Some implementations manage fast-paced processes that bring fresh data to CRM every minute (for example, busy call center). Dashboards in these scenarios can be very useful, however they will age very quickly and potentially display obsolete information. While it is probably not an issue for the most end-users who drive CRM interface as part of their jobs, some users, like managers, may find that they need to refresh the display on a regular basis to get up-to-date information. If this is the case, add a small html resource to your dashboard that refreshes the parent dashboard every few minutes.
Step 1. Create and publish HTML resource with the following content
EDIT: <title /> just does not work, browsers (yes, plural) fail to interpret and execute script that follows. Replaced it with <title></title>. I have no clue what kind of HTML sorcery is this, really. g.d.
Step 2. Add this HTML resource to the dashboard you’d like to refresh
Step 3. Publish
Naturally, time displaying part of the code is optional, all that is required is setTimeout line. If you already have HTML web resource as part of the dashboard then you can simply add the <script> block in the page header.This tip is from our guest contributor Lyfe Langmead