Versions Compared

Old Version 2

changes.mady.by.user Stonebranch

Saved on

compared with

New Version 3

changes.mady.by.user Stonebranch

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Step 1

Access the Dashboards page.

Step 2

From the Customize drop-down list at the bottom of the page, click New. The New Dashboard pop-up dialog displays.
 

 
For dashboard Create authorization, see Dashboard Security.

Step 3

Enter a Name for the new dashboard and a Visible To designation (default is Me).

  • With the ops_dashboard_global role, you can additionally choose Everyone as a Visible To designation.
  • With the ops_dashboard_group role, you can additionally choose any group in which you are a member as a Visible To designation.

The Name must be unique within the selected Visible To designation.

Step 4

Click OK. An empty Dashboard page displays.
 
To the left of the dashboard, a Widget Picker list of all Widgets displays.
 
Image RemovedImage Added

Step 5

By default, a new dashboard provides two columns, into which you can add any number of Widgets.
 
Drag and drop Widgets from the Select a Widget... list on the left side of the page into either column. The Widgets are arranged vertically in that column.
 
To see what the dashboard will look like without the Widget Picker, click the Hide Widget Picker button at the bottom of the dashboard. The Hide Widget Picker button is replaced by a Show Widget Picker button, which you can click to re-display the Widget Picker.
 
For example:
 
Image RemovedImage Added

Step 6

To display a call-out of current data for any section of a Widget, hover your cursor over that section. The call-out identifies:

For Composite Widgets, the call-out identifies the statuses included in each of its Activity Widgets.
 
Image RemovedImage Added

Step 7

If you want to arrange your Widgets into more columns, click the Column Properties drop-down list above any column and then click Add Column.
 
Image RemovedImage Added
 
After you have dropped a Widget into a column, you can drag and drop it to another location in the column or to another column.
 
You also can drag and drop each column into a new location by clicking the column header.

Step 8

If you decide that you do not want a selected Widget in the dashboard, click the x icon in the top right corner of the Widget to remove it.

Step 9

If you want to add some space between Widgets in a column, drag and drop the Spacer Widget from the list.

Step 10

Click the Save button to save the dashboard and display it on the Dashboards page. A tab for that dashboard also displays at the bottom of the Dashboards page.
 
(See Setting Order of Dashboard Tabs, below.)

...

Step 1

Access the Dashboards page.

Step 2

Display the dashboard that you want to copy.

Step 3

From the Customize drop-down list at the bottom right corner of the dashboard, click Copy. The Copy Dashboard pop-up dialog displays.
 
Image RemovedImage Added
 
For dashboard Copy authorization, see Dashboard Security.

Step 4

Enter a Name for the copy of the dashboard and a Visible To designation (default is Me).

  • With the ops_dashboard_global role, you can additionally choose Everyone as a Visible To designation.
  • With the ops_dashboard_group role, you can additionally choose any group in which you are a member as a Visible To designation.

The Name must be unique within the selected Visible To designation.

Step 5

Click OK. The copy of the dashboard displays, and a tab for that copied dashboard displays at the bottom of the page.

...

Step 1

Access the Dashboards page.

Step 2

From the Customize drop-down list at the bottom right corner of the dashboard, click Visibility.... The Dashboard Visibility pop-up dialog displays a list of all dashboards that are available to you, in tab order, followed by hidden dashboards.
 
Your default dashboard is underlined and italicized.
 
Image RemovedImage Added

Step 3

To change the visibility of a dashboard, double-click the Visible To column for that dashboard and select Me, Everyone, or any Group of which you are a member.

Step 4

To select whether or not a dashboard is visible by default, double-click the Visible By Default column for that dashboard and select Yes or No.

Step 5

To specify show/hide settings for a dashboard, double-click the Show/Hide column for that dashboard and select Show or Hide.

Step 6

Check Reset Visibility if you want to reset your show/hide customizations, default dashboard, and tab order. You will be prompted with the following confirmation when you submit your changes:
 

Image RemovedImage Added


Step 7

Click Submit to submit your visibility changes.

...