Dashboard

Introduction

The Axon Ivy Portal Dashboard is your central workspace and the first page you see after successful login. It provides an at-a-glance view of your work with customizable widgets showing tasks, cases, processes, and statistics.

Accessing Your Dashboard:

• Click Dashboard in the Portal navigation menu

• Click the logo image at the top left of the header

Available Widgets

The dashboard contains a set of widgets you can arrange and configure to match your workflow. Your company may have defined standard layouts and available widgets.

Widget	Purpose
Task List	Display and manage tasks assigned to you or your roles
Case List	Track and monitor case progress and details
Process List	Access and start available processes
Process Viewer	Visual representation of process flows
Statistic Chart	Graphical display of client statistical data
Welcome	Personalized greeting based on local time
News Feed	Display relevant information and announcements
External Page	Embed external webpages in your dashboard
Notifications	View all notifications based on your settings
Custom Widgets	Project-specific widgets provided by developers

Standard Widget Features

Task List, Case List, and Process List (compact mode) widgets share these standard features:

• Saved filters and filter options: Customize what data you see

  

• Widget information: Access additional details and settings

  

Customizing Your Dashboard

Important

Required Permissions: Only users with the 🔑DashboardWriteOwn or 🔑DashboardWritePublic permission can see and access the Dashboard Configuration menu item in the user menu. These permissions allow you to add, edit, reorder, show, and hide private or public dashboards.

If you have the required permissions, you can personalize your dashboard layout by:

1. Accessing Dashboard Configuration from the user menu to enter configuration mode.

In configuration mode, you can:

• Move widgets: Drag and drop widgets to new positions (helper lines assist placement)

• Edit widgets: Click Edit to open the configuration panel

• Delete widgets: Remove widgets you don’t need

• Add new widgets: Use the wizard to create and add new widgets

• Reset dashboard: Undo all changes and return to the standard layout

• Resize columns: Adjust column widths in Task List/Case List widgets by dragging gridlines

Add a new widget

To add a widget to your dashboard:

1. Enter configuration mode of your desired dashboard.

2. Click the + Add widget button

3. A widget selection dialog appears showing all available widgets with their names and descriptions

4. Select the widget type you want to add

A configuration wizard will guide you through setting up your chosen widget. After completing the setup, click the save icon to add the new widget to your dashboard.

Widget Details

The following sections describe each widget type and its configuration options in detail.

Task list widget

Adding a task list widget will give you total flexibility about what you want to see and how.

On the widget configuration panel, you can define the widget name, enable the quick search function, show or hide the widget information and fullscreen mode icons, manage columns and filters, edit the default sort order of the table columns by clicking on the column headers.

Filters panel

By clicking on the Filter button, you can configure the complex filter for your widget and get a preview of it by clicking on the Apply button. Please refer to Complex Filter for more details.

Important

Filter tasks by current case owner filter is hidden by default. To make it visible, you need to set the Portal.Cases.EnableOwner setting to true in the Admin Settings.

Column Management

By clicking on the Manage Columns button at the top right of the configuration panel. You get the following dialog:

In the column management dialog, you find two sections to configure the table columns:

1. Add field section: add any available fields to your widget table

2. Columns section: configure the widget table itself as follows:

   • Enable visibility

   • Enable the quick search by selecting the quick search checkbox

   • Reorder the columns by drag and drop using the arrows

   • Remove columns

Important

Quick search feature is supporting these fields:

1. Standard fields: Id, name, description, category, responsible (display name), and application.

2. Task custom fields: fields that have type STRING or TEXT.

3. Case custom fields: fields that have type STRING or TEXT.

4. Business case custom fields: fields that have type STRING or TEXT.

Quick search is enabled for the standard field name and description by default.

Portal supports to display custom case fields and business custom case within the task list.

Excel export

In view mode, you can export all data of the task widget by clicking on the link Export to Excel at the bottom left corner of the widget information panel.

If the number of exported tasks exceeds the maximum row number of the Excel file, Portal will separate data into multiple Excel files and put them into a single zip file.

Quick search

In view mode, when quick search is enabled, a text box will appear to allow you to search.

Important

1. You can define the scope of the quick search feature in the configuration panel.

2. The result of the quick search function may be affected if you apply a complex filter on the widget.

Adjust column width

In edit mode, you can adjust the width of each column directly within the widget table.

You may also notice gridlines on the table which implemented by Portal to help you adjust the column widths more efficiently.

Important

If the total width of the columns is less than the widget’s width, the Portal will automatically adjust the column widths to match the widget’s width.

Case list widget

Adding a case list widget will give you total flexibility about what you want to see and how.

On the widget configuration panel, you can define the widget name, enable the quick search function, show or hide the widget information and fullscreen mode icons, manage columns and filters, edit the default sort order of the table columns by clicking on the column headers.

Filters panel

By clicking on the Filter button, you can configure the complex filter for your widget and get a preview of it by clicking on the Apply button. Please refer to Complex Filter for more details.

