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Dashboard Basics

The Dashboard is the central element for controlling and visualizing process information in the form of Widgets.

To call up a Dashboard, you must first create a dashboard with tabs in the "Configuration". Rights are also required in the user administration.

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You can quickly switch between these 3 tenant areas at any time using the 9-dot symbol in the top right-hand corner of the header.

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Normal Dashboard view


Overview of the Dashboard in Edit Mode

In Edit mode, widgets can be added, modified or copied. When using copy and paste, all signals and settings are automatically copied to the new widget.

Switch to the Edit mode of the Dashboard using the wrench in the upper right corner:

  1. Add new widgets with a pre-defined size or paste from the clipboard.

  2. Edit widget:

    1. Copy: Select the icon to place the widget on the clipboard. Widgets are copied using the following icon:

      Once the icon has been selected, the widget is saved to the clipboard and can be inserted again:

    2. Delete

  3. Add widget with user-defined size.


Sidebar and Navigation between Dashboards

You can use the sidebar to conveniently switch between your Groups. Each Group may contain several Dashboards. The sidebar can be displayed via the menu icon in the upper left corner.

You can use Groups and Dashboards within the configuration to better structure your sidebar.


Edit Mode

To enter the Edit mode, click the wrench and select the menu item: "Edit".

To edit the widgets, the Edit mode must always be activated!

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Save

Any changes made to the visualization of the Dashboard or to the arrangement of the widgets must be saved for the changes to take effect. To do this, click the wrench and select "Save".

Undo changes

To undo the changes that have not yet been saved, click the wrench again - while in Edit mode - to select the menu item "Undo" and review the changes that were made previously, even after saving. If you reload the browser tab or leave the page, this is no longer possible.

Copy

With the "Copy" function, the entire dashboard tab can be copied or copied and linked.

More information can be found at: Copy dashboard tab

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Settings

Under "Settings", placeholders, the dashboard tab name and the entities used in the widgets (signals, events, conditions, etc.) can be edited quickly and easily.

By using "placeholders", the titles of several widgets used in the dashboard tab can be changed quickly and easily.

The "Name" of the placeholder can be entered in the title of several widgets using two curly brackets {{ ... }}. The title of all placeholders can then be changed via the "Value" column.

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Widget configuration with placeholder

Widget

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Widgets

Widgets are easy-to-use program elements that you can use in a variety of ways in your Dashboard to visualize processes and interact with your system. You can find all available widgets in the chapter Widgets.

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