Create Dashboards & Tabs + Ask AI

There are three ways to create and refine your Dashboards & Tabs:

Note: After you create the core of your Dashboard, refine it with Ask AI or edit it manually.

1. Create Dashboards with Ask AI

To use Ask AI to build Dashboards — complete with Widgets and Tabs:

Click + Create Dashboard
Give the Dashboard a name
Click the ellipsis → and choose Edit Dashboard
Ready for the fun to begin?
- Simply click Ask AI
Describe the Dashboard and the Widgets you envision → ex:
- "Create a Dashboard with an Asset Locations Tab and a Work Orders tab. In the first tab, give me a filter for my Assets listed in the assets form, followed by a heat map that will show the locations of the various assets around the venue. Below that, give me a Records Table tied to the Assets form"
- Click the ↑ arrow
Review any follow-up instructions. In this case we need to:
- Add an image
- Add Widgets to the Work Orders tab (because we forgot all about that :-)
  - See Update & Edit with Ask AI
To add the Heat Map's image, click the editing Pencil and upload your image

Update & Edit with Ask AI

Update the Work Orders Tab by adding a Records Table and Filters:
- Click Ask AI again
- Explain your updates → ex:
  - "In the Work Orders tab, place a Records Table tied to the Work Orders form in the second tab. Place text and select filters along the top."
- Click the ↑ arrow
Answer any queries from Ask AI
Look at your finished Tabs and click Save Changes!

Troubleshooting Tip

Click here to learn how to manually edit and update your AI generated Dashboards

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2. Use Form & Dashboard Creation Templates

New to Dashboards?
- Starting with a paired Form + Dashboard Template is a good idea!
  - Templates create starter Forms and their related Dashboards simultaneously
  - Note: The Event Template generates an Event Controller Widget

3. Create & Edit Dashboards Manually

Click the Create Dashboard + button
Enter your Dashboard Name → ex. Event Command Center
Click Create

Add Widgets → Snag, Drag & Size

To add any Widget, including this sample Event Controller, to a Dashboard:

Open a Dashboard → click the Ellipsis menu → and pick Edit Dashboard
Click + Add widget
Snag and drag your Widget to the Dashboard → or tap the Quick Drop icon to pop in a Widget → then glide it into position by its 'waffle' handle
Position the Widget by dragging its top-bar handle
Drag the sizing handles in and out to resize the Widget
Configure your Widget as needed.
- This will take further explanation, so jump to the next section!
Click ✓ Save Changes

Configure your Widgets!

To display the correct data, every Widget must be configured to a Form's unique Data
- To learn more, visit our detailed Configure Widgets article for specific instructions :::

To briefly preview → when configuring a Widget you will:

Name the Widget → ex. Chart Title = Status
Link the Widget to a Form → ex. Form Data = Issue

Select the Field from the Form you wish to display and segment → ex. Issue Status
Click ✓ Save Changes

Duplicate/Copy Widgets

Save time by duplicating an existing Widget.

For example, here we'll copy a Select Filter Widget for the Department Field and create two new Select Filter Widgets for:

Issue Status
Issue Category

1. Press 'Option' (Mac) or 'Alt' (PC) to reveal the Copy icons	2. 'Snag and drag' the first Select Field into position

3. 'Snag and drag' another Select Field into position	4. Finalize by 'Configuring' the copied Widgets

Remove Widgets

To Edit the configuration of a Widget, or to remove it altogether:

Select the Edit icon → make your updates
Click Remove Widget
Confirm the deletion → by tapping Remove
Click ✓ Save Changes

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Create Tabs

To add a Tab to an existing Dashboard:

Open a Dashboard → click the Ellipsis menu → and pick Edit Dashboard
Click + Add Tab
Name your tab → ex. Custodial Center → and click Create Tab
Design your Tab as you would any other Dashboard → see Create a Dashboard from Scratch
Click ✓ Save Changes

Shift a Tab's Position

To move a Tab to the left or right:

Open the Dashboard → click the Ellipsis menu → and pick Edit Dashboard
Click the Waffle icon on any Tab → and drag it to the left or right

Rename Tabs

To rename a Tab:

Open the Dashboard → click the Ellipsis menu → and pick Edit Dashboard
Select the Ellipsis on a Tab → and pick Rename Tab
Change the name in the Rename Tab box → and pick Rename

Delete Tabs

To delete a Tab:

Open the Dashboard → click the Ellipsis menu → and pick Edit Dashboard
Select the Ellipsis on a Tab → and pick Delete Tab
Click Delete Tab in the Delete Tab window

Notice the Shared widgets section atop any Tab in your Dashboard.

Widgets lifted into this Shared widgets box will appear on every Tab in the Dashboard. This is a great place for common filters, such as the Event Controller, Status, or common Charts and Graphs.

Filter with Shared Widgets

Shared Tab Widgets work together, so if you filter one Tab, you'll filter every Tab in the Dashboard.

Sharing an Event Controller is a popular option
- In this scenario, if you pick an Event, all the Tabs will synchronize to that Event
You can override this action with the Ignore share widgets bar option

Clear Shared Filters in your Tabs

When you click X Clear Filters on any Tab, they are cleared on every single Tab in the Dashboard.

Hide the Shared Widgets Bar

You can hide the Shared Widgets section on any Tab.

This option is used to save space at the top of the Tab for other Widgets. However, any Filters set on another Tab will still impact the dataset on the Tab. (To see how to block Shared Filters from impacting a Tab, see Ignore share widgets bar.)