Navigating the Product Dashboard

Entries per page: This drop-down field determines how many entries are displayed in the dashboard list. The number of dashboards displayed would be determined by the custom entries the client builds.

Search: This field is used to perform a partial or full-name search across the dashboard entries.

Name: This column lists the name of the dashboard.

Roles: This column lists the user roles assigned to the dashboard.

isDefault: This column indicates whether the dashboard is a default for the assigned users. The default view is set by clicking the Mark Default button

Add Dashboard button: Displays the Add/Edit View form.

Edit button: Displays the Add/Edit View form.

View Columns button: Displays the view design canvas.

Replicate button: This button replicates the selected record view.

Delete button: This button deletes the selected record view.

Name: This field is used to list the name of the Dashboard.

User Roles: This field lists the user roles associated with the Dashboard.

Design Canvas: The design canvas is used to build the dashboard by placing sections, group headers, iframe codes, charts, and record views.

Section element: This element is used as a container for the Group Header elements, iframe codes, charts, and views. Elements are identified with a label name.

Group Header element: This element is a container for iframe codes, charts, and views. Headers can be identified with a label name.

Charts: a listing of charts either delivered as part of product configuration or built through the Chart function accessed from the manage menu.

Views: A listing of record views either delivered as part of product configuration or built through the table view function accessed from the manage menu.

Save Form: This button saves the changes made on the design canvas.