You can publish a list to a dashboard. The list displays in a grid, along with any list item parents, codes, properties, or subsets.

You must be a workspace administrator to publish a list to a dashboard.

To publish a list to a dashboard:

  1. Go to General Lists () and open the list you want to publish in Grid View.
  2. Select the View menu.
  3. Select Publish to Dashboard  and either:
    • Select the name of the dashboard to which you want to publish the list.
      The dashboard opens in Dashboard Designer and displays the list.
    • Select New Dashboard.
      Follow the steps to publish to a new dashboard.
  4. Optionally, rearrange the dashboard elements:
    • To move a dashboard element, select it, then click and drag the blue Move handle to position it.
    • To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
      Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
  5. If the dashboard toolbar is hidden, show the toolbar:
  6. In the dashboard toolbar, either:
    • Select Save to publish and remain in Dashboard Designer.
    • Select Save & Exit to publish and view the published dashboard.