Dashboard Configuration - Revision history

IDT-1 at 06:29, 23 December 2021

2021-12-23T06:29:15Z

IDT-1 at 06:27, 23 December 2021

2021-12-23T06:27:45Z

WikiSysop at 18:26, 22 December 2021

2021-12-22T18:26:17Z

IDT-1 at 14:25, 22 December 2021

2021-12-22T14:25:50Z

IDT-1: Created page with " = Dashboard Configuration = 1. '''Click''' on the “Admin” Tile.
520px

2021-12-22T13:56:41Z

Created page with " = Dashboard Configuration = 1. '''Click''' on the “Admin” Tile. <div class="image-green-border">520px</div> <div class="image-green-borde..."

New page

= Dashboard Configuration =

1. '''Click''' on the “Admin” Tile.
<div class="image-green-border">[[File:Dash Config 1.png|520px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">2. '''Click '''on “Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border"> </div> <div class="image-green-border">[[File:Dash Config 2.png|820px]]</div> <div class="image-green-border"> </div> <div class="image-green-border">3.'''Click '''on the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border"> </div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border"> </div> <div class="image-green-border">
== To Create a New Dashboard ==

1. To create a new dashboard, '''click''' on “Create” button on the dashboard index page, the “Create Dashboard” page opens.

[[File:Dash Config 3.png|820px]]

2. '''Select''' the “Type of Dashboard” as “Main” or “Agreement”.

[[File:Dash Config 4.png|820px]]

3. In the “Type of Dashboard" dropdown if Admin selects “Main”, then the dashboard depending on the “Security Groups” can be created. For example, “Legal Group” is selected in “Security Group” then the configured dashboard will be visible for all the users under “Legal Group”.

[[File:Dash Config 5.png|620px]]

4. In the “Type of Dashboard if Admin selects “Agreement”, then the dashboard depending on the “Contract Type” and “Role/Sub-Role” can be created. For example, “SFMSA” is selected in “Contract Type” and “Approver” is selected in “Role/Sub-Role” then the configured dashboard will be visible for all the “Approvers” for “SFMSA” contract type.

[[File:Dash Config 6.png|620px]]

5. Switch the “Is Enabled” to “Yes” if you want to enable the current dashboard for the user out of the other available dashboards.

6. '''Enter''' the “Dashboard Name”. For Example, Default.

7.'''Set''' the “Priority”, if there are multiple dashboard options for a particular “Security Group” or “Contract Type”.
<div class="note-box">'''Note: '''Priority for each dashboard under same “Security Group” or “Contract Type” role should be unique and Priority =1 denotes the highest priority.</div>
8.'''Click''' on “Add Widgets”, the “Add Widget” drawer opens. Select the required widgets and click on “Add”.

[[File:Dash Config 7.png|520px]]

9. '''Click''' on “Auto Arrange” to arrange the widgets in the best fit according to the widget size.

10. '''Click '''on “Save” and the created dashboard will be visible on the “Dashboard Configuration” index page.

== To Edit an Existing Dashboard ==

1. Navigate to “Dashboard Configuration” index page.

2. '''Click '''on the three dots action button present to the right of the Dashboard name.

[[File:Dash Config 8.png|820px]]

3. '''Click '''on “Edit”.

4. The “Edit Dashboard” page opens.

[[File:Dash Config 9.png|720px]]

5. After making the required edits '''click '''on “Save”.

6. A success message will pop up and user will be navigated to “Dashboard Configuration” index page.

[[File:Dash Config 10.png|320px]]

== To Delete an Existing Dashboard ==

1. '''Select''' the checkbox present left to the Dashboard name you want to delete. As displayed in the screenshot below.

[[File:Dash Config 11.png|820px]]

2. '''Click '''on “Delete”.

3. '''Click '''on “Yes” on the confirmation message displayed.

