Update more information cards
Configure and update the More Information cards in the side panel.
Before you begin
Role required: sn_sd.success_dashboard_admin
Procedure
Navigate to All > sn_sd_m2m_indicator_context_information.list.
Find the context information record in the table based on the Primary Indicator or the Contributing Indicator Registry that the card is associated with.
Select the Indicator context information field to open the context information record.
Modify the content of the record based on your requirement.
Select Save.
What to do next
Associate the new context information card with an indicator. To associate a new context information card to a primary or contributing indicator, perform the following steps:
- Navigate to All > sn_sd_indicator_context_information.list.
- Select New.
On the form, fill in the following fields:
Field Description Icon Name of the icon that appears beside the tagline. You can select from any of the icons available in the gallery. Tagline Short label of the card. Heading Short heading that provides context on what the card explains. Content HTML text that describes the card. Footer Footer of the card. Select Submit.
- Navigate to All > sn_sd_m2m_indicator_context_information.list.
- Select New
On the form, fill in the following fields:
Field Description Indicator Context information The record that is being created. Contributing Indicator Registry (if applicable The contributing indicator with which the card is associated with. Primary Indicator (if applicable) The primary indicator with which the card is associated with. Order The order in which the card should appear. Select Submit.
Parent Topic:Configure Success Dashboard indicators KPIs