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— Edit Dashboards

If see the ellipsis ( ... ) → your organization has given you the required Role Definitions to Edit a Dashboard.

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Dashboards can turn into PDF Reports

Rename Dashboards & Reports​

To rename a Dashboard and its affiliated Report:

  1. Open your Dashboard → ex Issue

  2. Click the Dashboard's editing ellipsis → ( . . . )

  3. Pick Edit Dashboard

    Dash renamet

  4. Rename the Dashboard → ex. Event Command Center

  5. Click ✓ Save Changes

    Blink 3

  6. Blink → and the new name will appear in the Navigation bar

Copy Dashboards​

There are many reaons to Copy a Dashboard. For example, what if you want to modify an existing Dashboard for your own specialized filtering and reporting needs, while leaving the original intact for your team to work with.

Visit our "Copy" Use Case

To Copy a Dashboard:

  1. Open your target Dashboard → ex. Issues

  2. Click the Ellipsis menu → and pick Copy Dashboard

    Copyt

  3. Name the copied Dashboard → ex. Event Command Center

  4. Click Create Copy

    Name

Your copied Dashboard is independent of the Original
  • The original and copied dashboards are independent of each other, meaning that any changes you make to one of them will NOT impact other
  • You WILL need to Share it your Dashboard Copy before it can be seen by others

Delete Dashboards​

Sometimes you'll start a Dashboard, then decide against it. Or, you may accidentally duplicate a Dashboard.

To Delete an unwanted Dashboard:

  1. Open the Dashboard and select the Edit icon

  2. Select Delete Dashboard

del

  1. Click Delete

Delete

Remove Widgets​

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

  1. Select the Edit icon → make your updates

  2. Click Remove Widget

    Remove

  3. Confirm the deletion → by tapping Remove

    Remove

  4. Click ✓ Save Changes

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Configure Widgets!​

Every Dashboard Widget must be arranged on the screen and then configured to pull its specific dataset. Since each Widget Type requires a slightly different set of configuration choices, we've moved the detailed instructions to a dedicated article — Configure Widgets — which serves as a quick reference and includes configuration examples:

To briefly preview, when configuring a Widget you will:

  1. Name the Widget → Chart Title_ → ex. Status
  2. Link the Widget to a Form's Data → ex. Issue

Config 1

  1. Delineate the Field from the Form you wish to display and segment → ex. Issue Status

  2. Click ✓ Save Changes

    save

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Share Dashboards by Users or Roles​

This section has moved
  • Visit our new Share Dashboards article
    • There is a lot to know, and this article covers it all! Topics include:
      • Is your Dashboard still Private?
      • Prepare to Share!
      • About Permission Levels
      • Share a Dashboard with a Role Description
      • Share a Dashboard with an Individual
      • Custom Access
      • Stop Sharing Dashboards

Using Dashboard Templates​

Templates simultaneously create Forms and the coresponding Dashboards.

If you are new to Templates see →

Convert an Issue Template into an Event Command Center​

Using templates?

If you used the Issue Template, your Event Command Center is almost ready. Simply merge your Event Controller template with your Issue Form and Dashboard.

To build an Event Command Center dashboard from the Issue Template:

  1. Open your Issue Dashboard

  2. Click the Ellipsis menu → and pick Edit Dashboard

    Ellipsis

  3. Click + Add widget

    Add Widget

  4. Snag and drag the Event Controller widget to the top of the Dashboard → or click the quick add shortcut icon

    Snag

  5. Position the Event Controller near the top of the Dashboard -- drag the markers to make it wider or narrow -- grab the header to move it around

    Position and shape

  6. Configure the new Event Controller by selecting the following →

    • A. Form Data → pick Event

    Pick Event

    • B. Record Lookup → pick Event Date/Time followed by Event Name

    • C. Sort Direction → choose Descending or Acending

    • D. Event Markers → select Add Event Markers

    • Click Save Changes

New pick2

About Event Markers

Edit Dashboard Data using Restrictions​

Dashboard and Form Resources must work together! So what can possibly go wrong?

Let's find out by highlighting Sierra, a newly promoted Access Manager for the Custodial team.

In the below image, Sierra has been promoted within the Event Center Dashboard — which will be her go-to Dashboard. Plenty of power, right?

Sierra1

Well, not quite. When she opens the Event Dashboard for the first time, ouch. No data.

Nada 2

Restrict Dashboards & Form Data​

Giving Sierra Access to Her Resources & Data​

To see the Data in the Event Command Center Dashboard, she needs access to the:

  1. Issue Form: Data Contributor Permissions

    • Sierra will be entering, updating, and deleting Issue-related Records
    • (Staff members gain Data Contributor permissions to the Issues Form through the Custodial Group
    • Sierra doesn't have Form Access Manager permissions because the Form is designed by its owner for multiple departments

  2. Event Form: Viewer-level permission

    • Viewer-level is plenty of permission as others will be entering the Events and Event Markers
1. Issue Form — Data Contributor Permissions​

Let's add her to the Issues Form.

sierra Data Contrib 3

After you share the Form, presto! See what happens!

But wait, it's too much data. As an Access Manager over Custodial Services, much of this doesn't apply.

does not apply 4

Clean up Rows in Records Table​

Let's reduce the visualization to just Custodial Records. For example:

Custodial only 5

Now see the Result of this simple Data Filter. Rows only show Custodial Records

Fixed custodial 6

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