Dashboard Details page

Introduction

This document provides a comprehensive guide for the Dashboard Details Page, including creating and configuring widgets, managing roles, and understanding the layout and functionality for new and existing dashboards.

1. Navigating to the Dashboard Details Page

When a user clicks on the Add Dashboard button from the Dashboard Listing Page, a popup will appear prompting them to enter the Dashboard Name and Description.

Mandatory Fields:
- Dashboard Name (required).
- Description (optional).

Upon saving, the user will be navigated to the Dashboard Details Page.

2. Widgets Displayed on the Dashboard Details Page

For a New Dashboard

Upon creating the dashboard, the following widgets will be displayed. Each widget has a unique icon and accompanying informational text to explain its purpose.

Widget	Info Text
Info Box	To display count from data
Search Box	Search in data set
Workflow	Execute workflow
Table	Reflects data set in table
Bar Chart	Reflects data set in bar chart
Line Chart	Reflects data set in line chart
Display Box	Displays search results

For an Existing Dashboard

When a user opens an existing dashboard:

All widgets will be displayed in disabled mode.
An Edit Mode Toggle will be available for users with appropriate permissions (Edit or Full Access).
- By default, the toggle is in the off state.
- Users with Read Access will not see the toggle but can view the widgets.

3. Edit Mode for Existing Dashboards

If a user has the required permissions and turns on the Edit Mode Toggle:

Modify Existing Widgets:
- Users can click on any widget to edit its configuration.
- Options to update, delete, or copy the widget will be available.
Create a New Widget:
- Users can click on the New Widget button to add a new widget.
Delete Widgets:
- Users can delete widgets directly.
Admin Privileges:
- Admin users do not require explicit permissions. They have full access by default and can perform all actions.