Configuration > Dashboard Configuration
Dashboard Cards Reference
When configuring a dashboard, you select "Cards" to determine what functionality is available to the user. These cards are divided into Primary Cards (main content views) and Secondary Cards (supplemental widgets). Primary Cards These cards act as ...
Manage Shared Searches
The Manage Shared Searches tool provides a central location to oversee the saved searches that have been shared with user roles. A Saved Search is a user-created preset that contains specific filter criteria and optionally a custom column ...
Bulk Update Messages
The Bulk Update Messages tool allows you to broadcast an announcement to multiple user groups simultaneously. This is particularly useful for time-sensitive updates (e.g., "Term 1 Grades are due on Friday") where you need to reach everyone regardless ...
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 ...
Global Dashboard Settings
The Global Dashboard Settings page allows you to control the look and feel of the application for all users, as well as configure system-wide navigation options like the Help button. To access these settings, select Global Dashboard Settings from the ...
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 ...
How to Access Dashboard Configuration
The Dashboard Configuration module provides the tools necessary to control and customize the home page experience for your organization. This module allows you to configure global settings (such as branding and help links) and define role-based ...