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app:app_dash_screens [2019/05/08 00:01]
dtucker created
app:app_dash_screens [2019/07/25 15:49] (current)
dtucker [Dashboards Setup Screen]
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 ====== APP - Dashboards Screens ====== ====== APP - Dashboards Screens ======
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-**APP Dashboards** 
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 TWBS Advanced Productivity Pack (APP) Dashboards provides the user with an extensive set of tools for the configuration and customization of single or multiple dashboards, including data linking between multiple dashboards. TWBS Advanced Productivity Pack (APP) Dashboards provides the user with an extensive set of tools for the configuration and customization of single or multiple dashboards, including data linking between multiple dashboards.
  
- +===== Dashboards Setup Screen =====
- +
-The APP Dashboards section consists of the following areas: +
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- [[#page769|**APP Dashboards Screens**]] -   The Dashboards module utilizes new   screens and tabs on existing screens in the SAP® Business One system through the User Interface (UI) +
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-{{:app/image59.jpeg}} +
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-{{:app/image6.jpeg?10x10}} [[#page770|**Dashboards Setup Screen**]] -   The Dashboards setup screen allows   the user to configure the dashboards with required information and formatting options. +
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-{{:app/image59.jpeg}} +
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- [[#page772|**Using APP Dashboards**]] +
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-{{:app/image6.jpeg?10x10}} [[#page773|**How To Set Up Dashboards in APP**]] +
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-[[#page774|**How To Create an APP Dashboard**]] +
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-[[#page777|**How To Edit an APP Dashboard**]] +
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-[[#page778|**How To Delete an APP Dashboard**]] +
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-[[#page780|**How To Set Up User Defaults for an APP Dashboard**]] +
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-{{:app/image6.jpeg?10x10}} [[#page782|**Query Tips and Tricks for APP Dashboards**]] +
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-{{:app/image755.jpeg}}{{:app/image756.jpeg}} **[[#page785|SAP® Document Object Type Reference Guide]]** {{:app/image6.jpeg?10x10}} [[#page787|**How To Use APP Dashboards**]] +
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-**APP Dashboards Screens** +
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-TWBS Advanced Productivity Pack (APP) Dashboard Module utilizes new screens and tabs on existing screens in the SAP® Business One system through the User Interface (UI) +
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- [[#page770|**Dashboards Setup Screen**]] -   The Dashboards setup screen allows the   user to configure the dashboards with required information and formatting options. +
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-**Dashboards Setup Screen** +
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 TWBS Advanced Productivity Pack (APP) creates a screen that allows for the administrative maintenance of dashboards. As many as four charts can be grouped together in a single dashboard. TWBS Advanced Productivity Pack (APP) creates a screen that allows for the administrative maintenance of dashboards. As many as four charts can be grouped together in a single dashboard.
  
- +  *  Click the SAP menu option titled <color #22b14c>**Dashboard Setup**</color> under the **<color #22b14c>Administration</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>Setup</color>** {{:app/image35.jpeg?17x16}} **<color #22b14c>APP Configuration</color>** menu groups to load the **Dashboards** setup screen.
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- Click the SAP menu option titled **Dashboard Setup** under the **Administration** -**Setup** -**APP Setup** menus to load the Dashboards setup screen.+
  
 {{:app/image757.jpeg?385x328}} {{:app/image757.jpeg?385x328}}
  
-**Add icon (**{{:app/image758.jpeg?21x26}}**) -** Set the Dashboards setup screen to add a new dashboard definition. +  * **<color #22b14c>Add</color> icon** {{:app/image758.jpeg?21x26}} - Set the **Dashboards** screen to add a new dashboard definition. 
- +  * **<color #22b14c>Edit</color> icon** {{:app/image759.jpeg?34x22}} - Select an existing dashboard definition to be edited. 
-{{:app/image67.jpeg?11x11}} +  * **<color #22b14c>Remove</color> icon** {{:app/image760.jpeg?25x26}} - Remove a loaded dashboard definition. The user will be prompted for confirmation before the definition is removed from the system.
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-**Edit icon (**{{:app/image759.jpeg?34x22}}**) -** Select an existing dashboard definition to be edited. +
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-{{:app/image67.jpeg?11x11}} +
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-**Remove icon (**{{:app/image760.jpeg?25x26}}**) -** Remove a loaded dashboard definition. The user will be prompted for confirmation before the definition is removed from the system. +
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-{{:app/image203.jpeg?723x54}}{{:app/image67.jpeg?11x11}} +
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-**Warning** - Once a dashboard definition has been removed from the system, it **cannot** be recovered and must be re-entered manually. +
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-**Dashboard ID -** Assigns an ID number to the dashboard definition. +
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-{{:app/image67.jpeg?11x11}} +
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-**Dashboard Name -** Assigns a name to the dashboard definition. +
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-{{:app/image67.jpeg?11x11}} +
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-**Link To -** The drop down lists the standard SAP® Business One screens +
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-{{:app/image67.jpeg?11x11}} +
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-to link the dashboard definition to. +
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-**User Defaults -** The drop down lists the SAP® Business One users to enable the +
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-{{:app/image67.jpeg?11x11}} +
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-functionality to provide a mechanism to have a specific dashboard be automatically displayed when a user logs in to SAP® Business One. +
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- **Orientation** - Designate the orientation for the display of the dashboard. +
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- **Full Screen Layout** +
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- **Horizontal Strip** +
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- **Vertical Strip** +
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- **Create button -** Save the dashboard configuration. +
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- **Cancel button -** Close the Dashboards setup screen. +
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- Export button - +
  
 +<WRAP center round important>
 +Once a dashboard definition has been removed from the system, it **cannot** be recovered and must be re-entered manually.
 +</WRAP>
  
 +  * <color #00a2e8>**Dashboard ID**</color> - Assigns an ID number to the dashboard definition.
 +  * <color #00a2e8>**Dashboard Name**</color> - Assigns a name to the dashboard definition.
 +  * <color #00a2e8>**Link To**</color> - The drop down lists the standard SAP® Business One screens to link the dashboard definition to.
 +  * <color #00a2e8>**User Defaults**</color> - The drop down lists the SAP® Business One users to enable the functionality to provide a mechanism to have a specific dashboard be automatically displayed when a user logs in to SAP® Business One.
 +  * **Orientation** - Designate the orientation for the display of the dashboard.
 +    * **<color #00a2e8>Full Screen Layout</color> option**
 +    * **<color #00a2e8>Horizontal Strip</color> option**
 +    * **<color #00a2e8>Vertical Strip</color> option**
  
 +  * **<color #22b14c>Create</color> button** - Save the dashboard configuration.
 +  * **<color #22b14c>Cancel</color> button** - Close the **Dashboards** screen.
 +  * **<color #22b14c>Export</color> button** - Allows for the export of the dashboard information.
  
 +{{:app/image44.jpeg?786}}
  
  
    
app/app_dash_screens.1557288069.txt.gz · Last modified: 2019/05/08 00:01 by dtucker