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Heatmap / Dashboard Options in Customize Form #14681

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Olawale1 opened this issue Aug 22, 2017 · 7 comments
Open

Heatmap / Dashboard Options in Customize Form #14681

Olawale1 opened this issue Aug 22, 2017 · 7 comments

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@Olawale1
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Hi,

Please add Dashboard Options in Customize Form so that users can set the following options:

  1. Default State - Whether Dashboard section is open or closed by default
  2. Permission Level - This should work just like field 'Perm Level' option

Thanks

@umairsy
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umairsy commented Aug 22, 2017

Please elaborate your query with an example or screenshots.

@Olawale1
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Hi @umairsy

Trust you're doing great. When I open an Item for example, the Dashboard is always open by default so the page always appears as shown below:

dashboard default state 1

In a number of cases (most actually), we would prefer for the Dashboard to be closed by default as shown below:

dashboard default state 2

There should be a way to set the default state of the Dashboard to either Open or Closed in the Customize Form page

Also, we may want to hide the Dashboard completely from users with certain roles. In this case, we should be able to set Permission Level for the Dashboard so that only users with that privilege can view it

Hope it's clear enough. Please let me know if you require any further explanation

Thanks

@Olawale1
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Hi @umairsy

Please confirm if my explanation is sufficient

Thanks

@Olawale1
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Olawale1 commented Sep 9, 2017

Hi @umairsy

Trust you're doing well. Please update the tag on this

Thanks

@umairsy umairsy changed the title Dashboard Options in Customize Form Heatmap / Dashboard Options in Customize Form Oct 27, 2017
@tukutela
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+1

@Olawale1
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Hi @umairsy

Any update on this please?

Thanks

@ankush ankush transferred this issue from frappe/erpnext Oct 29, 2021
@YamanQD
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YamanQD commented Sep 18, 2022

Hello
Any update on this issue?
We need to set a permissions level on the dashboard at the top of the "Customer" form in order to hide it from certain roles, but it seems there is no way of doing that currently.

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4 participants