Navigating the Dashboard Configuration

This article explains the layout of the Dashboard Configuration module to help you locate the settings you need. The interface is organized into a split-screen layout, with navigation on the left and configuration tools on the right.

The Side Menu

The left-hand sidebar is your primary navigation tool. It allows you to toggle between system-wide settings and individual form configurations.

1. Global Dashboard Settings: Located at the very top of the list, this option accesses general settings that apply to the entire application.
2. Form Filters: Immediately below the global settings, you will find tools to help you locate specific forms:
1. Form Categories: Use this dropdown to filter the visible list by category (e.g., "HR" or "Student Services").
2. Filter Forms: Type in this search box to quickly find a specific form by name.
3. Form List: The bottom section displays the list of forms available for configuration, filtered by your selection above.
   

The Action Bar

When you select a specific form from the side menu, the Action Bar appears in the top right corner of the main panel.

This bar contains high-level tools for managing that form's environment, such as adding new configurations, bulk updating messages, or managing shared searches.

Where to find your settings

The module is divided into two distinct areas of functionality. Use this guide to route yourself to the correct section:

Global Dashboard Settings

Select the top Global Dashboard Settings link in the side menu if you need to:

1. Update the Organization Logo or Dashboard Title.
2. Change the destination of the "Help" button.
3. See the "Global Dashboard Settings" article for full details.
   

Form-Specific Configuration

Select a Form Name from the list in the side menu if you need to:

1. Create different dashboard views for specific user roles (e.g., Teachers vs. Admins).
2. Customize the default columns shown in the grid view.
3. Set default search criteria or messages for a specific form.
4. See the "Adding and Editing Dashboard Configurations" article for full details.
   

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