Changes

If your list view does you do not already exist, then create know how to make a list view with the data that you want to chart. Depending on what type of data you would like to visualize (ex: contact information, grants information, etc) then you can access the configuration mode of list views from various parts of the system. See see [[List View Overview#Accessing the Configuring List View Configuration Page|hereViews]] for a table an explanation of how to access all the different functions available with list views for configuration.

If you do not know how to make a The list view, see of a UTA [[List View Overview#Configuring List ViewsLevel 1 Entity]] for an explanation of all the different functions available with list viewsis shown below.

The list view of a UTA [[Level 1 Entity]] is shown below.  :: [[Image:Ichart-list-view-column.png|link=|600px|border]]  '''Note''': If your list view is only going to be used for charts, check '''Configuration Only''' at the bottom of the '''Properties''' page. This feature hides this list view from the '''View''' list, but you can still pick it to view when configuring a [[Portals|portal]].

 After configuring your list view, click the '''Save''' button so that it is stored in the system.

:: {{Icon-Menu}}2. Under the heading '''Configuration'''', select '''Roles & Security.'''

3. Select '''User Roles.'''

'''Note''': You can tell if a user role has their [[Portals|portal]] activated if there is a black dot aligned with the portal column. '''Note''': The first row, '''Common,''' is the option to modify the menu and portal items for all users rather than to undergo this process based on role-specific functionality. The common portal is beneficially used for basic menu items that do not have advanced security permissions or role-based visibility.  The '''Portal '''configuration will be displayed as a tab on the left side menu. If this tab does not automatically appear, ensure that your '''Advanced Options '''(top right of page) is toggled on, and click '''Save '''to refresh the side menu. 

5. On the roles' portal page, select the '''+''' icon under the heading '''Main Menu.''' This will create a new component for the main page that this role sees:: [[File:Portal side menu. png|150px|border]] 

:: [[File:Add 5. On the role's portal page, select the '''+''' icon under the heading '''Main Menu.''' This will create a new component for the main menu portalpage that this role sees.png|800px|border]]

:: [[File:Add main menu portal.png|600px|border]]6. Fill out the caption and description of the main menu item you want to add. When selecting '''Content Type,''' ensure that you select the '''Sections''' option. All other content type options will not allow you to create an interactive chart.

 7. After clicking '''Save,''' a new heading titled '''Sections''' will appear below. Click the '''+''' icon to create a new section.

8. This will bring you to a page to fill out regarding the section containing the list view you want to appear as an interactive chart. Fill in the name and other details, but ensure that your '''Type''' is selected as '''Chart.''' Click '''Save'''.  :: [[File:Add chart portal.png|680px|border]]