Customizate Orocrm Quick Launchpad Dashboard Widget
Denis Saltanakhmedov Avatar

In one of our previous posts we described what a dashboard widget is and how to add a custom widget to an OroCRM dashboard. OroCRM has many native widgets with different useful functions, and one of the favorite ones is a Quick Launchpad.

After installing OroCRM, we have the widget on the dashboard that has links to few pages: Accounts, Leads, Contacts, Opportunities, and System configuration. We can add, collapse, delete, and rename the widget from admin but we can’t change the links. Fortunately we can change it in the code, as well as we can add custom links and manage existing links in a separate config file without changing the core files.

Quick Launchpad Screenshot

As you remember, to add a custom dashboard widget we use a special config file dashboard.yml in a config folder of our bundle. Quick Launchpad dashboard widget is also described in dashboard.yml – but the widget is integral, so we do not have a separate dashboard.yml file with config for our Quick Launchpad widget. For example Accounts bundle (OroCRM 1.*) in dashboard.yml.

oro_dashboard_config:
    widgets:
        quick_launchpad:
            items:
                accounts:
                    label:      orocrm.account.entity_plural_label
                    icon:       suitcase
                    route:      orocrm_account_index
                    acl:        orocrm_account_view
                    position:   10

As we can see – this config is named “quick_launchpad” and has only one config for one link – the link with Accounts label. Other links are described in their own bundles.

Let’s create our own dashboard.yml file in one of our bundles. Important: we have two different ways to make it in OroCRM 1.* and OroCRM 2.* – we need to describe dashboard.yml files for both versions of OroCRM.

For example, we will remove Opportunities and Settings links and will add Magento Customers, Magento Shopping Carts, Magento Orders links.

For OroCRM 1.*
Atwix/Bundle/AtwixTestBundle/Resources/config/dashboard.yml

oro_dashboard_config:
   widgets:
       quick_launchpad:
           items:
               accounts:
                   label:      orocrm.account.entity_plural_label
                   icon:       suitcase
                   route:      orocrm_account_index
                   acl:        orocrm_account_view
                   position:   10
               leads:
                   label:      orocrm.sales.lead.entity_plural_label
                   icon:       phone-sign
                   route:      orocrm_sales_lead_index
                   acl:        orocrm_sales_lead_view
                   position:   20
                   applicable: "@orocrm_sales.provider.enitity_state->isEntityLeadEnabled()"
               contacts:
                   label:      orocrm.contact.entity_plural_label
                   icon:       group
                   route:      orocrm_contact_index
                   acl:        orocrm_contact_view
                   position:   30
               opportunities:
                   label:      orocrm.sales.opportunity.entity_plural_label
                   icon:       usd
                   route:      orocrm_sales_opportunity_index
                   acl:        orocrm_sales_opportunity_view
                   position:   40
                   applicable: false
               settings:
                   label:      oro.dashboard.widgets.quick_launchpad.title
                   icon:       cogs
                   class:      mobile-hide
                   route:      oro_config_configuration_system
                   acl:        oro_config_system
                   position:   50
                   applicable: false
               magento_customer:
                   label:      orocrm.magento.customer.entity_plural_label
                   icon:       plus
                   route:      orocrm_magento_customer_index
                   acl:        orocrm_magento_customer_view
                   position:   50
                   applicable: true
               magento_shopping_carts:
                   label:      orocrm.magento.cart.entity_plural_label
                   icon:       plus
                   class:      mobile-hide
                   route:      orocrm_magento_cart_index
                   acl:        orocrm_magento_cart_view
                   position:  60
                   applicable: true
               magento_orders:
                   label:      orocrm.magento.orderitem.entity_label
                   icon:       plus
                   class:      mobile-hide
                   route:      orocrm_magento_order_index
                   acl:        orocrm_magento_order_view
                   position:   70
                   applicable: true

For OroCRM 2.*
Atwix/Bundle/AtwixTestBundle/Resources/config/oro/dashboards.yml

dashboards:
   widgets:
       quick_launchpad:
           items:
               accounts:
                   label:      oro.account.entity_plural_label
                   icon:       suitcase
                   route:      oro_account_index
                   acl:        oro_account_view
                   position:   10
               leads:
                   label:      oro.sales.lead.entity_plural_label
                   icon:       phone-sign
                   route:      oro_sales_lead_index
                   acl:        oro_sales_lead_view
                   position:   20
                   applicable: "@oro_sales.provider.enitity_state->isEntityLeadEnabled()"
               contacts:
                   label:      oro.contact.entity_plural_label
                   icon:       group
                   route:      oro_contact_index
                   acl:        oro_contact_view
                   position:   30
               opportunities:
                   label:      oro.sales.opportunity.entity_plural_label
                   icon:       usd
                   route:      oro_sales_opportunity_index
                   acl:        oro_sales_opportunity_view
                   position:   40
                   applicable: false
               settings:
                   label:      oro.dashboard.widgets.quick_launchpad.title
                   icon:       cogs
                   class:      mobile-hide
                   route:      oro_config_configuration_system
                   acl:        oro_config_system
                   position:   50
                   applicable: false
               magento_customer:
                   label:      oro.magento.customer.entity_plural_label
                   icon:       plus
                   route:      oro_magento_customer_index
                   acl:        oro_magento_customer_view
                   position:   50
                   applicable: true
               magento_shopping_carts:
                   label:      oro.magento.cart.entity_plural_label
                   icon:       plus
                   class:      mobile-hide
                   route:      oro_magento_cart_index
                   acl:        oro_magento_cart_view
                   position:  60
                   applicable: true
               magento_orders:
                   label:      oro.magento.orderitem.entity_label
                   icon:       plus
                   class:      mobile-hide
                   route:      oro_magento_order_index
                   acl:        oro_magento_order_view
                   position:   70
                   applicable: true

Quick Launchpad Screenshot with Additional Links

To display additional links we added new sections to our dashboards.yml, and to hide some like “settings” we added “applicable: false” to the config of the section. Hiding or showing a parameter can be dynamic – see example in “leads” section.

Customizing the Quick Launchpad dashboard widget is really easy, we can manage it whenever we want, we only need to add few lines to the dashboard.yml file. After changing the dashboard.yml we need to refresh cache to enable new changes.