Applies to version 2019.1; author: Krzysztof Gaszczyk
Dashboard is a panel which allows to prepare a dedicated website to which you can add different elements (reports, task counters, HTML code). One of the examples of its usage is creating two dashboards. One of them includes reports and data connected with service administration. The other one displays data for the rest of the users, reports with their tasks and start buttons for new tasks. It is also possible to add dashboard to SharePoint website. It is described in Adding dashboard to SharePoint site paragraph.
To add a new dashboard go to “Presentation menu” and click on “Dashboards”.
Then click on “New” and provide name for the new dashboard.
It is possible to provide privileges for each dashboard independently. By default system inherits dashboard privileges from the application. It can be changed if needed to.
Then it’s time to configure the added dashboard. Click on “Configuration” tab and a field with dashboard layout will appear on the bottom. After choosing plus icon, system will ask which section layout we would like to use in our panel.
In this dashboard choose “One-third left column” section. Clicking on it presents chosen layout. In each section you can choose plus symbol which will enable adding a Web Part in a selected place.
As you can see above, following elements can be added:
- Embedded element,
- Task counter,
- Report Tile.
Each of these elements has its individual configuration which can be edited only after adding it. You can also add many different sections within one panel.
Elements and their configuration
First element which can be added is “Image”. After choosing it a configuration window is displayed.
Provide address for the image or set an address to which the user will be redirected after clicking on it. Alternative text is the one that will be displayed if there will be an issue with loading the image. You can set height and width of the image as automatic or provide values in pixels. Below is an option to align the image in three ways:
- To the left
- To the right
You can choose report view and the displayed name as well as its height.
Report configuration can be found in this article:
When adding “Start” Web Part you can choose buttons which will be displayed, you can also align the buttons.
Start button configuration description can be found here: http://howto.webcon.com/reports-configuration-views-editing/
Choosing “Text” Web Part allows to place any text and format it.
This Web Part allows to place an object on the website such as an HTML table, YouTube movie or an RS Report.
Choosing this Web Part displays three pieces of information about application tasks:
- New tasks
- Active tasks
- Overdue tasks
„Report Tile” Web Part displays aggregated values from a selected field. In the configuration tab choose which report and view it concerns, which value needs to be aggregated and how the Web Part should look like.
Adding dashboard to SharePoint website
In order to add dashboard to a standard SharePoint website you have to choose the option to add Web Part on a specific website.
Then on the list find a “Webcon” Web Part category and a “Dashboard” element.
Then configure newly added element. Choose an application, dashboard and a method of opening links.
SharePoint website prepared in this way looks as below:
In this way a new dashboard containing all previously mentioned Web Parts was created.
WEBCON BPS 2019 introduces clear and simple user interface creation process. This is how an interface for specific user groups can be created. It is suitable for administrators, typical users or any other group which is given a task on a specific step. Thanks to these interfaces anyone can display the most important data that is required to perform every day tasks.