Column Management

By clicking on the Manage Columns button at the top right of the configuration panel. You get the following dialog:

In the column management dialog, you find two sections to configure the table columns:

1. Add field section: add any available field to your widget table

2. Columns section: configure the widget table itself as follows:

   • Enable visibility

   • Enable quick search by selecting the quick search checkbox

   • Reorder the columns by drag and drop using the arrows

   • Remove columns

Important

Quick search feature is supporting these fields:

1. Standard fields: Id, name, description, category, creator (display name), and application.

2. Custom fields: fields that have type STRING or TEXT.

Quick search is enabled for the standard field name and description by default.

Excel export

In view mode, you can export all data of the case widget by clicking on the link Export to Excel at the end of the widget information panel.

If the number of exported cases exceeds the maximum row number of the Excel file, Portal will separate data into multiple Excel files and put them into a single zip file.

Quick search

In view mode, when quick search is enabled, a text box will appear to allow you to search.

Important

1. You can define the scope of the quick search feature in the configuration panel.

2. The result of the quick search function may be affected if you apply a complex filter on the widget.

Adjust column width

In edit mode, you can adjust the width of each column directly within the widget table.

You may also notice gridlines on the table which implemented by Portal to help you adjust the column widths more efficiently.

Important

If the total width of the columns is less than the widget’s width, the Portal will automatically adjust the column widths to match the widget’s width.

Process list widget

There are four process widget modes available:

• Combined mode

• Compact mode

• Full mode

• Image mode

In the widget configuration, you can choose the display mode, show or hide widget information and fullscreen mode icons.

Combined mode

This widget displays the selected process start and all related cases and tasks combined in one single widget. This widget configuration will help you find tasks specifically to a particular process:

Compact mode

This widget displays a list of all selected process starts. You can sort your processes by index, alphabetical order, most used or custom order. You can change your custom order by drag and drop the processes and enable quick search by selecting the quick search checkbox.

In view mode, when quick search function is enabled, a text box will appear to allow you to search.

Important

• Quick search function can only be used when process widget mode is Compact Mode.

• Quick search function supports searching by process name.

Full mode

You can create a widget with a card layout including an icon for a single process.

Image mode

You can create a widget with a card layout, including a nice picture for a single process.

Process viewer widget

You can define the widget name and process to be displayed.

• Configuration of a process viewer widget:

  

• This is sample output of the widget configured above:

  

Statistic chart widget

Portal has deprecated the legacy statistic chart widget and now offers a wide range of new standard statistical charts. For more information, please refer to the Statistic Chart section.

Welcome widget

You can define a welcome widget with background images for both light and dark mode and a welcome text.

News feed widget

You can define a news feed widget to display all news entries to the user

• Configuration of the news feed widget:

  

• This is sample output of the widget configured above:

  

Manage news feed content

Note

Grant permission 🔑NewsManagement to allow a user to manage the content of the news feed.

If the user has permission, then the user can:

• Add news message: add a new entry for the news feed by clicking Add News button.

• Edit news message: edit an existing entry for the list by clicking on the icon in the lower right corner of each entry.

• Delete news message: delete entry directly from the list, by clicking on the icon in the lower right corner of each entry.

The Manage News dialog.

In manage news, the user can:

1. Create one entry in multiple languages. When creating the entry, the user can switch between the available languages with a click on the tab view header.

2. Translate the title by clicking on the input label. Translate the content by clicking on the icon. To enable the translation, please prefer to HowTo: Enable the Translation Service

3. Choose an icon for the news by clicking directly on the icon, the Icon browser browser will be shown.

4. Define the news title. Its length is limited to 200 characters.

5. Provide news content, i.e., the main information for the news feed. The content is limited to a maximum of 1,000 characters.

After setting up everything, simply click on the Share this dashboard link at the bottom of your dashboard to share it with colleagues.

External page widget

You enter an URL to embed an external webpage into the Portal dashboard.

Notifications widget

You can define a Notifications widget to display all Notifications based on your notification settings.

• This is the sample output of the widget configured above:

Navigation dashboard widget

You can configure a navigation dashboard widget that lets users quickly access a target dashboard with a click.

• This is the sample output of the widget configured above:

Important

• If the user does not have the permission to access the dashboard, the button is disabled.

Clone a widget

Clone a widget from existing dashboard

When editing a dashboard, you can clone a widget from another dashboard by opening the Add a widget dialog by press on the + Add widget button.

Once the dialog opens, click the Clone widget button at the top.

This will open the Clone widget from dialog. Select the dashboard that contains the widget you want to clone, then choose the specific widget.

After selecting the widget, click the Clone button to add it to the current dashboard.

Clone a widget to another dashboard

The Portal provides another convenient way to clone widgets between dashboards. To clone a specific widget, click the Copy icon on the widget header.

For certain widget types, such as the Welcome widget, you can find the Clone option in the context menu.

After selecting the Clone option, the Clone widget dialog will appear. Choose the target dashboard where you want to copy the widget, then click the Clone button to complete the process.