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FieldDescription
NameThe name of the dashboard.
OwnerUser that owns the dashboard.
PublicIf ticked, all users can view and edit the dashboard. If not ticked, only the owner can view or edit the dashboard.
All Users Can View DataIf checked, this specifies that all users can view this dashboard by default (provided they have the basic privilege to view dashboards). If this field is not checked, then access to the dashboard is controlled by dropping user groups onto the stream's "User Groups" tab.
Open MaximisedIf ticked, the dashboard opens fills the whole screen when it is opened.
Show Toolbar 
Menu

This tab shows the Lists and Buttons which holds Stream Actions that can be applied for this Dashboard. Lists can hold Buttons and other Lists creating multi level menu.

There are two ways to add Lists and Buttons:

  • Click on the Actions icon at the top of the grid. A popup window will appear listing all the available actions. Drag an action from this popup form onto the grid. If you drop onto an existing Button you will be asked if you want to create a new Button or to create a list which will hold new Buttons and the Button the Actions you dropped onto. If you drop onto an existing List the selected Actions will be added to the List.
  • Use the '+' icon at the top of the grid. You can decide if you want to create a Button or a List.

 

You can add new Lists and Button to the existing List by following the same steps.

See the Action Button Details form for details of each Action Button.

DescriptionDescription of the dashboard.
User Groups

Adds a User Group to the User Group list. See the Role Details form.

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