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--- versago3:dashboards [2023/02/13 12:44]
dlee created
+++ versago3:dashboards [2023/04/26 09:33] (current)
dlee
@@ Line 1: / Line 1: @@
 ====== Dashboards ======
-**Menus** allow a Versago administrator to create menu structures that more closely follow the needs of specific Roles. A menu provides the ability to display data views, dashboards, and forms in any sequence, and to have custom groupings of functions. A menu takes the place of the default Versago menu structure for the associated role.
+**Dashboards** provide a way to display information from multiple Versago data views in a single page.
-There is a one to one relationship between menus and roles. Any content that needs to appear in a menu must first be authorized for the associated role.
+The Dashboards page provides a list of existing dashboards in the system
-It is important to remember that if custom menus are in use, Versago content must be assigned to a custom menu for it to be displayed. If content is associated with the role but is not added to the custom menu, it will not be displayed for the users in that role.
+{{ :versago3:dashboard01.png?direct&1000 |}}
-The **Menus** page provides a list of existing menus in the system
+  - Click the [**Add Dashboard**] button to create a new dashboard.
+  - Click a row in the listing to edit a dashboard.
-{{ :versago3:dashboard01.jpg?direct&1000 |}}
+  - Click the [**Trash**] icon to delete a dashboard.
-  - Click the [**Add Menu**] button to create a new Menu.
-  - Click a row in the listing to edit a Menu.
-  - Click the [**Trash**] icon to delete a Menu.
 Use the standard icons to the **search, filter** and **show/hide columns**.{{:versago3:ui_std_icons.png?direct&200|}}
@@ Line 20: / Line 16: @@
   * Fields marked with * are required. All other values are optional.
-  * Once a Role is selected, all authorized data views, forms and dashboards will be displayed under the Content panel
-{{ :versago3:dashboard02.jpg?direct |}}
+{{ :versago3:dashboard02.png?direct |}}
+  - Click the +Panel button to select the data view and add a panel
+    * Only data views authorized to the selected roles will be available for selection
+  - Resize the panels based on your needs
+  - Use drag and drop to move panels around
-  - Drag and drop from the Content panel to to either the Quick Actions or Main Menu panels
+<WRAP center round important 80% >
-  - Dots next to the content indicate if an item has already been added. Upper dot indicates Quick Actions panel and lower dot indicates Main Menu
+Since multiple charts can be configured for one data view, make sure to assign the **chart name** to the dashboard panel.
-  - You can drag and drop between the Quick Actions Panel and the Main Menu
+</WRAP>
-  - Use the + sign to add folders
-  - Content placed in the Quick Actions panel are displayed to the user at the top of the menu. The idea of Quick Actions is that they are functions the user uses very frequently.
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