About Pages and Dashboards
  • 27 Jul 2022
  • 3 Minutes to read
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About Pages and Dashboards

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Overview

Pages are visual Designer Elements that showcase multiple Decisions elements and/or data. Such elements allow users to complete tasks/provide functions such as:

  • Embed an external Web Page 
  • Provide information on Process tracking
  • Display Reports and user-created Forms
  • Act as a user Dashboard
Elements used on Pages may range from Simple Tiles as a means of displaying an individual piece of data to Reports that display complex Lists of data.

Dashboards refer to Pages that are comprised of multiple Designer Elements/Page Components. They are typically used as the face of End-User maintenance or as operation for an application due to their ability to display/utilize Reports, Tiles, Action Buttons, and more simultaneously. 

Pages and Dashboards have different technical functions but are referenced interchangeably as they showcase the same data.

The following document introduces some elementary concepts and functions of Pages and Dashboards in Decisions. 

Additional Resources 
For more information on Pages/Dashboards and how to set them up, see:

Add Page/Dashboard and Page View

 Once a Page/Dashboard has been created, it can be attached to a Folder so that when the Folder is selected by the End-User, the Page/Dashboard will appear instead of the typical Folder View

This View is referred to as the Page View.


Add Page Report

One of the primary functions of Pages/Dashboards is to act as a vessel for a Report. To expedite the Page creation process, users may utilize the Add Page Report feature. This Action creates a Page that changes the default Folder View to a Page that consists of a single Report Viewer and a data panel for selected items within the Report on the user-specified Folder


Add Embedded Web Page

By utilizing the Add Embedded Web Page Action on a Page/Dashboard in Decisions, users are able to embed a desired web page in their Decisions environment. This allows users to bring an additional element of personalization or provide access to resources such as external knowledge bases, or a company's website.


Page Components and Configuration

Page Components are the individual pieces that compose a Page/Dashboard. They are added to the workspace by drag and dropping them from the Page Elements tab on the left-hand side. 

Similar to other Designer Elements, after being added to a Page, components may be configured via the Properties tab to the right. By adjusting their Properties, users may control features of the Page Components such as the component's appearance, Behavior, and position.

Typically, Page Components are used to display data that is relevant to a Report that the Page references. To ensure that the most accurate data is captured at run-time, the Page Designer does not refresh during at  Design time. Selecting the Preview button from the top Action Bar of the Designer provides a preview of the completed Dashboard at run-time. 

Note on Page Component Data
Note that Page Components must source data from a different source; they are not data sources themselves. 

Any Page Element can be added to the Favorite Components field by hovering over the name of the Page Element and clicking the star that will appear. In addition, the Designer can search for any component in the search bar, if it cannot be found by navigating the sections.

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Explorer 

This tab shows all the Page Components that are being used on the Page/Dashboard in its present state, as well as any Page Components inside of Containers

Additional Information 
Page Containers refer to the element that holds the Page Components present on the Dashboard

Selecting one of the items in the list of elements highlights it and provides a quick Action Menu for the component in the editor workspace on the left side.



Tab Editor

This tab allows the Designer to sort and organize what order the Page Components will be hit when the end-user uses the ‘tab’ keyboard function.

For this example, with the configuration set in the screenshot below (while the Page/Dashboard is being viewed, not edited), tabbing through the Page/Dashboard will first highlight the ImagePart, then the TextBlock, followed by the ReportViewerPart, and lastly the TilePart. Use the up and down arrows to change the position of a Page Element.

2019-10-21_16h51_26.png



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