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Customizing the presentation of an object type

Define a personal default presentation using a dashboard to customize the Overview tab related to an object type and hide other tabs, such as the Related reports tab of term objects.

Before you begin

You have been assigned a global role with the Dashboard Customization capability.


  1. Open the overview you want to customize.
  2. In the tab bar, click the More actions menu in the top right corner.
  3. Click Presentation and select a presentation from the list.
    Presentation type Description
    System Default presentations that administrators have predefined.
    Personal Default presentations you have predefined.
  4. Click Customize.
  5. Drag and drop one or more widgets from the right panel into the left area.
    The available widgets are different depending on the object type.
  6. To configure a Container widget, click the Settings icon in the top right.
    You can configure the display options of the container.
    You can also add new vertical containers, copy the content and remove the container.
  7. To configure other widgets, click the Settings icon in the top right then Configure.
    You can configure the content and the display options of the widget.
    You can also refresh the content, copy and remove the widget.
  8. To hide tabs, click the setting icon next to the tab name and select the hide check box.
  9. Click SAVE AS to save as a personal dashboard.
  10. Enter a name and a description then click OK.
    By default, this presentation applies to the overview of this object type.

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