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Question

Help with Rich Text Elements on Dashboard

  • August 16, 2023
  • 0 replies
  • 578 views

Hello -

On my dashboard I have several gauge reports showing as counters and the numbers are all different sizes (and appear bolded compared to other text on screen), so I would love to use a Rich Text element instead to have more control over formatting.

Is there a way to add field values (in this case a summary numeric value) to Rich Text elements using the code <> option? If so, are there any resources on syntax?



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Thanks in advance,
Jennifer Paschal
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  • August 16, 2023

Natively within a dashboard its not possible provided that you can't target a single table or records within the code option. That said the two methods I've seen work well are: 

  1. Create a code page and code your own dashboard. Essentially build your own web page with the tiles and presentation that you want so you have absolute control of the page, and then use the webpage/iframe element on the dashboard to display that page.
  2. This option is a little easier but funkier, and that is to create a 'Master' table or some kind of ultimate parent in your application where you can consolidate information and make a single Rich Text field and then put that rich text field on a report by itself to show on a dashboard. Its quirky but the idea is that you make a formula field that looks and feels how you want with whatever style is needed - then you make that the only field on a report where you hide the column labels and limit the report to only one record to show so that its only got the key info you want displayed. Then put that report on a dashboard. Here is an example:The top element in this example is the report/formula. You'll notice that the report header element still shows but the content is more controllable. 


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Chayce Duncan
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