Smartstaff, administrator
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→Create a Shortcut section and add aggregate shortcuts
Now you can see aggregate shortcuts displaying the amount of applications in progress and the dollar value of those applications. Next we are going to add a chart that will show applications by status.
===Creating a section type of chart===
If you have users that are working with multiple applications in multiple statuses you may want to consider using a chart to visualization the status of their applications. You can add a chart by doing the following:
# In the Common Role select Draft Portal in the left navigation.
# Under the Main Menu title bar click the Edit button for Home.
# Under the Sections title bar click the Add Section button.
# For Name enter Chart.
# For Type select Chart.
# For Chart List View select your desired list view. It must have a column with the status and a column with the amount requested.
# For Chart Title enter My Applications by Status.
# Leave Chart Type set to Bar.
# For X-Axis choose the Status.
# For X-Axis Label enter Status.
# For Y-Axis choose the amount requested.
# For Y-Axis Label enter Amount Requested.
# Leave Aggregation set to Sum.
# Click the Save button.
# To preview the portal click on Draft Portal - Common in the hierarchical Navigation.
# Click the Preview button at the bottom of the page.
# Click the Main Menu link called Home in the header.
Congratulations you have now created a sample Main menu link using the website theme and other features.
