by synolia

Create standardized dashboards for your users. No more having confused users missing out on what they could be doing with Sugar. This add-on gives Sugar administrators the ability to easily and quickly deploy dashboard templates to one or multiple users.

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#845 - Dashboard Template does not work for Sugar 7.2

Closed Installation created by ryan.zemmer 7 years ago

I paid and downloaded the Dashboard Template Deployer for Sugar 7. I have SugarCRM Professional, Version 7.2.2.1. I followed your directions to a T. I am still not able to deploy a dashboard to another user who has a dashboard or a user who doesn't have a dashboard. I have tried "pushing" the dashboard and you requested and still had no luck.

  1. synolia member avatar

    synolia Provider Affiliate

    7 years ago

    Hello,

    Could you provide us your version of SugarCRM and the version of the package that you installed? We updated the package yesterday night, I want to be sure that you have the latest release.

    After the installation did you click on the « Execute » button available at the bottom of "Quick Repair & Rebuild" page?

    The first time you acces the Administration module with the « Dashboad Templates » installed, you need to refresh your page with a CTRL+F5.

    Best regards,

  2. ryan.zemmer member avatar

    ryan.zemmer

    7 years ago

    I have SugarCRM Professional, Version 7.2.2.1. I installed your version for 7.2.20 to 7.2.2.1. I re installed the newest version, and now i can mirror my dashboard to another person. The problem is when i mirror my dashboard to another person, the filters i had selected in my reports disappear when i mirror the reports to another persons dashboard. For example, all my reports were done through the list view option, then i selected to see all report names that start with API USA. When i clone my dashboard the filters i selected are removed..

    • synolia member avatar

      synolia Provider Affiliate

      7 years ago

      Hello,

      Thanks a lot for you additional explanations, you are in the limitation of the add-on: filters are linked to the users and not to the dashboard by consequence they aren't copied when you push a dashboard to another user.

      That is one of our next features, however we haven't any release date for this evolution.

      Best regards,

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