Blocks can be organized into groups. You can create up to 5 groups of blocks. You can also duplicate an ex dashboard to save time.
user dashboard or platform
A user' dashboard r can be customized or based on a template.
Platform dashboards can be configured for a specific user, a role , or an entire platform. Set up your dashboard
Platform.
In all cases, you can only access data for projects for which you have rights.
project dashboard
A project dashboard applies to a project and is applied by default to a project template Project.
Each type of project may have its own dashboard, with different information. The purpose of the project dashboard is to give users access to the information that interests them most when viewing a project.
dashboard portfolio
dashboard portfolio applies to portfolio.
The purpose of the dashboard portfolio is to provide users with access to the information that interests them most about the portfolio as a whole and the projects that comprise it.
List of dashboards
Permet de créer un nouveau tableau de bord plateforme.
Plateforme - Création et modification d’un tableau de bord
Rights required :
Allows you to delete several dashboards at once by selecting them.
Right required : Supprimer un tableau de bord plateforme
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 :
Ce bouton permet de dupliquer un tableau de bord. Le nouveau tableau reprend l'intégralité de la configuration du tableau source : widgets, filtres, partages, mise en page.
Pour dupliquer un tableau de bord :
- From the list of dashboards, click on the
contextual menu the table you want to duplicate, then click
Duplicate.
- Enter the description and code for the new table.
- Click on
Register to confirm the duplication.
The new dashboard appears in the list and inherits the configuration of the source dashboard. You can then customize it (rename widgets, modify filters, adjust sharing settings).
Création et modification d’un tableau de bord
Les formulaires de création et de modification du modèle de tableau de bord sont semblables.
Blocks can be added to the first or second group. List of blocks of dashboard
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 :
Here are the fields found in this screen:
Il est possible de sélectionner des valeurs de hiérarchie parmi celles créées sur la plateforme et qui peuvent être rattachées à un modèle de tableau de bord. Hierarchies - Setting attachments
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.
Permet de supprimer un tableau de bord.
Right required : Supprimer un tableau de bord plateforme
Affiche la liste des modifications effectuées sur ce tableau de bord, par tous les utilisateurs.
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 blocks of dashboard
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.