1. In the Dashboard List page, click Create Dashboard.
The Create Dashboard page, containing General and Users/Groups sections, appears.
2. In the General section, enter relevant data, as explained below:
a. Specify a name and description for the dashboard in the Name and Description boxes respectively.
While defining a dashboard, you should not use the special characters <, >, ", ;, %, ', (, ), &, +, \, : ,^ ,# in the name, and the special characaters <, >, ",;, %, ', (, ), &, +, \, :, | in the description.
b. From the Layout drop-down list, select a layout to be used to arrange the components in the new dashboard.
For example, if you select TwoColumns70-30 layout, then the first column of components occupies 70% of the dashboard width and the second column occupies 30%.
3. Click the Component icon.
The Add Dashboard Component window appears.
a. If you want to add an application specific component, then from the Application Name drop-down list, select the name of the application.
b. To add a component that works across all applications, select All.
Based on your selection of application in the previous step, the Category drop-down list provides you appropriate options.
c. From the Category drop-down list, click the category to which you want to add the dashboard component.
d. From the Component drop-down list, select the widget to be used in the current component.
If you have selected a particular application in the previous step, then this list displays only the widget(s) defined for that application while creating the application in Progress Developer Studio for OpenEdge. For more information about creating widgets, see OpenEdge Getting Started: Developing BPM Applications with Developer Studio. If you have selected All in the previous step, then this list displays the out-of-box widgets.
e. Specify a name and description for the dashboard in the Title and Description boxes respectively.
While defining a dashboard, you should not use the special characters <, >, ‘, ", %, ;, +, \ and | in the name or description.
f. Click Save to define the new component and go back to the previous page.
The new component is added in the current dashboard.
Optionally, you can click:
Reset to reset the form and remove the information you just entered.
Cancel to cancel the action and exit the current window.
Repeat the sub-steps provided in step 3 to add more components to the Dashboard.
Note: While adding a new component to the Dashboard, ensure that all the widgets are loaded. If you click component icon before the widgets are loaded, then it may lead to Ajax call conflicts.
4. Open the Users/Groups section to assign the current dashboard to existing user(s) and/or group(s).
a. To assign the current dashboard, click Add.
The Add Users & Groups window appears.
b. Search and locate users or groups. For more details, see Searching Users.
c. Click Add to add the selected users and/or groups and go back to the previous page.
To cancel the action and exit the current window, click Cancel.
d. To delete an assignment to the user/group, select the user and/or group for whom you want to cancel the dashboard assignment, and click Remove.
Note: Alternatively, you can also assign a dashboard to a user from the User Details page. For more information, see Creating users. Similarly, you can assign a dashboard to a group from the Group Details page. For more information, see Creating groups.
5. Click Save to define the new dashboard and go back to the previous page.
Optionally, you can click:
Reset to reset the form and remove the information you just entered.
Cancel to cancel the action and exit the current window.
Reset to reset the form and remove the information you just entered.