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How to Add a Query Tool to a Dashboard in Sage X3

In this blog, we will learn how to add a query tool to a dashboard in Sage X3. The purpose of adding the query tool to the dashboard is to easily view whenever the user logs in to Sage X3. Step 1: First, we need to create a query in the Query tool. The query example in this blog refers to the Purchase requests which are Not signed. The following is the navigation to create the query. Navigation: All>Setup>Usage>Report>Query Tool word-image Step2: Once the query is created, we need to create a menu item. The following is the navigation to create the menu item. Navigation: Administration>Authoring>Pages>Menu items

Click on Action button then click on “New Menu Item”.

Enter the code. For example, I am using P_NSIGNED.

Enter the Title. The title given will be displayed under the module. In this example, I have use PR Not signed.

Enter the description. The description will be showed on the dashboard. For example, I have taken as PR Not signed.

In Link type field, we will select the query.

In Application field, we will select the required application. For example, I have selected X3 ERP.

In Endpoint field, we will select the working folder.

In Query Name field, we will write the query code which we created in the Query tool.

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In module field, we will select the required module. Here I have used Purchase module.

In categories field, we will select the required category. Here I have used Purchase requests.

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After entering all the details, click on the Action button and then click on Save.

To create a new page for dashboard, Go to landing page Step 3: Click on the “+ New…” button on the landing page in Sage X3. word-image Step 4: After clicking on New button, the following screen pops up and we will fill the details as per our requirement. I am going to use the word “Dashboards” and then I will click OK. word-image Step 5: Now I will add the query tool to the dashboard by clicking on the “Queries” icon to use the query I created earlier. word-image Step 6: After clicking on “Queries” the following screen will be open and the Query tool is added under Purchase module and follow the below path to get the gadget. word-image Step 7: Click “Ok “and the below dashboard will be displayed on the Landing pages in Sage X3. word-image By using the above steps, we can add the query tool to the dashboard on the landing pages to view easily whenever we login into Sage X3.

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