Manage your dashboards.
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Open a dashboard to review how users view that dashboard's content.
Opening a dashboard loads the Display-type Screen 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 menu is not affected when opening a dashboard.
The Dynamic UI package must be installed to open a dashboard to review how users view that dashboard's content.
Follow these steps to open a dashboard to review it:
View all dashboards in your organization. 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.
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.
View all the dashboards in your organization.
Follow these steps to view all the dashboards in your organization:
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.
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
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.
View all dashboards in your organization. The Dashboards tab displays:
Click the +Dashboard button. The Create Configuration Dashboard screen displays.
The must be installed to view all in your organization.
Ensure that you are to ProcessMaker Platform.
Click the Customize UI iconfrom the left menu. The Customize UI page displays and shows the Site Design tab by default.
Click the +Dashboard button. See .
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.
See the permissions or ask your Administrator for assistance.
Click the Edit icon. See .
Click the Delete icon. See .
, including how to sort columns or how many items display per page.
Delete a dashboard that your business stakeholders no longer use.
The Dynamic UI package must be installed to delete a dashboard in your organization.
Your user account must have the Make this user a Super Admin setting selected to delete a dashboard that you did not create.
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 Delete iconfor the dashboard to delete. The Caution screen displays to confirm the deletion of the dashboard.