The Inbox as opening screen
Go to 'Maintenance' | 'Templates'
Go to 'Document-tab'
Search for "Dashboard Consultant"
Click on the Document template "Dashboard Consultant", it will open.
Go to block 'Template', field 'Code', "STARTUP", make field empty
Go to block 'Settings'
Settings, checkbox "Open in main window" must be empty (0)
Click on [save]
Re-login, now you will see the Inbox will be shown as Opening screen
Setting another Dashboard as opening screenÂ
Go to 'Maintenance' | 'Templates'
Go to 'Document-tab'
Click on the "Dashboard Cx5", or any other dashboard, it will open the document-template
Go to block 'Template', field 'Code', enter "STARTUP" (capitals)
Go to block 'Settings', checkbox "Open in main window" must be checked (1)
Available for, check which User role will get this Opening screen
Click [Save]
Re-login
Can you use all Documents Templates form Library as opening screen?
It's not possible to use all available Documents-Templates in the opening screen. Some templates will leave the opening screen blank or produce a error.
Please contact our Customer Success Team for more information, they can build/adjust a Dashboard that will be eligible for the opening screen.
Read article: Install a Dashboard
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Keywords: UD-2837