DocType Dashboard Reference

The Dashboard is a section provided at the top of certain DocTypes. It contains one or more areas, where each area displays a specific type of information related to the current Document.

Dashboard Areas

Progress Area

This area displays the progress towards a goal the DocType considers "complete".

Overview Area

Example DocTypes

Customer, Project

This area contains a heatmap showing dates where transactions occurred that are related to the current Document.

Stats Area

Example DocTypes

Customer, Sales Order

This area contains relevant bits of information related to the current Document. The example below if of a Customer with both a submitted Sales Order and Invoice Document.

Connections Area

Example DocTypes

Customer, Dividers Store, Project, Sales Order

This area lists other DocTypes connect back to the current Document with a Link, as well as the total number of existing/active Documents, and a link for creating a new Document that connects back to the current Document.

DocType references are broken down into categories to make it easier to find a particular DocType.