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Return to Dashboard Configuration.
Contents
Dashboard Configuration[edit]
1. Click on the “Admin” Tile.
2. Click on “Dashboard Configuration”. The “Dashboard Configuration” index page opens, displaying all the available dashboards created by user.
3.Click on the eye icon at right side of the “Dashboard Name” or click on three dots action button to view the dashboard.
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.
To Create a New Dashboard[edit]
1. To create a new dashboard, click on “Create” button on the dashboard index page, the “Create Dashboard” page opens.
2. Select the “Type of Dashboard” as “Main” or “Agreement”.
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”.
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.
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”.
Note: Priority for each dashboard under same “Security Group” or “Contract Type” role should be unique and Priority =1 denotes the highest priority.
8.Click on “Add Widgets”, the “Add Widget” drawer opens. Select the required widgets and click on “Add”.
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[edit]
1. Navigate to “Dashboard Configuration” index page.
2. Click on the three dots action button present to the right of the Dashboard name.
3. Click on “Edit”.
4. The “Edit Dashboard” page opens.
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.
To Delete an Existing Dashboard[edit]
1. Select the checkbox present left to the Dashboard name you want to delete. As displayed in the screenshot below.
2. Click on “Delete”.
3. Click on “Yes” on the confirmation message displayed.
