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Difference between revisions of "Working with Dashboards"

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Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Home Pages, and designate different [[Visibility|visibility and sharing rights]] for each one.  
Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different [[Visibility|visibility and sharing rights]] for each one.  


You can also designate any page as a default Home page.
===Create a Dashboard===
You can add a new dashboard in any application. You can determine the [[Users, Teams and Roles]] who have [[Visibility|viewing rights]]. You can create any number of dashboards, and designate different visibility and sharing rights for each one.


==Working with a Home Page==
'''To create a dashboard:'''
 
#Go to the '''Dashboard''' tab
Click the Add Widgets link to add new widgets to the page.
#Click '''[New Dashboard]'''
 
#Specify:
::[[File:\HomePage-AddWidgetLink.jpg]]
#*'''Title -''' The title of the dashboard
 
#*'''Layout -''' Choose a one, two or three column layout
{{:Wrench Icon}}
#* [[Visibility Control]] - Who can view the dashboard
 
===Edit this Page===
The Home Page can be easily customized, to:
*Change the Number of Columns
*Add or Delete Widgets
*Move or Minimize Widgets
 
To Edit this Page:
#Open the Home Page object
#Click the [[Wrench Icon]], select Edit this Page
#Enter a Page Title
#Choose Layout (number of columns)
#Set the [[Visibility Control and Sharing]] options.
#Click the '''[Add]''' button to include more users, roles, or teams with whom to share this Home page.
#Click '''[Save]'''
#Click '''[Save]'''


[[Image:Edithomepage.gif‎|none|thumb]]
===Set a Default Dashboard===
 
#Go to the '''Dashboard''' tab.
===Add a Page===
# In the sidebar, choose a Dashboard.<br>The dashboard name is highlighted, and a down arrow appears.
You can add a new Page to the Home Page in any application.
# Click the down arrow ([[File:DownArrowIcon.png]]).
# Click '''Make this My Default View'''


When you add a new Page to the Home Page, you can determine the [[Users, Teams and Roles]] who have [[Visibility Control and Sharing|viewing rights]] for the new Home Page.
===Edit a Dashboard===
The Dashboard can be easily customized to:
:*Change the Number of Columns
:*Add or Delete Widgets
:*Move or Minimize Widgets


You can create any number of new pages that can serve as a Home page, and designate different visibility and sharing rights for each one. You can also designate any Page as the default Home page.
'''To edit a dashboard:'''
 
#Select the dashboard in the sidebar
To Add a Home Page:
#Click the down arrow next to the dashboard in the sidebar
#Navigate to the application Home Page of interest
#Click '''Edit'''
#Click '''Wrench Icon > Add Page'''
#*Enter a Page Title
#Specify information under the Basic Information section:
#*Choose Layout (number of columns)
#;Page Title:The title of the page
#*Specify [[Visibility Control]]
#;Page Layout:Determine the number of columns. Choose one, two or three column layout
#Specify the [[Visibility Control and Sharing]] rights
#Click '''[Save]'''
#Click '''[Save]'''


===Delete this Page===
===Remove a Dashboard===
Once a Home Page is deleted, it cannot be recovered.
#Select the dashboard in the sidebar
 
#Click the down arrow next to the dashboard in the sidebar
To delete a Home Page:
#Click '''Remove'''.<br>A confirmation dialog appears.
#Navigate to the application Home Page of interest.
#Click '''[OK]'''
#Click '''Wrench Icon > Delete this Page'''
#Click [OK] to continue, or [Cancel] to stop this process
 
[[Image:deletepage.gif|none|thumb]]
 
===Clone this Page===
{{:Clone this Page}}


===Make this My Default Page===
{{Important|<br>Once a dashboard is deleted, it cannot be recovered.}}
Choose the page you want to open by default:
#Navigate to the desired page from the Pages drop-down list.
#Click the Wrench Icon and select Make This My Default Home Page

Latest revision as of 00:40, 15 May 2014

Pages can be customized by title, number of columns, which widgets appear, and who has permission to view and/or change the page. You can create multiple Dashboards, and designate different visibility and sharing rights for each one.

Create a Dashboard

You can add a new dashboard in any application. You can determine the Users, Teams and Roles who have viewing rights. You can create any number of dashboards, and designate different visibility and sharing rights for each one.

To create a dashboard:

  1. Go to the Dashboard tab
  2. Click [New Dashboard]
  3. Specify:
    • Title - The title of the dashboard
    • Layout - Choose a one, two or three column layout
    • Visibility Control - Who can view the dashboard
  4. Click [Save]

Set a Default Dashboard

  1. Go to the Dashboard tab.
  2. In the sidebar, choose a Dashboard.
    The dashboard name is highlighted, and a down arrow appears.
  3. Click the down arrow (DownArrowIcon.png).
  4. Click Make this My Default View

Edit a Dashboard

The Dashboard can be easily customized to:

  • Change the Number of Columns
  • Add or Delete Widgets
  • Move or Minimize Widgets

To edit a dashboard:

  1. Select the dashboard in the sidebar
  2. Click the down arrow next to the dashboard in the sidebar
  3. Click Edit
  4. Click [Save]

Remove a Dashboard

  1. Select the dashboard in the sidebar
  2. Click the down arrow next to the dashboard in the sidebar
  3. Click Remove.
    A confirmation dialog appears.
  4. Click [OK]

Warn.png

Important:
Once a dashboard is deleted, it cannot be recovered.

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