Adding New Sections

You can add many sections to one dashboard, but only two sections can be placed side by side. Each section is a View or a Text you need to place on the dashboard. Moreover, you can select any view created in any table as the dashboard section.

This topic describes how to make the Text or View sections.

At first you have to open the settings of an existing dashboard or create a new dashboard.

There is the Sections block displayed under the dashboard form.

To add a section click on the New button.

Text Section

The Text section can be used as a heading with a description or comment text on the dashboard. To add a text section:

Click the New button at the top of the Sections block.

Select the Text option and the system will open the following form:

Heading

In the Heading field enter a text that will be displayed as a heading of the dashboard

Text

In the Text field enter a text that will be displayed under the heading (Tip: If you need additional text formatting, use HTML tags in this field and select the HTML option below).

Format

In the Format subsection select the necessary text format: HTML or Markup. The Markup option allow markdown formatting operations with text, such as indenting paragraphs, inserting lists, creating headers, and so on.

Second Column

Select the Second Column check box if the text should be displayed in the right column on the dashboard.|

Fill in the form and click Save to add the section; click Cancel to discard changes.

View Section

Add the View section if you want to display a certain View/Report on the dashboard. TeamDesk allows you to choose any of existing views from any table.

To add a View section:

Click the New button at the top of the Sections block.

Select the View option and the system will open the following form:

Heading

In the Heading field enter a text that will be displayed at the top of the view.

View

From the View drop-down list, select a view to be used on the dashboard page. The view list is not limited to views created within the current table; it includes views from all tables. This allows you to display views from different tables under a single tab on the same dashboard page.

The system will respect view access permissions. If the user does not have access to a particular view, that dashboard section will not be displayed for that user.

Rows to display

In the Rows to display property, specify the number of rows to be shown in the view (whole numbers only). This value overrides the view’s Rows to display setting for the particular dashboard. By default, the system displays the first 10 records on the dashboard. For chart and cross-tab views, it is recommended to use a large number or 0 to ensure correct results.

Allowed actions

Select the Allowed actions checkboxes to specify what actions should be applicable to the view. The following options are available:

• New;
• Edit;
• View;
• Delete;
• Mass Delete;
• Print / Export / Send.

If the options are activated, the corresponding buttons will be displayed on the dashboard for the chosen view. Please note, that Allowed actions specified in view settings dominate on dashboard section settings. For example, if the Edit action is inactive in a view, it will be inactive automatically in the dashboard section comprising such view.

Second Column

Select the Second Column check box if the view should be displayed in the right column on the dashboard.

Fill in the form and click Save to add the section; click Cancel to discard changes.