Creating Dashboards

TeamDesk allows you to create new dashboards and assign them for different user groups. To add a new dashboard:

Click the Setup link in the top right corner of the window.

Choose a necessary table and click a corresponding tab at the top of the window.

From the menu in the main frame select Dashboards > Create a new dashboard. The system will open the following form:

Option

Description

General

* Name

This property represents a dashboard name. Please note that this field is required.

Notes

Notes field can hold any developer’s comments that need to be kept for this dashboard. These comments will be visible in the Setup mode only.

Access

If you want to restrict access to the newly created dashboard for your users basing on their roles, select the Access checkbox and choose what roles will have access to this dashboard.

Matching

Filter

There is the Filter option in the Matching section. If any criteria are specified here the system will apply that filter to ALL views created in this table and placed on the dashboard. Please note, that only views created in the given table and placed on the table dashboard can be filtered. If the filter contains "Ask the User" option, then the interactive "Select Criteria" section will be displayed at the top of the dashboard. More details are described in Common Filter for several views on a dashboard.

Advanced Options

Enable Embedding

This option allows you to copy/paste simple HTML snippet to embed a dashboard on your website page. More details are described here Embedding Option for Dashboards.

Help

When the Help text property is filled in, a dashboard/view page displays small drop down titled Help just under tab bar. On user’s click it extends toward the bottom displaying the text you’ve typed. To simplify building dashboard help it supports automatic extraction of views’ help texts it consists of. First, dashboard’s own text is displayed. Then it lists view’s section heading and view’s help text for each view available to the user.

Help texts are actually markup with limited support for HTML tags and attributes. Scripts, forms, event handlers – in other words active content is prohibited; feature set here is in par with email workflow actions.

If the Append help from Views checkbox is activated, the help tips listed in the views placed on the dashboard will be listed as the Help tips of this dashboard.

You can place Views and Texts on the dashboard as separate sections. Dashboard customization details are described in the Customizing Dashboards topic.

Next: Customizing Dashboards