A Dashboard Template is a set of tabs and snap-ins that a user with Dashboard Template permissions can set up. Using Dashboard Template functionality ensures that a user has snap-ins available and configured as desired by your organization for viewing on the global tab and application-specific tabs.

A  Dashboard Template is usually intended to be applied to multiple users, which saves time and standardizes the user experience.

• A Dashboard Template is limited to a maximum of one global tab plus one tab each for eFinancials, ePO, eService, eSite.
• It is not necessary or advisable to set up tabs that will be empty, i.e., tabs on which you will not be placing at least one snap-in.
• Any number of snap-ins may be placed on any of the tabs that are set up as part of a Dashboard Template.
• Each user may only have one Dashboard Template applied.

The Dashboard tabs and snap-ins that display for a user after login depend not only on whether a Dashboard Template has been applied to that user, but also on the following criteria:

• The applications that make up the system. Snap-ins are application-specific. If an application is not part of a user's system, snap-ins available for that application cannot be displayed on the user's global Dashboard.
• Not every application has snap-ins. Currently, eDex and System do not have snap-ins.

Note

If a Dashboard Template has been applied to a user, the user can still create up to 6 more tabs per application and place any number of snap-ins on those user tabs; however the administrator determines which snap-ins are available to be selected by the user. Using snap-in role and/or user permissions, an administrator can restrict the snap-ins available to the user for selection.

A user must have View Template, Add Template, and Modify Template permissions  in order to see the Dashboard Template menu item, add a template and add snap-ins to the template, respectively. Refer to role and/or user permissions for more information.

1. From the Setup drop-down list, select Dashboard Templates. The Dashboard Templates work area opens.
2. Click Add Template.
3. In the Template ID field, type an identifier for the new template and then click Save.

Note

The Template ID cannot be modified later.

4. Use the Select dashboard to edit button to select a dashboard to work with.
1. Click Add Snap-in on the right-hand side of the screen to open the Select Snap-ins to add tool. Only the snap-ins that are available for that dashboard will be available for selection.
2. Click one or more snap-ins to add to the selected dashboard.
3. Click OK to add the selected snap-ins to the template.
4. Arrange snap-ins on the template exactly as they are intended to be viewed by the user, as the user cannot move these snap-ins.
5. Use the Select dashboard to edit button to select a dashboard to work with, if desired until finished editing dashboards and the snap-ins on them.

1. From the Setup drop-down list, select Dashboard Templates. The Dashboard Templates work area opens.
2. Select the template you wish to delete from the Select template to edit drop-down list.
3. Click Delete Template. A confirmation message appears.
4. Click OK to delete the currently selected template.

To edit a template:

1. From the Setup menu, select Dashboard Templates. The Dashboard Templates work area opens.
2. Click the Select template to edit button to open a list of current templates.
3. Select the template you want to modify from the list.
4. Use the Select dashboard to edit button to select a dashboard to work with.
1. Click Add Snap-in on the right-hand side of the screen to open the Select Snap-ins to add tool. Only the snap-ins that are available for that dashboard will be available for selection.
2. Click one or more snap-ins to add to the selected dashboard.
3. Click OK to add the selected snap-ins to the template.
4. Arrange snap-ins on the template exactly as they are intended to be viewed by the user, as the user cannot move these snap-ins.
5. Use the Select dashboard to edit button to select a dashboard to work with, if desired until you finish editing dashboards and the snap-ins on them.

 

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