Dashboards
Stores dashboard configuration and component layout details. This table supports personalized workspace views, KPI visualization, and user productivity optimization.
Columns
| Name | Type | ReadOnly | Description |
| Acl_Team_Names | String | True |
A system-managed list of team names that are associated with the dashboard. This field enforces visibility and access permissions. |
| Acl_Team_Set_Id | String | False |
The identifier (Id) of the team set that grants shared access to the dashboard. Team sets allow multiple teams to jointly own and manage the dashboard record. |
| Assigned_User_Id | String | False |
The Id of the user who is assigned ownership of the dashboard. This field is used for access control and organizational assignment. |
| Assigned_User_Name | String | True |
The display name of the user who is assigned ownership of the dashboard. |
| Created_By | String | True |
The Id of the user who created the dashboard record. This field supports audit tracking and accountability. |
| Created_By_Name | String | True |
The display name of the user who created the dashboard record. |
| Dashboard_Module | String | False |
The module context to which the dashboard is tied (for example, 'Accounts', 'Cases', or 'Opportunities'). This value determines where the dashboard appears within the SugarCRM interface. |
| Date_Entered | Datetime | True |
The date and time when the dashboard record was created. |
| Date_Modified | Datetime | True |
The date and time when the dashboard record was last modified. |
| Default_Dashboard | Bool | False |
A Boolean field that returns a value of 'true' when the dashboard is designated as the default dashboard for the assigned module or user role. It returns a value of 'false' when the dashboard is not the default selection. |
| Deleted | Bool | False |
A Boolean field that returns a value of 'true' when the dashboard record is marked for deletion. It returns a value of 'false' when the record remains active. This field supports soft-delete workflows and historical recovery. |
| Description | String | False |
A free-form description that provides details regarding the purpose, contents, or intended usage of the dashboard. |
| Following | Bool | False |
A Boolean field that returns a value of 'true' when the current user is following the dashboard to receive activity or change notifications. It returns a value of 'false' when the dashboard is not being followed. |
| Id [KEY] | String | True |
The unique Id for the dashboard record. |
| Locked_Fields | String | True |
A list of fields that are restricted from modification based on administrative configuration or role-based permissions. |
| Metadata | String | False |
A serialized configuration structure that defines the layout, components, filters, and visual elements of the dashboard. This metadata controls how dashboard components are arranged and displayed to the user. |
| Modified_By_Name | String | True |
The display name of the user who last modified the dashboard record. |
| Modified_User_Id | String | True |
The Id of the user who last modified the dashboard record. This field supports change tracking and audit accountability. |
| My_Favorite | Bool | False |
A Boolean field that returns a value of 'true' when the dashboard is marked as a favorite for quick access. It returns a value of 'false' when the dashboard is not marked as a favorite. |
| Name | String | False |
The user-defined name of the dashboard. This value appears in dashboard selectors and module user interfaces. |
| Sync_Key | String | True |
A synchronization key that supports integration and cross-instance record matching when dashboards are transferred between Sugar environments. |
| Team_Count | String | False |
The number of teams that have access to the dashboard record. This field supports reporting and administrative visibility validation. |
| Team_Id | String | False |
The Id of the primary team that is associated with the dashboard. The primary team defines baseline access permissions. |
| Team_Name | String | False |
The display name of the primary team that is associated with the dashboard. |
| Team_Set_Id | String | False |
The Id of the team set that grants multi-team shared access to the dashboard record. |
| View_Name | String | False |
The internal name of the dashboard view layout that is used for rendering. This field determines the UI container where the dashboard appears. |