[[File:Dash Config 12.png|320px]]
</div>

@@ Line 1: / Line 1: @@
@@ Line 7: / Line 8: @@
 The dashboard configuration&nbsp;provides the admin an option to create and configure&nbsp;different dashboards and select the Security Group or Contract type role/sub-role&nbsp;it will be available for. For example, if the admin creates a dashboard for the legal security group, then all the users created under the legal security group will see the created dashboard when they login for the first time. Another example is if the admin creates a dashboard for a particular contract type&nbsp;(MSA) role/sub role (Approver) the created dashboard will be configured for the approver of the MSA.&nbsp;
 <div class="note-box">Note: The dashboard configuration option is only available for the "Admin" user.</div>
 .&nbsp;'''Click'''&nbsp;the “Admin” Tile.
 <div class="image-green-border">[[File:Dash Configu 1.png|320px|Dash Configu 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;“Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px|Dash Config 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click'''&nbsp;the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">

@@ Line 1: / Line 1: @@
 = Dashboard Configuration =
 .&nbsp;'''Click'''&nbsp;the “Admin” Tile.
 <div class="image-green-border">[[File:Dash Configu 1.png|320px|Dash Configu 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;“Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px|Dash Config 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click'''&nbsp;the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">

@@ Line 1: / Line 1: @@
 = Dashboard Configuration =
 .&nbsp;'''Click'''&nbsp;the “Admin” Tile.
-<div class="image-green-border">[[File:Dash Configu 1.png|420px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;“Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px|Dash Config 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click'''&nbsp;the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">[[File:Dash Configu 1.png|320px|Dash Configu 1.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;“Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px|Dash Config 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click'''&nbsp;the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 == To Create a New Dashboard ==
@@ Line 23: / Line 22: @@
 [[File:Dash Config 6.png|620px|Dash Config 6.png]]
-.&nbsp;Toggle&nbsp;the “Is Enabled” flag to “Yes” if you want to enable the current dashboard for the user out of the other available dashboards.
+.&nbsp;'''Toggle'''&nbsp;the “Is Enabled” flag to “Yes” if you want to enable the current dashboard for the user out of the other available dashboards.
 .&nbsp;'''Enter''' the “Dashboard Name”. For Example, Default.

