While administering dataforms, you can view dataform fields and related items from the Action Center. This information can help you avoid deleting items that are essential, such as triggers and rules, or help you link to a dashboard or Search window where you can manage an item related to the dataform. The following items appear in the Action Center with a badge count to indicate the quantity:
- Workflow Channels
- Email Templates
- Business Rules
- Custom Links
- Lookups
- Field Display Rules
If related items exist, a badge counter indicates the quantity. When you select the item, the corresponding dashboard opens, filtered by the item. For example, when you select Email Templates, the Email Templates dashboard opens for those specifically related templates.
IMPORTANT: If you have a Saved Search set on the dashboard, this will override a badge count filter. If you want to see the badge count filter, you can disable the Saved Search by clicking the Saved Search Options drop-down arrow on the dashboard and then selecting System Default. This temporarily removes the Saved Search. Once you exit the dashboard, the next time you click the Dataform Properties link, the dashboard window will again reflect the Saved Search (until you delete the Saved Search entirely.)
To view the related items:
- Go to System Admin
> Advanced > Dataform Admin.
The Dataform Admin dashboard opens. - Select a dataform.
The Dataform Properties form opens.
- In the Action Center, select an item with a badge count, such as Email Templates.
- The dashboard for that item opens, with a filtered list specific to the selected dataform.
Our example shows that an Email Template named DocuSign is related to the Client Master dataform.
