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Visibility | Icon | Description |
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User | Dashboards visible to a specific user will be designated with an icon depicting one user. | |
Group | Dashboards visible to a specific group(s) will be designated with an icon depicting two users. | |
Everyone | Dashboards visible to all users will be designated with an icon depicting four three users. |
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Step 1 | Access the Dashboards page. | ||
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Step 2 | From the Customize drop-down list at the bottom of the page, click New. The New Dashboard pop-up dialog displays. | ||
Step 3 | Enter a Name for the new dashboard and a Visible To designation (default is Me).:
The Name must be unique within the selected Visible To designation. | ||
Step 4 | Click OK. An empty Dashboard page displays. | ||
Step 5 | By default, a new dashboard provides two columns, into which you can add any number of Widgets. | ||
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. | ||
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. |
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You can change the visibility of a dashboard so that it is visible to yourself, any group in which you are a membercombination of groups, or everyone.
You also can select whether or not to make a dashboard visible by default, as well as to override your default visibility selection by selecting to show or hide it.
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- To manually refresh the data on all Widgets in a dashboard, click the Refresh button in the bottom right corner of the dashboard.
- To manually refresh the data for a single Widget, click the Refresh icon in the top right corner of the Widget.
Promoting a Dashboard
You can perform a Bundleless Promotion of a Dashboard by accessing the Customize drop-down list at the bottom right corner of the dashboard and clicking Promote...
If Follow References = false for a promotion, any widget required by a promoted dashboard must already be available on the target system.
For details on how the Controller resolves dashboards that references widgets, see Preparing Bundles for Promotion / Widgets.
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