@@ Line 1: / Line 1: @@
 = Dashboard Configuration =
-.&nbsp;'''Click''' on the “Admin” Tile.
+.&nbsp;'''Click'''&nbsp;the “Admin” Tile.
-<div class="image-green-border">[[File:Dash Config 1.png|520px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click '''on “Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click '''on the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
+<div class="image-green-border">[[File:Dash Configu 1.png|420px]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">2.&nbsp;'''Click'''&nbsp;“Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">[[File:Dash Config 2.png|820px|Dash Config 2.png]]</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">3.'''Click'''&nbsp;the eye icon at right side of the “Dashboard Name” or '''click '''on three dots action button to view the dashboard.</div> <div class="image-green-border">&nbsp;</div> <div class="note-box">'''Note: '''The green tick mark next to the eye icon denotes the dashboard is enabled, to disable the dashboard '''select '''“Disable Dashboard” option from the three dots menu.</div> <div class="image-green-border">&nbsp;</div> <div class="image-green-border">
 == To Create a New Dashboard ==
-.&nbsp;To create a new dashboard, '''click''' on “Create” button on the dashboard index page, the “Create Dashboard” page opens.
+.&nbsp;C'''lick''' on “Create” button on the dashboard index page to create a new dashboard.&nbsp;The “Create Dashboard” page opens.
-[[File:Dash Config 3.png|820px]]
+[[File:Dash Config 3.png|820px|Dash Config 3.png]]
 .&nbsp;'''Select''' the “Type of Dashboard” as “Main” or “Agreement”.
-[[File:Dash Config 4.png|820px]]
+[[File:Dash Config 4.png|820px|Dash Config 4.png]]
 . In the “Type of Dashboard" dropdown if Admin selects “Main”, then the dashboard depending on the “Security Groups” can be created. For example, “Legal Group” is selected in “Security Group” then the configured dashboard will be visible for all the users under “Legal Group”.
-[[File:Dash Config 5.png|620px]]
+[[File:Dash Config 5.png|620px|Dash Config 5.png]]
-.&nbsp;In the “Type of Dashboard if Admin selects “Agreement”, then the dashboard depending on the “Contract Type” and “Role/Sub-Role” can be created. For example, “SFMSA” is selected in “Contract Type” and “Approver” is selected in “Role/Sub-Role” then the configured dashboard will be visible for all the “Approvers” for “SFMSA” contract type.
+.&nbsp;In the “Type of Dashboard" dropdown if Admin selects “Agreement”, then the dashboard depending on the “Contract Type” and “Role/Sub-Role” can be created. For example, “SFMSA” is selected in “Contract Type” and “Approver” is selected in “Role/Sub-Role” then the configured dashboard will be visible for all the “Approvers” for “SFMSA” contract type.
-[[File:Dash Config 6.png|620px]]
+[[File:Dash Config 6.png|620px|Dash Config 6.png]]
-.&nbsp;Switch the “Is Enabled” to “Yes” if you want to enable the current dashboard for the user out of the other available dashboards.
+.&nbsp;Toggle&nbsp;the “Is Enabled” flag to “Yes” if you want to enable the current dashboard for the user out of the other available dashboards.
 .&nbsp;'''Enter''' the “Dashboard Name”. For Example, Default.
@@ Line 28: / Line 29: @@
 .'''Set''' the “Priority”, if there are multiple dashboard options for a particular “Security Group” or “Contract Type”.
 <div class="note-box">'''Note: '''Priority for each dashboard under same “Security Group” or “Contract Type” role should be unique and Priority =1 denotes the highest priority.</div>
-.'''Click''' on “Add Widgets”, the “Add Widget” drawer opens. Select the required widgets and click on “Add”.
+.'''Click'''&nbsp;“Add Widgets”, the “Add Widget” drawer opens. Select the required widgets and click on “Add”.
-[[File:Dash Config 7.png|520px]]
+[[File:Dash Config 7.png|520px|Dash Config 7.png]]
-.&nbsp;'''Click''' on “Auto Arrange” to arrange the widgets in the best fit according to the widget size.
+.&nbsp;'''Click'''&nbsp;“Auto Arrange” to arrange the widgets in the best fit according to the widget size.
-.&nbsp;'''Click '''on “Save” and the created dashboard will be visible on the “Dashboard Configuration” index page.
+.&nbsp;'''Click '''“Save” and the created dashboard will be visible on the “Dashboard Configuration” index page.
 == To Edit an Existing Dashboard ==
@@ Line 40: / Line 41: @@
 .&nbsp;Navigate to “Dashboard Configuration” index page.
-.&nbsp;'''Click '''on the three dots action button present to the right of the Dashboard name.
+.&nbsp;'''Click'''&nbsp;the three dots action button present to the right of the Dashboard name.
-−
-[[File:Dash Config 8.png|820px]]
-.&nbsp;'''Click '''on “Edit”.
+[[File:Dash Config 8.png|820px|Dash Config 8.png]]
-.&nbsp;The “Edit Dashboard” page opens.
+.&nbsp;'''Click '''“Edit”. The “Edit Dashboard” page opens.
-[[File:Dash Config 9.png|720px]]
+[[File:Dash Config 9.png|720px|Dash Config 9.png]]
-.&nbsp;After making the required edits '''click '''on “Save”.
+. '''Click '''on “Save”, after making the required edits
 .&nbsp;A success message will pop up and user will be navigated to “Dashboard Configuration” index page.
-[[File:Dash Config 10.png|320px]]
+[[File:Dash Config 10.png|320px|Dash Config 10.png]]
 == To Delete an Existing Dashboard ==
@@ Line 60: / Line 59: @@
 .&nbsp;'''Select''' the checkbox present left to the Dashboard name you want to delete. As displayed in the screenshot below.
-[[File:Dash Config 11.png|820px]]
+[[File:Dash Config 11.png|820px|Dash Config 11.png]]
-.&nbsp;'''Click '''on “Delete”.
+.&nbsp;'''Click&nbsp;'''“Delete”.
-.&nbsp;'''Click '''on “Yes” on the confirmation message displayed.
+.&nbsp;'''Click&nbsp;'''“Yes” on the confirmation message displayed.
-[[File:Dash Config 12.png|320px]]
+[[File:Dash Config 12.png|320px|Dash Config 12.png]]
 </div>