Dashboard Configuration

Hint

Only users who have the permission 🔑DashboardWriteOwn or 🔑DashboardWritePublic can see and access the Dashboard Configuration user menu item. They can add, edit, reorder, show and hide the private or public dashboards.

Select the Dashboard Configuration user menu item.

The Dashboard Configuration page provides you with private and public dashboard configuration tabs depending on the permissions you hold in the application. The usage will be explained in the HowTo’s further down in this chapter.

Private dashboards configuration

The tab Private dashboards is only available for users who have the permission 🔑DashboardWriteOwn. Here you can add or edit your private dashboards, and reorder all dashboards visible to you.

How to: add private dashboard

1. Select Add New Dashboard button

2. Select one of the available templates to add (see Available dashboard templates).

3. The Create new private dashboard dialog is opened.

4. Enter the mandatory title and the optional description for the private dashboard.

5. Create your private dashboard by selecting Create dashboard.

6. Configure your private dashboard (see: Dashboard).

7. Back on the dashboards list, you see that a new private dashboard has been added.

To set multi languages for the dashboard title, see at Portal Multi Language:

Available dashboard templates

Default Template, Two Task list dashboard template and Accessiblity dashboard template. Please see the image below for more details.

Hint

The list of private dashboards shows only the private dashboards that have been created by you.

How to: import private dashboards

1. Select Add new Dashboard button.

2. Select Import.

3. The Import Private Dashboard dialog is opened.

4. Drag and drop, or click on the Upload one here link to select the JSON file containing the dashboard you want to import.

5. Edit the mandatory title and the optional description for the private dashboard.

6. Import the dashboard by selecting Create Dashboard button.

7. Configuration your private dashboard (see: Dashboard).

8. Back on the dashboard list, you see that a new private dashboard has been added.

Note

Grant permission 🔑DashboardImportOwn to use this feature.

How to: edit private dashboards

The Edit private dashboard section shows your private dashboards. A table of private dashboards is shown with the following information:

1. Dashboard title

2. Dashboard description

3. Actions: click on to get Actions menu for further actions: Edit (name, description), Configuration (see: Dashboards ), Export dashboard, Delete a private dashboard.

You can edit your private dashboards by selecting Edit.

Note

Grant permission 🔑DashboardExportOwn to enable the export function for personal dashboards for a user.

How to: reorder private dashboards

You can rearrange dashboards by dragging and dropping icon.

Note

• Once created, your personal sort order is retained.

• Once you have created a personal sort order, you can rearrange the order, but you cannot delete your personal sort order.

Hint

If you create new dashboards, they are automatically added to the end of your personal sort order.

Public dashboards configuration

Grant permission 🔑DashboardWritePublic to make tab Public dashboards visible for a user. Here you can add, edit, and reorder public dashboards.

How to: add public dashboard

1. Select Add New Dashboard button.

2. Select one of the available templates to add (see Available dashboard templates).

3. The Create new public dashboard dialog is opened.

4. Enter the mandatory title, permissions to see the public dashboard and the optional description for the public dashboard. If the Top Menu Item checkbox is checked, the dashboard appears as a top-level item in the navigation bar. If unchecked, it appears as a sub-item under Dashboard menu item.

5. Create the public dashboard by selecting Create dashboard.

6. Configuration public dashboard (see: Dashboard).

7. Go back to the dashboards list to see that a new public dashboard has been added.

To set multi languages for the dashboard title, see at Portal Multi Language:

Available dashboard templates

Default Template, Two Task list dashboard template and Accessiblity dashboard template.

Hint

Depending on dashboard roles, you might see other public dashboards in the dashboards list.

How to: import public dashboard

1. Select Add New Dashboard button.

2. Select Import.

3. The Import Public Dashboard dialog is opened.

4. Drag and drop, or click on the Upload one here link to select the JSON file containing the dashboard you want to import.

5. Edit the mandatory title, permissions to see the public dashboard and the optional description for the public dashboard. If the Top Menu Item checkbox is checked, the dashboard appears as a top-level item in the navigation bar. If unchecked, it appears as a sub-item under Dashboard menu item.

6. Import the dashboard by selecting Create Dashboard button.

7. Configuration public dashboard (see: Dashboard).

8. Go back to the dashboard list to see that a new public dashboard has been added.

Note

Grant permission 🔑DashboardImportPublic to enable public dashboard import for a user.

How to: edit public dashboards

The Edit public dashboards section shows you the public dashboards. A table of public dashboards is shown with the following information:

1. Dashboard title

2. Dashboard permissions

3. Dashboard description

4. Display as top menu or not

5. Actions: click on to get Actions menu for further actions: Edit (name, description), Configuration (see: Dashboards ), Export dashboard, Share, and Delete a public dashboard.

You can edit public dashboards by selecting Edit.

Note

Grant permission 🔑DashboardExportPublic to enable export of public dashboards for users.

How to: share public dashboards

To generate a public dashboard link, simply click on the Share in the Actions menu of the dashboard.

Note

To share the dashboard without the menu frame, add the parameter openWithoutMenu=true to the URL. However, please be aware that this option is only for embedding purposes. Grant permission 🔑ShareDashboardLink to allow a user to share dashboard links.

How to: reorder public dashboards

You can rearrange dashboards by dragging and dropping icon.