Actions - Create.

This function lets you modify the dashboard metadata and its contents. 

Navigate to the Administration > Dashboard page to manage the dashboards. Select the dashboard from the list, then click Actions > Create to initiate it. 

Enter the dashboard name and the display position number. Click the “Create” button to confirm. 

The new dashboard appears on a new page, as shown below. To use it, drag a dashboard widget from the toolbox on the left to the designer canvas in the center. In the example below, a few dashboard widgets with different data representations are arranged on the canvas.  

Select the dashboard widget and click the “Edit” icon. Provide the title name and change the background and text colors using the drop-down color palette. Click the “Save” button to confirm the configurations. 

Click the “Save” menu to save the dashboard definition. A confirmation message appears in the top-right corner. 

To view the dashboard, go to the UI > Preview menu option. The dashboard preview opens on a new page. 

The new dashboard displays the data point shown below. The dashboard widget shows the count of workflow definitions in the FlowWright application. Hover over the More Info link to navigate to the process definitions page. The link URL appears at the bottom left.  

Actions - Edit (metadata)

This function lets you modify the dashboard metadata and its contents. 

Navigate to the Administration > Dashboard page to manage dashboards. Select the dashboard from the list, then click Actions > Edit to modify the dashboard metadata. 

Make changes to the metadata. Click the “Update” button to confirm. 

The metadata changes have been saved, and a confirmation message appears in the top-right corner. 

Actions - Copy.

This function lets you make a copy of the dashboard metadata and its contents. 

Navigate to the Administration > Dashboard page to manage dashboards. Select a dashboard from the list, then click Actions > Copy to initiate. 

Enter a new name, then click the “Copy” button. 

A copy of the dashboard is created, and a confirmation message appears in the top-right corner. 

Actions - Change Owner.

This function lets you change the dashboard definition owner. 

Navigate to the Administration > Dashboard page to manage dashboards. Select the dashboard from the list, then click Actions > Change Owner to initiate. 

Select the new owner from the drop-down list, then click the “Process” button. 

The dashboard definition owner changes, and a confirmation message appears in the top-right corner. 

Actions - Remove.

This function lets you permanently remove the dashboard from the repository. 

Navigate to the Administration > Dashboard page to manage dashboards. Select the dashboard from the list, then click Actions > Remove to initiate. 

Click OK to continue. 

The dashboard is removed, and a confirmation message appears in the top-right corner.