Run 9 → Convert a Dashboard into a Command Center

Introduction

In this lesson, let's convert a copy of your Issues Dashboard (created in Run 7) into an Event Command Center by:

• Duplicating and Renaming the Issues Dashboard
• Adding an Event Controller Widget
• Linking your Issues and Events Forms
• Adding Event Marker Templates
• Sharing the Dashboard with the Guest Services Group

Okay, that's a lot. Let's get started.

Try it!

→ in SwitchBase Web

Key Reading for Admins

• Start by reading the full → DASHBOARDS article (3 min)
  • Pay special attention to the USE CASE - Dashboard Customization section at the bottom of the article → where you'll see how to Duplicate & Convert an Issues Dashboard into an Event Command Center

SwitchBase Web Checklist

Customize a Dashboard

1. Jump back to the Use Case: Customize a Dashboard section at the bottom of the Dashboard article listed above

   • Follow the instructions to the letter and you'll be good to go

2. Don't forget to Configure your Event Controller Widget as explained in these Steps ▶

3. Return here to continue

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Remove the Issue Type Widget

1. Open your Issues Dashboard → and then click the Ellipsis followed by Edit Dashboard

2. Delete the Issue Type Widget from your Dashboard → Steps ▶

   • It's as simple as A, B, C

     

3. Click Remove

   

Add a Text Filter Widget

1. Add a Text 'Filter Description Field' Widget to your Dashboard → Steps ▶

   

2. Name & Configure your new Text Filter

   • A. Placeholder text → Filter the Description Field
   • B. Form data → Issue
   • C. Select fields to filter → Description
   • D. Save Changes!

   

3. Press Save Changes

Important

Share the Dashboard

After you create a Dashboard, don't forget to Share it with your Guest Services Group → Review the Steps from Lesson Run 8 ▶

1. Click the Share Dashboard (Private) button

2. Select your Guest Services Group → and make them Viewers of your Dashboard

   

3. Save!

→ in SwitchBase Mobile or SwitchBase Web

Add 3 Events and 3-5 Issues

1. Open your Event Command Center Dashboard and either:

   • Click Add Event → Hint - SwitchBase Web✋ or ...
   • Click the +Orange Create Record icon, and open the Event Form → Hint - SwitchBase Web✋

2. Add 3 new Events → Hint - SwitchBase Web✋

   • Either pick a Concert, Basketball, or Soccer Shortcut, or use the Other option to add a different type of Event

3. Pick your first Event from the list

4. Create 3-5 Records with the Issue Form → Hint - SwitchBase Web✋

   • Be sure to tie the 3-5 Issues to one of the Events you entered in Step 2 above
   • Include a Description for each of your new Issues!

5. Filter your Dashboard using your Description text filter → Hint - SwitchBase Web✋

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