System Administration

Customize Dashboard Page Display

Dashboard customization allows users to swap out charts and tabular data within shipped dashboards with any chart or tabular data from any other application. This functionality is extended to allow for a multi-tiered setup, which supports site level, role level, and individual user level configurations to be made by customization administrators.

NOTE: The Page Customization page displays only those pages in the WebApp that allow customization. If no pages display on the Page Customization page, no pages are available for customization in that WebApp.

There are three ways to assign page customization:

A user can also Review Dashboard Customization Settings For a User.

Customize the Page to Display for All Users

This level of customization will take precedence over the application defined values.

To customize a page that applies to all users:

  1. Select Admin > Customization > WebApp Customization in Navigation pane.

  2. Click Pages for the WEB APP NAME.

  3. Click Default.

  4. Click Edit.

    View the field descriptions for the Page Extension (Default) page.

  5. Select a dashboard from the Layout ID list box.

    NOTE: This dashboard displays by default for all users who access the selected page.

  6. Click Save.

Customize the Page to Display for Individual Users

To customize a page by assigning an individual user:

  1. Select Admin > Customization > WebApp Customization in Navigation pane.

  2. Click Pages for the WEB APP NAME.

  3. Click By User.

  4. If no records exist, the page displays in add mode. Otherwise, click Add.

    View field descriptions for the Page Extension (By User) Vertical View.

  5. Select a value from the USER ID list box.

    NOTE: The dashboard selected in the LAYOUT ID list box displays to this user when the user accesses the selected page.

  6. Select a dashboard from the LAYOUT ID list box.

    NOTE: Both installed dashboards and custom dashboards display.

  7. Click Save.

Customize the Page to Display for Members of a Security Role

To customize a page by assigning an individual role:

  1. Select Admin > Customization > WebApp Customization in Navigation pane.

  2. Click Pages for the WEB APP NAME.

  3. Click By Role.

  4.  If no records exist, the page displays in add mode. Otherwise, click Add.

    View field descriptions for the Page Extension (By Role) Vertical View.

  5. Enter a value for PRIORITY.

  6. Select a security role from the ROLE ID list box.

    NOTE: The dashboard selected in the LAYOUT ID list box displays to members of this security role when the member accesses the selected page.

  7. Select a dashboard from the LAYOUT ID list box.

    NOTE: Both installed dashboards and custom dashboards display.

  8. Click Save.

Review Dashboard Customization Settings For a User

A system administrator can review customization settings for a user for dashboards.

The Customization Review page shows each user that has access to the page and whether they are inheriting the customization applied to the page via the default shipped values, with an extension or via the role they are assigned to or via a specific user extension. The page could have multiple customizations applied and the User takes precedence over the Role, and the Role take precedence over the Default. The values are changed on the Page Customization page using the Default, Role or User buttons to link to the underlying pages.

A user can review, for all users with access to the WebApp, whether a user views the default dashboards or whether the user has a different dashboard assigned by role or user assignment.

To review customization settings for dashboards:

  1. Select Admin > Customization > WebApp Customization in the Navigation pane.
  2. Click the Pages icon for a WebApp.

  3. Click the Review icon for a page.

    View the field descriptions for the Customization Review page

  4. Click the Review icon for a user ID.