Adding and Editing Dashboard Configurations

A Dashboard Configuration defines exactly what a user sees when they access the home page for a specific form. You can create multiple configurations for a single form to tailor the experience for different audiences (e.g., a simplified view for "Teachers" and a detailed view for "Administrators").

To access these settings, select a form from the side menu in the Dashboard Configuration module.

Configuration List

When you select a form, you will see a list of all Dashboard Configurations created for that form.

1. Name: An internal identifier used only to help administrators distinguish between configurations (e.g., "Teachers" vs "Admins").
2. Roles: Displays the specific user roles assigned to this configuration.
3. Cards: Lists the functional widgets (Primary and Secondary) enabled for this configuration.
4. Messages: Displays a preview of the first few lines of the message configured for this view.
   

Managing Configurations

You can manage your dashboard views using the main action bar and the buttons on each row:

1. Add Configuration: Click the button in the top right corner to create a new role-based view from scratch.
2. Edit: Click the Edit button on a specific row to modify its settings, columns, or messages.
3. Copy: Click Copy to open the "Add Configuration" window pre-filled with the settings from that row (excluding roles). This is the fastest way to duplicate a complex setup.
4. Delete: Permanently removes the configuration.
   

Note: The Default configuration is permanent and cannot be deleted.

How Role Assignment Works

The system ensures that a role can only be assigned to one configuration at a time.

1. Automatic Reassignment: If you assign a role to a new configuration that was previously assigned elsewhere, the system automatically moves it to the new configuration.
2. Empty Configurations: If moving a role leaves a configuration with no assigned roles, that configuration is automatically deleted.
3. Default Fallback: Any role not explicitly assigned to a custom configuration will automatically see the Default configuration.
   

Configuration Settings

When you Add or Edit a configuration, the window is divided into three tabs.

General Settings

This tab controls the high-level permissions and layout of the dashboard.

1. Name: Enter a descriptive name for the configuration.
2. Roles: Select the specific user roles that should see this view.
3. Star this form: Check this box to force this form to appear in the "Starred" list for users in these roles. Users cannot unstar it.
4. Default Search: Select a pre-defined saved search to automatically filter the records users see when they load the page.
5. Primary Cards: Select the main content areas (e.g., Listings, Records About Me).
1. Multi-Card Views: If you select more than one primary card, users will see a Switch View dropdown on their dashboard, allowing them to toggle between the different views (e.g., switching between "Listings" and "Records About Me").
6. Secondary Cards: Select supplemental widgets like Messages or Metrics.
1. Reordering: You can drag and drop these items in the list to control the order in which they appear on the user's dashboard.
   

Default Columns

This tab allows you to configure which data fields appear as columns in the "Listings" and "Records About Me" cards.

1. Purpose: These settings determine the initial set of columns a user sees when they load the card.
   

Note: These defaults apply unless a Default Search (selected in the General tab) has its own specific column configuration, in which case the search's columns will take precedence.

1. Available Columns: Lists all fields from the form that are eligible to be displayed as columns.
2. Selected Columns: The specific list of columns that will be enabled by default.
3. Managing Columns:
1. Use the Add and Remove buttons to move fields between the lists.
   
   
2. Reorder: Drag and drop items within the "Selected Columns" list to change their left-to-right order on the dashboard. You can select multiple columns at once and drag them as a group to reorder them efficiently.
   
   

Messages

This tab allows you to compose the content that appears in the Messages widget on the user's dashboard. This space is ideal for posting instructions, deadlines, or important announcements specific to the form.

1. Rich Text Editor: The editor provides standard formatting tools to ensure your message stands out. You can:
1. Use Bold or Italics to emphasize key dates or requirements.
2. Create bulleted or numbered lists for step-by-step instructions.
3. Adjust alignment (left, center, right) to control the layout.
2. Visibility Requirement: This content will only appear if the Messages card is selected in the "General Settings" tab. If the card is disabled, the message is saved but hidden from users.
   

Pro Tip: If you need to send the same message to multiple groups (e.g., "Report Cards are due Friday"), you can use the Bulk Update Messages tool on the main page instead of editing each configuration individually.

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