List, SData, and third-party gadgets can send or receive data from other gadgets. In other words, they can set the filter or be filtered by other gadgets.Record summary gadgets can only be receivers. A gadget can have many concurrent links with other dashboard gadgets.

The following examples show how this can be set up in practice.

Example 1: Sending data from a Company List gadget to Case List, Opportunity List, and Company Record Summary gadgets

Links can be set up from a company gadget to a case list gadget, an opportunity list gadget, and a company record summary gadget.

Gadget linking dialog

When the user scrolls through the list of companies, the opportunity and case list gadgets, and the company summary gadget are all filtered by the selected company.

Gadget linking between one sender (My Companies list) and multiple receivers (My Opportunities list, My Cases list, and Company Summary gadget)

In the example described above, the company list gadget is the sender, and the other gadgets are the receivers. This relationship should not be confused with parent and child record relationships. An opportunity list could just as easily be the sender and a company list a receiver. Scrolling on the opportunity list would then filter the company list.

Example 2: Sending data from two different Opportunity List gadgets to one Opportunity Summary gadget

Links can be set up from an opportunity summary gadget (Opportunity Summary), to an opportunity list gadget for an individual user (My Opportunities), and to an opportunity list gadget for a team (Team Opportunities).

Gadget linking dialog

When the user scrolls through their own list of opportunities, the summary gadget shows the details of each of their own opportunities. Click over to the list of team opportunities and scroll through - the summary gadget show the details of each of the team's opportunities.

Gadget linking between one receiver (Opportunity Summary gadget) and multiple senders (My Opportunities list, Team Opportunities list gadget)

In the example described above, both opportunity list gadgets are senders, and the summary gadget is the receiver. This can save you space on your dashboard, as you can easily toggle the view on a single receiver gadget between the two sender gadgets.

Example 3: Linking SData List and SData Record Summary gadgets

Links can be set up from an SData List gadget (Quotes List - using quot_orderquotid), to another SData List gadget (Quote Items - using quit_orderquoteid) , and from each of those list gadgets to their corresponding SData Summary gadgets (Quote Summary and Quote Items Summary - again using quot_orderquotid and quit_orderquoteid respectively) .

Gadget linking dialog on SData Quotes List

Link Information dialog on SData Quotes List to SData Quote Items List

When the user scrolls through the list of quotes, the quote items gadget shows the line items relating to the quote, and the quote summary gadget shows the details of the quote. Click over to the list of quote items and scroll through - the quote items summary gadget show the details of the selected line item.

Gadget linking between SData Lists and SData Record Summary gadgets (Quotes and Quote Items)

In the example described above, Sage CRM SData feeds are used. Links using feeds from SData-compliant ERP systems are set up in the same way - for example, a list of Accounts linking to multiple gadgets showing orders, invoices, revenue, and revenue per financial period.