Dashboards

The Add/Edit Dashboard dialog allows users to add/edit/manage Dashboard Tabs that will appear on a selected user dashboard or template. Users can also manage website links that will be available using the dashboard Links tool.

Settings

Dashboard Tabs

Add

Adds a new dashboard tab record to the grid on the left.

Edit

Edits the dashboard tab record selected on the left.

Delete/Remove Tab

Deletes the dashboard tab record selected on the left. If the tab is a shared tab, the button will read remove tab. This is because shared tabs cannot be edited by the user.

Share Tab

Marks the dashboard tab record selected on the left as a Shared Tab. Once a tab is shared the user can no longer edit it in their dashboard. It must be edited using the Manage Shared Tabs tool.

Copy Tab

This allows a user to create a copy of a shared tab on their dashboard. This allows them to have an editable copy of the tab; however, the copy will not be updated if the shared tab is updated.

Preview All

Provides a preview of the Dashboard and its tabs.

Moves the selected tab record up one space in the grid. The order of tabs in the grid is the order they will appear in the web.

Moves the selected tab record down one space in the grid.

Links

Add

Adds a new link record to the grid on the left.

Edit

Edits the link selected on the left.

Delete

Deletes the link selected on the left.

Moves the selected link record up one space in the grid. The order of links in the grid is the order they will appear in the web.

Moves the selected link record down one space in the grid.

Dashboard tools

Apply Template

Allows users to select a template to apply to this dashboard/template.

Save

Saves all edits

Cancel

Cancels all edits made

To add a tab click the Add button or select a tab on the left and click Edit. The following window will appear:
Fill in a Name. This is required and will be displayed in the dashboard.
Fill out other desired information, and add the desired frames.
Click OK to close the window.

More information about configuring Dashboard Tabs.

Select the tab to share with other users.
The following window will appear with the warning that after a tab is shared it cannot be edited from the users dashboard setup:
For more information about shared tabs go here.

Click the Add button, or select a link on the left and click Edit.
The following window will appear:
Enter a name for the link in the Display Text field.
Enter the full URL. Absolute and Relative paths are accepted (e.g. Absolute path: http://www.Lucity.com/). You can also include mailto links allowing users to send email directly from the web (e.g. mailto:help@lucity.com).
Click OK to close the record.
The Links will be added to the drop-down list in the dashboard toolbar. A sample of this Links list as it appears on the Dashboard is shown below:

To apply an existing Template to the user's Dashboard, click the Apply Template button. The following dialog will appear:
Select an Available Template from the drop down list and click Apply.
The template's Views, including Frames and Plugins will automatically be added to this user's Dashboard.
Note: For information on creating templates, consult the Templates topic.