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 options allow 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 that will be used on the dashboard page.

Rows to display

In the Rows to display field specify the number of rows that will be shown in the view (use whole numbers only).

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.

The View list in the section form is not limited to the views created in the current table. It includes views of all database tables. Thus under one tab you may display views of different tables placed on the same dashboard page.