A Dashboard is a grid of tiles ranging from a One-By-One layout up to a Three-By-Three. Each tile can be an Image, a Chart from an App or an Action Button.
A Dashboard can be displayed at App level containing information from multiple Reports in that App or it can contain data from across the Site as a Homepage.
First, find the App that you would like to add a Field to in App Studio. To do this click on the COGs menu and select App Studio which will open App Studio in a new browser tab. Once in App Studio select the App that you are adding the Field to. Lastly, click on Fields folder in the App configuration to see a list of the Fields in the App.
Create a New Dashboard
To add a new Dashboard select the Dashboards folder in the left pane menu and then click on the 'Add Dashboard' button on the end of the banner. This will open a new add dashboard screen where you can define how the Dashboard will look and what information it will contain.
Dashboard Title: The title is the reference to the Dashboard that will appear in the UI for the Users. It will appear at the top of the Dashboard as a title to the page. It will also be the label that appears when selecting the Dashboard for a Report or Homepage.
Dashboard Identifier: The identifier is a system ID for referencing a Dashboard. By default, the identifier will take its value from the Label with any white space and special characters removed. The identifier must be a minimum of three characters, only contain letters and numbers and start with a letter. The identifier will be visible to Users in the URL for the Homepage.
Layout Type: This option allows you to select the number of tiles in columns and rows that you would like to appear in the Dashboard grid. a Dashboard layout of Three-By-Two would give six tiles in three columns and two rows
Is Global?: If the 'Is Global?' option is set to true then tiles can contain information across multiple Apps and the Dashboard will be available for selection as a Homepage. If the 'Is Global?' property is false then the Dashboard will be available for selection for a Report at App Level. In this scenario, the tile data must come from only one App and this will be the App that the Dashboard is displayed in.
Selecting Images, Reports, Image Action Buttons and iFrames
Toggle between the icons at the top of each tile to choose whether the tile will display an image, an icon, an Image Action Button and an iFrame.
Image: To add an image, enter a URL as the source for the image, choose from the existing list of image assets or click on 'Upload New Asset’ which this will pop out an image upload pane from the right of the screen where you can add the image.
App Report: First select the App that the Report appears in and then the Report from that App to display. A Default Global Filter can be selected to be the default view that a user sees when accessing the Dashboard and the filter selection can be shown or hidden on load.
Image Action Button: The Button must first be added as an Image Action Button to an App. This is where you will configure what action the button will perform such as navigating to a Record Add screen or to a Report in an App. Then in the tile configuration select the App that the Button was created in and the Button Field that was created in it.
iFrame: An iFrame can be used to show reports and charts from external systems like PowerBi and Domo with Softools. To add an iFrame you need one key piece of information which is the source link, this is where the iFrame will look to find the chart to display on the dashboard. You can then set the width and the height of the frame, this is not for the chart, that will need to be done from the source.
Note: If the 'Is Global?' property is false then all tile data must come from the same App.
Alignment within a Tile
Once you have selected the image, report, button or frame to display in the tile you can then configure the alignment of the element within the Tile.
Alignment: This will determine if the element is left, right or centrally aligned in the tile.
Transparent Background?: If this property is checked then the area around the element will take the Background Colour for the Report or Homepage. If it is not ticked then the area around the element will be white.
Hide Title?: Hiding the title will not display the header information at the top of the tile
Hide Cell?: Hiding the cell will not display the entire cell in the dashboard, this can be used to have a tile ready to be published while in development
Once completed you can save your dashboard by scrolling to the bottom of the screen and clicking the 'Create Dashboard' button. The Dashboard will then be available to add as an App Report or Homepage as appropriate.