We were given this screenshot as an example of an “AR Collections” Dashboard. I’ve been able to recreate all of it except the highlighted boxes. Those boxes are displaying note fields, but my issue is getting the large free-form text box.
It doesn’t seem that Grid, Chart, Tracker, or Gauge will give me a box like this. How are free-form text boxes like this created on a dashboard?
Thank you.
Put a tracker on the screen with the field you want, then customize the tracker view.
Make your box bigger by click and drag, and make sure the word wrap is set to true.
I think that should be it. Let me know if that doesn’t get what you need.
This is super helpful, thank you. Question… after making the large box, the text shows up vertically aligned in the middle. Any way to make text have vertical align of top? (I don’t see a vertical align property anywhere)
Turn on MultiLine
Ahh! Thank you!!
Another question: These notes are linked to whatever customer was selected in the upper left. Once I add notes, I click on the next customer, but when I go back the notes disappear… I have to manually click “save” each time I make a change in the notes box. Any way to automatically save when I leave the box and go to another customer?
As long as you are ok with saving that record no matter what (any changes made on any records/tabs of that form will be saved) you should be able to put an after field change on that edv.field and call oTrans.Update();
