This component enables having on a single screen a series of information with a specific purpose.
The purpose of a dashboard can be, for example, to summarize the current state of a specific management area. In this context, it takes on the role of the manager’s dashboard.
Dashboards have a free form structure, which is fully configurable by the user as long as that component is licensed for the specific installation.
The parts a dashboard is composed of come from a catalog which can vary from product to product, since these pieces are dynamic and automatically recognized by the platform.
Some examples of dashboard parts are:
- Navigator – Allows for creating a set of shortcuts to the operations present on the menu or for external links to the application;
- List – Allows for showing any list configured in the system as long as it has been characterized as a list available for dashboards;
- Chart – Allows for showing in a chart format any list configured in the system as long as it has been characterized as a list available for parts of the Chart type in the dashboards;
- Record – Allows for showing a single record of any list configured in the system, as long as it has been characterized as a list available for parts of the Record type in the dashboards.
The dashboard parts can have parameters associated. If there are parameters they can be linked to dashboard parameters.
How Can I Connect a Parts Parameter to a Dashboards Parameter?
Dashboard parameters are only useful if they can be connected to parts’ parameters.
To connect a part’s parameter to a dashboard’s parameter, follow these steps:
- Open the specific dashboard and enter edit mode by using the “Edit” option, on the upper right corner;
- On the target part, make the panel with the part’s parameters appear by hovering the cursor over the arrow which shows/hides that panel;
- In the specific parameter, click the arrow which allows you to select the dashboard parameter and select the desired parameter;
- Save the dashboard.
How Can I Add a Parameter to a Dashboard?
To create a dashboard parameter, follow these steps:
- Open the dashboard and select the edit option, found on the upper right corner of the screen;
- Expand the parameters panel and on the button found at the bottom of that panel, select the New option;
- In the “New Dashboard Parameter” dialog box, fill in the name, the caption and, optionally, a description;
- In Type, choose one of the following types:
- Fixed value – The user edits the value according to the parameter’s data type;
- List selection – The user will select one of the values entered in the configuration;
- Lookup value – The user will select a record corresponding to the entity selected in the configuration.
Dashboard parameters are only useful if they are linked to part parameters.
To link a parameter from a part with a dashboard parameter, follow these steps:
- Open the desired dashboard and enter editing mode using the ‘Edit‘ option on the upper right corner;
- Show the panel of part parameters in the target part by hovering over the arrow that displays/hides that panel;
- Click the arrow that allows you to choose the dashboard parameter and select the desired one;
- Save the dashboard.