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In order to allow me to focus on Consulting (click here) and Courses (click here), I continue to review all posts here in the Forums, but, in general, I'm only personally responding to posts that I mark as #AcumaticaTnT (click here). For Questions (click here), others may respond, or you can post over at Community.Acumatica.com (click here).
Sincerely,
Tim Rodman

#AcumaticaTnT Company Wiki Dashboard

Everything Else
Last Post by Cerese Carlstrom 3 weeks ago
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Tim Rodman
Posts: 2957
 Tim Rodman
Admin
Topic starter
October 24, 2019 8:49 pm
(@timrodman)
Member
Joined: 7 years ago

If you haven't used Wikis yet in Acumatica, I definitely recommend checking it out.

Acumatica Wikis behave like other Wikis you might be familiar with: SharePoint Wikis, Wikipedia, etc.

The entire Help in Acumatica is made using Acumatica Wikis. That means you can modify anything in the Help which is pretty cool.

But the purpose of this Discussion Topic is to jot down some notes about creating a Company Wiki Dashboard with instructions for the Acumatica users in your company.

The goal is to have all users land on a Company Wiki Dashboard when they login to Acumatica. That Dashboard will have a bunch of cool things for them regarding Acumatica.

Let's get started.

 

1. Use the Wiki (SM202005) screen to create your own library of Wiki Articles. Personally, I wish this screen was called "Wiki Library" instead of just "Wiki", but it's not unfortunately.

Note the Sequence field highlighted in the first screenshot above. By setting it to 1, your Wiki Library will appear on the top when you click ? -> Acumatica Educational Resources.

 

2. To create your first Wiki Article, click on the Company Wiki box in the screenshot above and then click the + button to create a new Wiki Article:

 

3. Make sure you change the Parent Folder, uncheck the Hold checkbox, and then you can type up your Wiki Article using fancy formatting (including pictures):

 

4. Now we're ready to put our Wiki Article on a Dashboard. First we need to create a Dashboard using the Dashboards (SM208600) screen.

 

5. Next, we need to make our Company Wiki Dashboard appear by default in the Dashboards Workspace by default using ... -> Edit Menu and checking of the Dashboard to appear on the Quick Menu:

 

6. Next, I want the Dashboard to be the first thing listed on the menu, so we create a new Category called My Company Stuff using MENU SETTINGS -> ADD CATEGORY and drag the Category into the first position.

 

7. Then we put our Dashboard into the new My Company Stuff category that we just created:

 

8. Things are looking a lot better with My Company Dashboard listed first on the Dashboards Workspace, but we also want the Dashboards Workspace to be listed first. Right now it's not.

 

9. Fix that by clicking the three dots and dragging the Dashboards Workspace all the way to the top:

 

10. Now our Company Wiki Dashboard is the first thing listed on the Acumatica menu, but we still need to add something to it so click into the it:

 

11. We can use DESIGN, then add a new widget, then Wiki Page, then set the Wiki Article to "Main Article".

 

12. Voila, a beautiful landing page inside Acumatica that can contain all sorts of useful information, pictures, and links to other resources like training videos:

 

13. For the final touch, use the Users (SM201010) screen to make Company Wiki Dashboard the Home Page for every user so it's the first thing they see when they login to Acumatica:

11 Replies
Paul
Posts: 18
 Paul
January 23, 2020 1:10 pm
(@pmccormack)
Member
Joined: 3 years ago

Tim, 
 Thanks for tutorial. The last step (setting the home page for everyone) doesn't seem to work on 2019 R2, not even for the administrator. I've cleared the user profile home page settings to allow the global default to show to no avail. 

I've used a non-admin user and the dashboard wiki page does display for the user but not as a default home screen.  
If I figure something out I'll update my post.

Reply
Paul
 Paul
(@pmccormack)
Joined: 3 years ago

Member
Posts: 18
January 23, 2020 2:19 pm
Reply toPaulPaul

The correct place to set the global homepage setting is on the Site Preferences screen (SM200505). I don't know why I didn't think of that immediately.

Reply
Carl Brooks
Posts: 121
 Carl Brooks
January 23, 2020 8:51 pm
(@kingcarlos)
Member
Joined: 3 years ago

Hi Tim,

I am a big fan of the Wiki, below is an article on adding videos to wiki pages 

http://myobexo.custhelp.com/app/answers/detail/a_id/39336/kw/39336/session/L3RpbWUvMTU3OTgzMDEwMC9zaWQvY240bWNHem8%3D

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Tim Rodman
Posts: 2957
 Tim Rodman
Admin
Topic starter
February 8, 2020 7:25 pm
(@timrodman)
Member
Joined: 7 years ago

Hey @spoonymac, sorry, I meant set the homepage for each user individually. I didn't realize that the Site Preferences field was a global default, I thought it was only a default for new users. Thanks for sharing that trick.

Thanks @carl-brooks for the trick about embedding videos. If more companies took the time to record training videos and embed them in Acumatica Wikis, it would be like an insruance policy on their Acumatica investment. Good training material is essential to keeping people using Acumatica correctly.

Reply
Jeff Beck
Posts: 21
 Jeff Beck
September 25, 2020 7:08 pm
(@jbeck)
Member
Joined: 2 years ago

Tim, 

With 2020 not allowing you to switch back to the older UI, how do you update the images for wiki articles? You use to be able to find and access them for editing much easier. 

This comes into play with the default dashboard flows.

2019
2019 1
Reply
Tim Rodman
Posts: 2957
 Tim Rodman
Admin
Topic starter
December 15, 2020 10:58 pm
(@timrodman)
Member
Joined: 7 years ago

Hi @jbeck,

 

I just did this in Acumatica 2020 R2 (20.204.0032). See if this works for you.

 

1. On the Wikis (SM202025) screen, filter on Name to find the Wiki Article and click the VIEW button.

 

2. Click the Edit Current Article button like in your screenshot:

image
Reply
Jeff Beck
Posts: 21
 Jeff Beck
December 17, 2020 7:35 pm
(@jbeck)
Member
Joined: 2 years ago

Tim,

Thank you for that! I think the real kicker for me was that I needed to remove some of the filters (Un-checking "Me" and changing status to "Published") to get the list to populate first. 

image
Reply
Tim Rodman reacted
Carlos Zarinan
Posts: 9
 Carlos Zarinan
March 24, 2021 6:56 pm
(@czarinan)
Member
Joined: 3 years ago

@timrodman

I started with wikis, So I followed your instructions, and on step 2 nothing happen after clicking on the My Company Wiki library. I went to check on the Wiki Site Map screen and my Wiki is not listed. Do you have any recommendations to troubleshoot this? Thank you 

Reply
Cerese Carlstrom
 Cerese Carlstrom
(@ccarlstrom)
Joined: 3 years ago

Member
Posts: 4
January 9, 2023 12:25 pm
Reply toCarlos ZarinanCarlos Zarinan

@czarinan I am having this same issue.  Did you ever find the solution?

Reply
Michael Triffon
Posts: 22
 Michael Triffon
April 22, 2021 11:40 pm
(@michaeltriffon)
Member
Joined: 3 years ago

I've been trying to figure out how to export the flow dashboards from my demo instance for an hour. Whats the easy way to do this?

Reply
Tim Rodman
Posts: 2957
 Tim Rodman
Admin
Topic starter
May 16, 2021 1:39 am
(@timrodman)
Member
Joined: 7 years ago

Hey @michaeltriffon,

Hopefully this is what you're looking for:

Reply
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