Manage your dashboards.
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View all the dashboards in your organization.
The Dynamic UI package must be installed to view all dashboards in your organization.
Follow these steps to view all the dashboards in your organization:
Ensure that you are logged on to ProcessMaker Platform.
Click the Admin option from the top menu. The Users page displays.
Click the Dashboards tab to displays all dashboards.
The Dashboards tab displays the name of each dashboard under the Name column and provides options to view, edit or delete these dashboards.
Click the +Dashboard button. See Create a Dashboard.
Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:
Screens: Edit Screens
Screens: View Screens
See the Screens permissions or ask your Administrator for assistance.
Control how tabular information displays, including how to sort columns or how many items display per page.
Create a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to create a 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 Business management information (BMI) and key performance indicators (KPI) for intended business stakeholders. Create one or more Saved Searches, and then design Saved Search charts from the Saved Search(es) to provide KPIs that your intended business stakeholders would inform them of business information they would value.
Design content in that Screen that this dashboard's intended audience would find valuable, including but not limited to general information, files to download or preview that this audience uses frequently, and images. Integrate information from a Collection record to provide relevant record data.
Design the Screen as intended to display the dashboard's content.
Follow these steps to create a dashboard:
In the Name setting, enter a unique name for the dashboard. This is a required setting.
From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.
In the Description (optional) setting, enter a description for the dashboard.
Click Save. The following message displays after creating the dashboard: Configuration Dashboard Updated.
Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
Click the Open Dashboard icon. The selected dashboard opens in a new browser window and displays its content as a user would experience it.
Click the Open Screen icon. The Screen opens in a new browser window and displays its content.
Click the Edit icon. See Edit a Dashboard.
Click the Delete icon. See Delete a Dashboard.
View all dashboards in your organization. The Dashboards tab displays:
Click the +Dashboard button. The Create Configuration Dashboard screen displays.
Opening a loads the -type that dashboard uses and then displays its content in a new Web browser window. Review the dashboard's content prior to that dashboard's deployment or during its maintenance.
The top is not affected when opening a dashboard.
The must be installed to open a to review how view that dashboard's content.
. The Dashboards tab displays:
Click the Open Dashboard iconfor the dashboard to view. The dashboard opens in a new Web browser window.
Edit a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.
The Dynamic UI package must be installed to edit a dashboard in your organization.
Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.
Follow these steps to edit a dashboard:
Edit the following information about the dashboard as necessary:
In the Name setting, edit the unique name of the dashboard. This is a required field.
In the Description (optional) setting, edit a description for the dashboard.
Click Save.
Delete a dashboard that your business stakeholders no longer use.
Follow these steps to delete a dashboard:
Click Confirm. The following message displays: The dashboard was deleted.
View all dashboards in your organization. The Dashboards tab displays:
Click the Edit icon for the dashboard to edit. The Update Configuration Dashboard screen displays.
The must be installed to delete a in your organization.
. The Dashboards tab displays:
Click the Delete iconfor the dashboard to delete. The Caution screen displays to confirm the deletion of the dashboard.