Create a dashboard - HxGN SDx - Update 64 - Administration & Configuration

This functionality was modified in an update. For more information, see Create a dashboard (modified in an update).

eLearning is available for this topic. Check it out here: HxGN SDx® | InsightViews - Create a Dashboard

1. In the Dashboards feature set, select Create Dashboard.

2. Type the name of the dashboard and a title. The Title is displayed in the Web Client when the dashboard is opened.

   You can also enter a description to help identify this dashboard.

3. Select the type of dashboard required.

4. To make the dashboard available to other users, select Published. You can leave this option cleared until you have finished making your changes and select it at a later time, as described in Update a dashboard.

   The Published flag provides a quick and simple option to control whether the dashboard is available to end users without modifying the access groups.

5. Select the template to use to layout the new dashboard.

   For a context panel dashboard, the most appropriate templates to use are indicated with a star .

6. Click Next to move to the next page of the wizard.

7. Select at least one interface definition for the dashboard. This option is not applicable to home screen dashboards as they aren't related to a specific object.

8. Select the access groups who will be able to access the dashboard.

9. Click Finish to create the dashboard.

   You can update the dashboard title and access control as described in Update a dashboard.

10. Configure the widgets to display on the dashboard. For each widget, click , and either:

    • Create a widget or

    • Select an existing widget to display.

    Click to update a widget on the dashboard.

    What example widgets are provided?

    To see how each widget is created, in the Dashboards feature set, select Widgets, and click on the name of the widget to see its properties.

    Name	Type	Description	Compatibility
    HEX_Todo_List	ToDo list	Lists all tasks, assigned to me, unassigned, and unclaimed across all accessible scopes.	Home screens only
    HEX_Tag_Asset_Details	Form	Lists the asset related to the selected tag. Shows the following asset properties: Name, Description, Serial Number, Model, Manufacturer.	Dashboards only
    HEX_Tag_Details	Form	Shows the selected tag details. The properties shown are: Name, Description, Safety Critical, Criticality Rating.	Dashboards only
    HEX_Tag_Open_Change_Requests	Count	Lists change requests (with the status of IN PROGRESS, OPEN, or APPROVED) which are related to the selected tag. Shows the following change request properties: Name, Description, Priority, Status.	Dashboards only
    HEX_Unit_Details	Form	Shows the selected unit details. The properties shown are: Name, Description, Area.	Dashboards only
    HEX_Unit_Tags	Grid	Lists tags related to the selected unit. Shows the following tag properties: Name, Type, Status.	Dashboards only

    The following widgets are provided for 3D Project As-Built databases only:

    Name	Type	Description	Compatibility
    HEX_3D_Quick_Access	3D Quick Access	Shows a list of filters that can be used to access 3D models.	Dashboards and Home screens
    HEX_MOC_Actions_Progess	Count	Lists all change actions which are in progress or approved. The properties shown are: Name, Description, Project, Priority, Type, Status, Config.	Dashboards and Home screens
    HEX_MOC_Actions_Pending	Count	Lists all open change actions. The properties shown are: Name, Description, Project, Priority, Type, Status, Config.	Dashboards and Home screens

11. Check your widgets are returning the expected results as described in Check the status of a widget.

    You can select > Preview Page to see a preview of the dashboard. You can also preview an individual widget by hovering over it and selecting . When previewing widgets, they are displayed as view-only and you can't interact with them. Widgets aren't previewed if they rely on an object to be selected first.