Blocks can be organized into groups. The maximum number of block groups is 5.
user dashboard or platform
User dashboard can be customized or taken from a template.
Platform dashboards can be defined for a specific user, for a role or for an entire platform. Configure your dashboard
Platform.
In all cases, you can only access data for projects for which you have rights.
project dashboard
A project dashboard is applicable to a project, and is applicable by default to a project template . Project.
Each type of project can have its own dashboard, with different information. The aim of the project dashboard is to give users access to the information they are most interested in when consulting a project.
dashboard portfolio
Aportfolio dashboard is applicable to a portfolio.
The aim of theportfolio dashboard is to give the user access to the information that interests him most about the portfolio as a whole and the projects that make it up.
Liste des tableaux de bord
Permet de créer un nouveau tableau de bord plateforme.
Plateforme - Création et modification d’un tableau de bord
Rights required :
View platform dashboards
Create a platform dashboard
Allows you to delete several dashboards at once by selecting them.
Right required : Delete a platform dashboard
Rights required : View platform dashboards
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Permet de modifier un tableau de bord plateforme.
Plateforme - Création et modification d’un tableau de bord
Rights required :
View platform dashboards
Modifying a platform dashboard
Création et modification d’un tableau de bord
The forms for creating and modifying the dashboard template are similar.
Blocks can be added to the first or second group. List of dashboard blocks
A style must be chosen for each group of blocks (1 to 4 blocks will be displayed).
The height is configurable for each group of blocks, from 20px to 1000px.
Rights required :
View platform dashboards
Create a platform dashboard (creation)
Modifying a platform dashboard (change)
Here are the fields found in this screen:
structure values can be selected from those created on the platform and attached to a dashboard template. ‣
If multilingual configuration is enabled, an additional field must be filled in a section Multilingual.
This field corresponds to the object label in the other language.
Validates your changes. This may redirect you to the previous page on some screens.
Displays the list of modifications made to this dashboard, by all users.
Stocks are sorted from the most recent to the oldest date.
Block and block group management
Adds a new group of blocks. This allows you to organize the page, and sort the blocks. The maximum number of block groups is 5. If 5 block groups already exist, the button will be grayed out.
If a block group is created but contains no blocks, then it will not be saved during registration.
This button can be used to move the group above another block group. If the group in question is the first group, then the button will be grayed out.
This button can be used to move the group below another block group. If the group in question is the last group, then the button will be grayed out.
Allows you to fold a block: its label will be displayed, but not its data.
This button enlarges an element that has been folded: for example, to display all the data in a block.
Select a block to display from a list. List of dashboard blocks
To add a block, you need to create a block group.
Moves a block before or after another by dragging and dropping.
It is not possible to move a block from one group to another.
Deletes a block or group of blocks.
Allows you to modify a block.
This action is only available for Graphics.
An export of the graphic block will be downloaded in .png image format, depending on the settings of the web browser used.