Part 2 of Managing Dashboard Templates

 

Personalization —- Did you know you can customize your dashboard templates?

 

To Add or Modify a Dashboard Template:
To add content to the current dashboard tab:
1) Choose Dashboard Manager > Dashboard Templates and click New Template to create a new template, or find the template you want to modify and click Configure.
2) You can click Configure Tabs to:
  • Add content to the current dashboard tab
  • Edit properties for the current dashboard tab
  • Add new dashboard tabs
  • Compare your dashboard template to the default settings
  • Revert your dashboard template to the default settings
3) Click Return to Administration page to return to the Dashboard Templates page.
1) Choose Configure Tabs > Add Content.
2) In the Add Content menu, drag and drop an item to any location on the dashboard tab. Use the blue line that appears when you start dragging the item to position it before you drop it. You can also click an item to add it to the right column of your dashboard tab.
3) Click Done when you have finished adding content items.
4) Click Return to Administration page to return to the Dashboard Templates page.

 

To edit properties for the current dashboard tabTo add a new dashboard tab
1) Choose Configure Tabs > Edit Properties.
2) To change the title of the dashboard tab, enter a new title the Title field.
3) Click Display all document types on this tab if you want all approvable document types to be visible on the dashboard tab, or click Restrict this tab for use with specific document types if you want to select the document types that will be visible on the dashboard tab.
4) If you selected Restrict this tab for use with specific document types, specify the approvable document types you want to be visible on the dashboard tab:
  • Select Available to make a document type visible on the dashboard tab.
  • Select Primary to make this dashboard tab the main tab for documents of a certain type.
5) Click OK to save your changes, or Cancel to return to the previous page without saving your changes.
6) Click Return to Administration page to return to the Dashboard Templates page.
1) Choose Configure Tabs > Add New Tab.
2) Enter a title for the new dashboard tab in the Title field.
3) Click Display all document types on this tab if you want all approvable document types to be visible on the dashboard tab, or click Restrict this tab for use with specific document types if you want to select the document types that will be visible on the dashboard tab.
4) If you selected Restrict this tab for use with specific document types, specify the approvable document types you want to be visible on the dashboard tab:
    • Select Available to make a document type visible on the dashboard tab.
    • Select Primary to make this dashboard tab the main tab for documents of a certain type.
    5) Click OK to add the dashboard tab.

     

    The new dashboard tab appears on the command bar and the Add Content menu opens.

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    Publishing Your Template Is Easy….

    Publishing a dashboard template makes the template available to users at your site. If a newly published template replaces the existing default template, new users will get the new template when they log in. Existing users will not get the new template unless they reset their dashboards to the default settings (Configure Tabs > Revert Tab Set to Default Settings command).

     

    To publish a dashboard template:

    1. Choose Dashboard Manager > Dashboard Templates.
    2. Find the dashboard template you want to publish and click Publish.
    3. Enter a message to announce the publication of the template.
    4. Click Translations to enter translations in one or more of the languages supported at your site.
    5. Click OK to publish the template, or Cancel to return to the previous page without publishing the template.

     

    Reverting a Dashboard Template to the Default Settings

    Use the following procedure if you want to reset your dashboard template to the default settings. All dashboard template customizations will be lost, including any new dashboard tabs that you added.

     

    To revert a dashboard template to the default settings:

    1. Choose Configure Tabs > Revert Tab Set to Default Settings
    2. Click OK to revert to the default settings, or Cancel to return to the previous page without reverting to the default settings.

     

    Link to part one of this post below:

     

    Managing Dashboard Templates Part 1

                                                                                     

     

    This  has been another Knowledge Nugget post brought to you by Beverly Dunn.

    For  more information or details please feel free to contact me!