Versions Compared

Old Version 1

changes.mady.by.user Former user

Saved on

compared with

New Version 2

changes.mady.by.user Stonebranch

Saved on

Key

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

...

Visibility

Icon

Description

User

Image RemovedImage Added

Dashboards visible to a specific user will be designated with an icon depicting one user.

Group

Image RemovedImage Added

Dashboards visible to a specific group will be designated with an icon depicting two users.

Everyone

Image RemovedImage Added

Dashboards visible to all users will be designated with an icon depicting four users.

...

For dashboard create authorization, see Dashboard Details#Dashboard Security.

To create a dashboard:

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.
 
Image RemovedImage Added
 
For dashboard Create authorization, see Dashboard Details#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:
 

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.
 

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.
 

 
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 Dashboard Details#Setting Setting Order of Dashboard Tabs, below.)

Anchor
Edit a Dashboard
Edit a Dashboard
Editing a Dashboard

...

Step 1

Access the Dashboards page.

Step 2

At the bottom of the page, click the tab for the dashboard that you want to edit. That dashboard then displays.

Step 3

From the Customize drop-down list in the bottom right corner of the page, click Edit. The Column Properties header displays above each column of Widgets.
 
To display the Widget Picker list of Widgets that you can add to the dashboard, click the Show Widget Picker button at the bottom of the page.
 
For dashboard Edit authorization, see Dashboard Details#Dashboard Security.

Step 4

Add, relocate, or remove any columns and/or Widgets from the dashboard (see Dashboard Details#Creating Creating a Dashboard for details.)
 
If you remove a column from a Dashboard, all Widgets in that column also are removed; they are not relocated to another column.

Step 5

Click the Save button.

...

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.
 

 
For dashboard Copy authorization, see Dashboard Details#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

Display the dashboard that you want to rename.

Step 3

From the Customize drop-down list in the bottom right corner of the page, click Edit.
 
For dashboard Edit authorization, see Dashboard Details#Dashboard Security.

Step 4

Double-click the name of the dashboard in the tab along the bottom of the Dashboards page to highlight the name.

Step 5

Enter a new name for the dashboard and click Save.

...

Step 1

Access the Dashboards page.

Step 2

Display the dashboard that you want to delete.

Step 3

From the Customize drop-down list at the bottom right corner of the dashboard, click Delete.
 
For dashboard Delete authorization, see Dashboard Details#Dashboard Security.

Step 4

On the confirmation pop-up that displays, click Yes. The dashboard is deleted.

...

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.
 

Step 3

To change the visibility of a dashboard, double-click the Dashboard Details#Visible 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 Dashboard Details#Visible 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:
 



Step 7

Click Submit to submit your visibility changes.

...

  • You can edit the show/hide customization for any available dashboard except the your home dashboard, which will always display as Show.
     

    Note
    titleNote

    While modifying the Dashboard Details#Visible Visible To and Dashboard Details#Visible Visible By Default options requires dashboard update permission, modifying the show/hide customization does not, as the show/hide customization data is owned by the user.

  • For any dashboard with Me visibility, clicking the Show/Hide column displays a drop-down list with Show and Hide options (Show is the default).
  • For any dashboard with group visibility or Everyone visibility, clicking the Show/Hide column displays a drop-down list with Show, Hide and blank options (blank is the default).
    • Show indicates the dashboard should be shown regardless of the Visible By Default configuration.
    • Hide indicates the dashboard should be hidden regardless of the Visible By Default configuration.
    • Blank indicates the dashboard should be displayed based on the Visible By Default configuration. If the dashboard is the your default dashboard, the blank option is not available, and the Show/Hide value will default to Show.
  • If the dashboard is the your default dashboard, changing the Show/Hide value from Show to Hide will clear the default dashboard designation.

...