Dashboard Example: Multiple Conditions

This tutorial demonstrates how to create a custom dashboard gadget using multiple filter conditions.

Video Tutorial

1. Define the Goal

We'll create a gadget that displays Payment Required Sales Orders for Test Company.

2. Add a New Gadget

Click Add Gadget to create a new dashboard gadget.

3. Choose the Gadget Type

Select Custom Filter Results as the gadget type.

4. Start the Configuration

Click Add to begin configuring the gadget.

5. Enter a Gadget Title

Enter a title that clearly describes the results. For this example, enter Test Company Payment Required.

6. Select the Collection

Choose Sales Order because this example tracks Sales Order records.

7. Add the First Filter

Under the filter conditions, select Company as the first field.

8. Select the Company Operator

Choose Equal so the filter matches one specific company.

9. Enter the Company Name

Enter the company name you want to track. For this example, enter Test Company.

10. Add a Second Filter

Click Add Condition to add another filter and further narrow the results.

11. Select the Status Field

Select Status as the second filter field.

12. Select the Status Operator

Choose Equal so the filter matches one specific Sales Order status.

13. Select the Status

Select the status you want to track. For this example, choose Payment Required.

14. Save the Gadget

Click Save to create the custom dashboard gadget.

15. Review the Results

Return to the dashboard and verify that the gadget displays only Payment Required Sales Orders for Test Company.

This example shows how multiple filter conditions can be combined to create a dashboard gadget that displays exactly the information you need.