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