Dashboards are main screen components used for visually tracking data in the system.
Customizations section under Dashboards screen, dashboards to be displayed on the Home Screen are created and managed.

Creating a Dashboard

New Dashboard button allows you to create a new dashboard by setting the dashboard title.
Created dashboards can be saved as drafts and published to become active.

The following components can be added to a dashboard:

• Charts from concepts
• Iframe structure areas
• Timeline

Adding Charts

When adding a chart to the dashboard, the following fields are defined:

• Title
  The name that will appear on the dashboard for the chart.
• Concept
  Specifies the concept to which the data to be shown in the chart belongs. It is also the concept to which the chart definition to be selected is linked.
• View (List)
  Determines which view/list data of the selected concept will be reflected in the chart.
• Date & Time Filter
  Defines by which date field the data will be filtered. Determines which date / date-time field in the concept the date filter on the dashboard will work through. Date and date-time type fields of the concept are listed and only one field can be selected.

Adding Iframe

When adding an iframe component to the dashboard, the following information is defined:

• Title
  The title of the iframe component on the dashboard.
• Description
  Informative description about the iframe content added.
• URL
  The link of the page to be displayed in the iframe.

Saving, Publishing and Preview

• Dashboards are created as drafts with the Save button.
• The data displayed on the dashboard belongs to the published version of the dashboard.
• The effect of changes can be checked before publishing with the Preview button.
• For changes to take effect, the dashboard must be published.

Active / Inactive Dashboards and Default Dashboard

• Only active dashboards are listed on the Home Screen.
• Inactive dashboards are not shown on the home screen.
• In the Robosme application, there must be at least 1 active dashboard.
• If there are multiple active dashboards, one of them is set as the Default Dashboard.
• Default dashboard:
• Cannot be made inactive
• Can be removed from default first and then made inactive
• Unless the user selects a different dashboard as default on the home screen, the system-defined default dashboard is displayed.
• Other active dashboards can also be viewed from the Home Screen.