Create a Dashboard

Create a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.

Create a Dashboard

Package Required

The Dynamic UI package must be installed to create a dashboard.

Design a Screen to Contain Your Dashboard

Prior to creating a dashboard, ensure that the following ProcessMaker Platform assets exist for this dashboard:

  • A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.

  • While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:

  • Design the Screen as intended to display the dashboard's content.

Follow these steps to create a dashboard:

  1. In the Name setting, enter a unique name for the dashboard. This is a required setting.

  2. From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.

  3. In the Description (optional) setting, enter a description for the dashboard.

  4. Click Save. The following message displays after creating the dashboard: Configuration Dashboard Updated.

pageWhat is a Dashboard?pageView All DashboardspageOpen a DashboardpageEdit a DashboardpageDelete a DashboardpageDashboard Design Best PracticespageConfigure a Custom Home Page and/or a MenupageWhat is a Screen?pageScreen TypespageWhat is a Saved Search?pageWhat is a Collection?pageDynamic UI PackagepageWhat is a Package?

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