Creating content for users' Dashboard tabs

For each profile, administrators can create content on a default Dashboard tab that is displayed for users who are opening the application for the first time. Administrators can also specify that a panel is locked. When a locked panel is saved, it is pushed to the Dashboard tab for all users in the profile and cannot be edited or removed by users.

Note: If the Global Search component is not enabled, then the Global Search widget is not available for users to add to their Dashboard tabs. If you disable the Global Search component for a profile, then any existing Global Search widgets are removed from users' Dashboard tabs the next time they log on to OpenPages. If you disable the Global Search component for an object type, then any Global Search widgets for that object type will be removed from users' Dashboard tabs. The Static Web Link widget type is always available, but the other widget types will only be available if users in the profile have access rights to the object type related to that widget type. If access rights are revoked for widget types that users have already placed on their Dashboard tabs, then those widgets will be removed the next time the users log on to OpenPages. Similarly, if the Add New capability is disabled for an object type that users have associated with a widget on their dashboard, then that widgets will be removed the next time the users log on.

Procedure

  1. Log on to IBM OpenPages® with Watson™ as a user with the Profiles application permission set.
  2. From the menu bar, select Administration and click Profiles.
  3. Click the name of the Profile for which you want to create a default Dashboard tab.
  4. From the menu bar of the Profiles detail page, click Home Page Tab Configuration.
  5. In the Dashboard row, click Edit.
  6. To add a panel, click Create New Panel.
  7. In the Create New Panel window, type a title for the panel. The name for the panel must be unique. If a user in the profile already has a panel with same name, the name of the user panel is changed. For example, if you create a panel called My Panel and the user already has a panel by that name, the user panel is renamed to My Panel(1).
  8. Under Panel Widgets select a widget type.

    You can add as many widgets as you want by clicking the Add New Widget button and specifying the object type for each widget. The order of widgets in the panel can be changed by dragging them up or down.

  9. When you are finished adding and arranging the order of widgets, click the Create Panel button.
  10. To change the layout of panels in the default Dashboard tab, you can use drag and drop.
  11. Click Done Editing.

Results

When you save a locked panel, it is pushed to the Dashboard tab of all users in the profile and will appear the next time that they log on to OpenPages. In order for the change to occur for all users in the profile, all users must log on to OpenPages after the profile change.

To edit or delete a panel, administrators and users can hover their mouse pointers over the panel and click the edit or delete icon. Users are not able to edit or remove locked panels. When users hover their mouse pointers over locked panels, the edit and delete icons are not available to them.

When you save a panel that is not locked, it appears only on the default Dashboard tab that users see when they open the application for the first time. Unlocked panels are not pushed to users' Dashboard tab. They can be edited or removed by users.