I am being asked a few times a week for the steps to bundle custom Welcome Page widgets and tabs, which I will take as a good sign that more and more people are taking advantage on the new dashboarding options in SalesLogix 7.5.3+.
Fortunately, the steps are really straight forward since both the widgets and the tabs are being stored in the plugin table.
Here are the steps for bundling a custom Welcome Page tab (Note, the same steps can be used to bundle a custom widget too)
In the SalesLogix web client create a custom Welcome Page tab called
Open Application Architect - Bundle Model - Right
click and Create New Manifest
Action tab - Insert Record - Table Name = Plugin
SQL tab - Check Generate New ID's on Install
Now we will query specific plugin - Select Query
NAME = Forecast Info AND TYPE = 36 OR Type = 35 *(Dashboard plugins are Plugin.Types 35 (widget)
and 36 (tab)
Preview the Records (Records tab), highlight
"Forecast Info" and select OK.