on the dashboard.

By: Patrik Larsson 11 Oct 2019

RE: Service dashboard

Maybe I don't have the permission or rights to do this, my menu looks like this

 

By: Jan Rune Hogstad 11 Oct 2019

RE: Service dashboard

No, you don't seem to have the proper permissions to add new web panels. You need to speak to your admin user to either help you or give you the correct permission.

By: Patrik Larsson 11 Oct 2019

RE: Service dashboard

Hi Jan,

Entry you are looking for is "Nettleserfaner"

 

By: Michel Krohn-Dale 11 Oct 2019

RE: Service dashboard

Fantastic! Everything solved!

Thank you!

Regards,

 

Jan Rune