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HomeChart Block

Chart Block

You can select and edit the view of the charts to display in the Customer Portal. You can create a new page or edit the existing page for the Chart block.

You can add the Chart on the Portal Dashboard or Portal Listing page as well. You need to select the Page Type.

By selecting the Chart block content, in the Block tab option, you will find the following options:

-> Chart Title: Insert the relevant Chart Title like Total Records, Updated records.

-> Select Module: Select the module from the list like Account, Case, Attachment, Contract, Call, Order.

-> Select Fields: As per the Module selection the Field will be fetched. Select the fields whose type is Picklist or Multi picklist.
Ex.: If you select a case module and the status, then it will display the graph with all the status.

-> Select the ‘Style’ to display the Chart. The 4-different style of Chart Block.

 

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