Latest revision as of 10:56, 14 October 2021

Overview

Are you looking for an easy way to organize your data within your SmartSimple instance? Do you wish that you could create a personalized portal displaying information relevant to a certain topic or certain group of individuals?

SmartSimple’s Personal Dashboards can be easily configured, personalized and shared. you can add charts and list views, as well as aggregates, to a dashboard. These options aid in organizing your information in a way that suits your own preferences.

Configuration - Essentials

Enabling Personal Dashboards

To enable Personal Dashboards, open Global Settings, under the Configuration Menu (you will need to have System Administrator permissions enabled on your account). There are two ways to enable this feature.

1. System Feature Summary

2. System Feature Permissions

Once this has been enabled for your desired role, the option "Personal Dashboards" should be visible in the user menu at the top right corner of your screen.

Select your user menu from the top right corner of your screen.

From here, select “Dashboards”.

This will take you to your Dashboards.

Creating Personal Dashboards

To create a new dashboard, select the New button, and then Dashboard from the dropdown.

In the following modal window, we will name our Dashboard, and select a layout template (These can be changed afterwards).

Select Save to create the dashboard.

We have created our dashboard, but it’s currently empty.

Now is the time for us to add information to our dashboard and make it useful!

To do this select new, and then “Card” from the dropdown.

Here, we can add a title to our card, as well as an icon to symbolize its use.

From the “Type” dropdown, we can select what it is that we’d like this card to be, whether it’s a List View, Chart, or Aggregate.

Select a Type, and in the Entity dropdown, select the entity that this card will belong to. The “Record Set” field allows you to select the list view that the card will pull information from.

If you have selected “Chart” as your option, you will see the relevant fields for creating your chart. If you have selected “Aggregate” you will be able to add an aggregate and relevant fields. When you are satisfied with your new card, press “Save”.

You will then see our card has loaded in the appropriate position. As we mentioned earlier, the layout can be changed to your satisfaction. To change the layout, simply select the “Edit Layout” button and select your new layout, then press Save. You will see your layout changes reflected in your dashboard.

Sharing Personal Dashboards

One of the amazing features of dashboards is the ability to share with particular users, or groups of users.

To share our dashboard, simply press the “Share Dashboard” button at the top. We can then add recipients individually using the “Select Users” lookup, or we can share the dashboard with all users in a particular role by selecting the role in the “Select Role” field. Press “Save” to share your dashboard with your selected users or roles.

Configuration - Advanced

Personal Dashboards vs Portal Dashboards

Appendix

Options and Settings

General Settings

Display Settings

Examples