Dashboards

The user interface is organized in perspectives that reflect user roles. A dashboard is a customized view that you can configure to best fit your needs. It consists of widgets that contain static or interactive content. Dashboards can include execution data, task monitoring, videos, bulletins, and many more. Widgets contain information from internal (originating in your application) or external sources.

Accessing the Dashboards Perspective

You have two options to open the Dashboards perspective:

• Click the home button on the menu bar.
• If you have access rights to the Process Assembly perspective, in the Explorer list right-click a Dashboard object and select Open Dashboard.

Types of Dashboards

Dashboards can be either public or private. You define whether a Dashboard is public or private when creating it. Later, you can change this definition.

Navigation Pane

The navigation pane on the left of the Dashboards perspective contains a button and two tabs:

• Add Dashboard button

  Click it to start creating a Dashboard. For more information, see Creating Dashboards and Adding Widgets.

• My Dashboards

  Click it to open the list of your Dashboards. They are private, only you can see and modify them.

• Public Dashboards

  Click it to open the list of Dashboards that are available to everyone. You need specific rights to modify a public Dashboard. When you edit a public Dashboard, the previous version is no longer available to anyone.

  Note: Dashboard with perspectives you do not have privileges for will display an empty window.

• Search

  If you have many Dashboards, the search box lets you filter them by name. Enter part of the Dashboard name to retrieve matching results. It is also possible to search and open dashboards directly from the main toolbar search option.
  

Notes:

• Right-click a Dashboard on the navigation pane to open a context menu with the available functions.
• To open a Dashboard from the Process Assembly right-click the DASH object, and select Open Dashboard from the context menu.

For more information, see Working with Dashboards.

Toolbar

The buttons on the Dashboards toolbar provide functions to modify and view Dashboards.

• Minimize or maximize widget buttons

  Click the icon to display all available widgets on the Dashboard (minimized view) or only the selected one (maximized view). In a maximized widget view, use the arrow buttons to scroll from one widget to the next and to the previous one.

• Add Widget button to insert a widget in the next available space

• Settings button to open the Configure Dashboard Settings dialog, where you can change number of columns and rows for the dashboard

• Share button to share the content of a Dashboard with a link. This option does not require a login. Use this button to share the Dashboard content with people without access to the Automic Web Interface. For more information, see Sharing Dashboard Content.

• Data Source button to select the data source. This option reloads the data that is used in Analytics widgets in the current Dashboard. Note: This does not apply to Process Automation widgets. For more information, see Working with Dashboards.

 

Widgets

Widgets are based on templates (widget types) that are predefined for a certain type of data and its presentation. They can be customized.

Each widget shows either information content or aggregated and compiled data, typically presented as a chart or as a list. The content a widget presents depends on its type.

Click on a Widget to activate it, to display its toolbar, and to configure it. The toolbar is also visible if you simply hover your mouse over the widget.

For more information, see Working with Widgets.

See also:

• Types of Widgets
• Setting Up Dashboards