INTENDED SEARCHES: page settings, viewport settings, widgets, dashboard widgets
Page settings, viewport settings, and widgets control parts of the user interface and dashboard experience.
Widgets may show metrics, charts, counts, reports, or shortcuts.
Fields/options may include:
- Widget name.
- Widget type.
- Metric.
- Group by.
- Time period.
- Filter conditions.
- Position.
- Size.
- Refresh interval.
- Dashboard visibility.
Why this matters:
These settings affect what users see. If a user says a dashboard or page looks different, check role permissions, widget settings, filters, and page settings before assuming data is missing.
Support note:
If the user cannot find the option, sees different fields, cannot save, or receives an error, contact support with the record name, page, action attempted, error message, and screenshot if possible.
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