Dashboard
- Michelle Cabaya (Unlicensed)
This page is for the Operations App. For the Classic Operations App please see Dashboard (Classic Operations App).
The dashboard is customizable for each user to display important Operations information at a glance. You can edit the layout and select up to 10 widgets you would like to use on your dashboard. See Dashboard Widgets.
To view the dashboard go to Dashboard.
Multiple Dashboards
Multiple dashboards are available to switch between and/or share between users. These dashboards are listed under the light and dark more toggle. Click on the dashboard name to view the dashboard.
How to Create a New Dashboard
You can create a dashboard by clicking the + in the top right.
How to Share a Dashboard
You can allow other users to view and edit the dashboards you create on the Dashboard form when creating or editing a dashboard.
When a user is deleted, all of the user’s dashboards will be deleted as well.
Select the user(s) you would like to share the dashboard with under Share Permissions.
Check the Can Edit box next to the user(s) you would like to give permission to edit the dashboard to.
Remove Share Permissions
To remove the ability to edit a dashboard, uncheck the Can Edit box next to the user(s).
To remove the ability to view your dashboard, click the delete icon next to the user(s).
Transfer Dashboard Owner
Click the … button in the top right of the dashboard and select Transfer Dashboard Owner. This is not available if you have only 1 owned dashboard.
Dashboard Layout and Edits
Click the … button in the top right of the dashboard you would like to edit to view the action menu.
How to Edit the Layout
Click the … button in the top right.
Select Edit Layout.
How to Edit a Dashboard
Click the … button in the top right.
Select Edit Dashboard.
How to Copy a Dashboard
Click the … button in the top right.
Select Copy Dashboard.
How to Delete a Dashboard
This is not available if the user has only 1 owned dashboard.
Click the … button in the top right.
Select Delete Dashboard.
Dashboard Widgets
Widgets with the Find Search field display finds based on the user’s “Allowed Query Groups” permission.
How to Add a Widget
You can add up to 10 widgets to a dashboard.
Click the … button in the top right.
Click Add Widget.
How to Edit a Widget
To edit a widget click the … in the top right of the widget you would like to edit.
How to Minimize a Widget.
To minimize a widget click the ^ in the top right of the widget you would like to minimize.