Creation of multiple customizable dashboards for teams

Overview

1. Enable custom dashboards in the advanced team administration.
2. Create a first dashboard from the advanced administration.
3. Configure the dashboard from the user interface from the Edit mode, adding widgets and indicating in which position they should be displayed.
4. Save.

How can I activate the customizable dashboards?

Athento allows the creation of multiple dashboards within a team. To activate the new dashboards you must check the "Show dashboard dynamic items" checkbox from the advanced administration in the team configuration.

How to create a customizable dashboard?

Go now to the advanced administration in the Dashboards section. Click on Dashboards and then on add.

Each dashboard is represented by a grid that has rows and columns, so that it is possible to position the objects in the desired place and size. The dashboards have different attributes:

• team: Indicates the team for which the dashboard is being configured.
• order: Indicates the order of the dashboard. That is, in the dashboard selector, it will be ordered according to the value of this property. The priority is given to those with a lower value in this attribute, starting with the value 0 (ordered in increasing order).
• row_height: Height of the dashboard rows.
• groups: Groups of users with access to view the dashboard. If not filled in, all users will be able to see it.

How to create a customizable dashboard widget?

Dashboards are composed of widgets. Each of the elements we can see on the dashboard is a widget. They all have properties in common:

• dashboard: dashboard to which the widget belongs.
• position_x: The dashboard is divided into 12 columns. In this value you must indicate the column in which you want the widget to start. The value 0 is equivalent to column 1, 1 is equivalent to column 2 and so on.
• position_y: The dashboard is divided into rows, depending on the size of the "row_height" attribute of the dashboard. This value indicates the row where you want the widget to start. The value 0 equals row 1, 1 equals row 2 and so on.
• width: Width of the widget. This value would be the number of columns that the item will occupy.
• height: Height of the widget. This value would be the number of rows that the item will occupy.

Although we explain the properties of the dashboard widgets, the creation of them is done from the product interface and you will not have to worry about filling them.

You can include widgets of different types:

• document upload widgets: They are used to quickly upload documents from the dashboard. Two parameters can be specified for these widgets:

  • Space: Space in which the documents will be uploaded using the upload widget. If you specify a space, it will not be possible to modify it from the interface. Otherwise, you will be able to select it when uploading the document.

  • Form: Form that will be used to upload documents using the upload widget. If you indicate a form, it will not be possible to modify it from the interface. Otherwise, you will be able to select it when uploading the document.

• document queues or document trays widgets: They are used to show the number of documents in a previously configured tray. For these widgets you must indicate only one parameter:
• • Tray: Tray on which the information will be displayed in the widget.

• document listing widgets: They serve to display document listings. These widgets have several parameters:

  • query: ATQL query to be made to obtain the results to be displayed in the document table (Information on how to build them).

  • limit: (Optional) Limit of results that will be shown in the document list. If not specified, all the documents obtained through the query will be shown.

Dashboard editing mode

To configure these widgets, once the first dashboard has been created, we must go to the edit mode. This mode is only available to superusers and team administrators. It is activated by clicking on the button in the upper right corner of the dashboard.

In edit mode, there are mainly 2 buttons available, located on the left side of the screen.

The function of these buttons is as follows:

• Add widget: When you click it a popup window will appear where we can fill in the information corresponding to the widget we want to create. Give a name for the widget, this name will be displayed at the top of the widget. You must also indicate the type of widget. Once the widget type is selected, we will have to specify the widget settings.

• Save: Used to save the state of the dashboard elements. All changes you make to the widgets will NOT be saved automatically, so you must save before exiting the edit mode.

Editing an already created widget

You can edit an existing widget by right-clicking on it. The menu that appears has two options:

• Edit: to change the widget configuration.

• Delete: to remove the widget from the dashaboard.

Reposition a widget

Additionally, we can enlarge and move the widgets to our liking.

• Position the widget: To move the widget, simply hold down the left mouse button while moving the item.
• Adjust the size: To adjust the size we must do the same but in the lower right part of a widget.

Important: Don't forget to save to keep the changes made in the dashboard.