Editing dashboards
Prerequisites
- Create a dashboard
- Access to the Settings App
Editing dashboards
- click on the "Dashboard " entry in the navigation menu
- click on the "Dashboard " entry in the submenu
- select the dashboard you want to edit from the list. The following operations are now available to you:
| Operation | Description |
|---|---|
| Details | The dashboard details can be called up and edited. |
| Edit | The name and location of the dashboard can be customized. |
| Archive | Dashboards that are no longer required can be archived. |
| Update | Update the dashboard using the dashboard template |
| Detach | Detach the dashboard from the dashboard template |
Details
Clicking on the icon lists the details of a dashboard.
General information
Under the "General information" tab, you can view the data entered when the dashboard was created. Here you have the option of changing information such as the name, location and link (if available) of the dashboard.
Layout
For dashboards of the "Cloud dashboard" type, the layout of the dashboard can be created and edited under the Layout tab
Assignment
Under the "Assignment" tab, you can see which objects the selected dashboard has been assigned to.
Edit
Click on to open a new dialog box. Here you can change the name and location of the dashboard. You also have the option of entering relevant information as a comment.
Archive
You can archive the selected dashboard by clicking on . Please note that you must confirm this action beforehand.
Update
Click on to regenerate the selected dashboard based on the referenced dashboard template.
Delete
Click on to detach the selected dashboard from the referenced dashboard template.