Managing Dashboards in New Look
Overview
Starting with DWP v.12.1.0 the system has a new Widget Layout type that allows creating and managing interactive dashboards in an easy and fast way.
Interactive Dashboards are available for the New Look design only.
Examples of such Dashboards are the Service Desk Dashboard and Service Catalog Dashboard, which can also be extended with new Widgets and personalized or you can create a new Dashboard and fill it with the Widgets you need.
Creating a Dashboard
The best way to create a new dashboard by an Administrator is to create a Navigation Item that opens the Dashboard when configuring the Action on Click. See also, Navigation Items page.
The newly created Dashboard looks as follows:
Use actions to configure the Dashboard.
Actions
The following actions are available for New Dashboards:
Force Reload: by default, the dashboard data is cached for 30 minutes to maintain optimal performance. Use the Force Reload to get changes instantly. The cached time can be managed by the system Adminisrator in the Frontend Settings section of the the Global System Settings.
Edit: for all users that have access to the application, allows personalizing the displayed widgets, i.e. choose which ones to show or to hide, change the size of the widget or the order or area where it is displayed. Additionally, the edit mode allows the creation of new widgets and sharing them with other users.
Back to Original: reverts the applied changes to the default view. Widgets created while personalizing the dashboard or shared widgets are hidden but not removed.
Publish Layout: this action publishes the customized layout for all users and makes it a default view. Make sure you have configured and granted access for the new widgets to other users who should see them with Share action, otherwise, it will be published only for the current user.
Revert Published Layout: reverts the changes that were applied by the Publish Layout action.
Adding Widgets
There are several ways to add and configure a new widget to show your data on the Dashboard:
- From the Dashboard Configuration mode
- From the Dataset View via Group by column filtering
Dataset View: Group by Filter
A simple way to create a Widget and add it to the Dashboard is based on grouping data in the Dataset View.
- Open a Dataset View, for example, Service Catalog Application → Service Portfolio
- Group Services by Status column:
- Click the Show as Chart in the Group by area:
- The page opens in the default configuration mode.
Other available modes are:
Expand Data: hides the Widget configuration area and expands the actual data 
Default: displays Widget configuration and grouped data on the same page 
Expand Widget: expands the Widget preview and configuration while hiding the data used for its creation
- Configure Widget type and properties in the Add New Widget area. For more details on how to configure Widgets properties depending on the Widget Type, see Widgets: Standard Widgets Library & Configuration page.
- When ready, click Save and choose the Dashboard to which the New Widget should be added. The list suggests all available Dashboards in the current Application:
- Open the selected Dashboard to see how the created widget will be displayed:
- Personalize the Dashboard if necessary.
Dashboard Configuration mode
To add a new Widget from the Dashboard:
- On the Dashboard page, click Edit action to open the Dashboard Configuration mode
- Click + Add New
- Choose from the standard widget types that are divided by categories as described below
- Provide a widget Title
- Select Widget type
- Configure available widget options as described in the Widgets: Standard Widgets Library & Configuration page
- If necessary, personalize the Dashboard and readjust the widgets' displaying order, size, and grant access to other users or groups who need to see it with Share action
- Click Save & Done Editing to save your changes.
Personalizing Dashboard
The following steps should help you manage your dashboard layout, making it more efficient and tailored to your needs.
Click Edit action to open the Dashboard Configuration mode. In this mode, you can reorder, resize, manage widgets' visibility, copy and edit existing widgets, create, edit, and remove new widgets, and share them with all, specific groups, roles, or users within your organization.
Done Editing applies changes only for the current user. You can always redo changes and go Back to Original view, or in case you are in the appropriate user role you can Publish Layout for your organization.
Reordering
To change the position of widgets:
- Click on the Edit action to enable the Dashboard Configuration mode
- Click on the widget, hold it, and drag it to the new position on the dashboard
- Release it to drop the widget in place
- Click Done Editing to apply changes
Resizing
To adjust the size of a widget:
- Click on the Edit action to enable the Dashboard Configuration mode
- Hover over the top, bottom, right, or left edge of the widget with
dots icon until you see an arrow icon - Click and drag the edge to resize the widget
- Release the drag when the widget is resized appropriately
- Adjust the other widgets' size if necessary
- Click Done Editing to apply changes
Widgets Visibility
To show or hide specific widgets:
- Click on the Edit action to enable the Dashboard Configuration mode
- Look for a list of widgets in the Dashboard Configuration panel
- Use the Hide icon to disable the widget displaying on the Dashboard
- Click the Add icon to show the widget on the Dashboard
- Click Done Editing to apply changes
If the widget is currently displayed on the Dashboard it will be highlighted on the Dashboard when you hover over the widget in the Dashboard Configuration panel.
Copy
To create and edit a copy of the existing widget:
- Click on the Edit action to enable the Dashboard Configuration mode
- Look for a list of widgets in the Dashboard Configuration panel
- Click on More Actions icon with 3 dots next to the widget you need
- Click on the Copy action:
- Adjust the Title, Widget type and suggested parameters according to the chosen Widget type:
- Click Save in the Dashboard Configuration panel
- Click Done Editing to apply changes
The widget is shown only on your Dashboard. You can share this widget with other employees within your organization with Share action or, if the action is available for your user role, Publish Layout and make it available for all users.
Delete
To delete the widget from the Dashboard:
- Click on the Edit action to enable the Dashboard Configuration mode
- Look for a list of widgets in the Dashboard Configuration panel
- Click on More Actions icon with 3 dots next to the widget you need
- Click on the Remove action:
- Click OK to confirm:
The widget is completely deleted and is no longer shown in the list of widgets of Dashboard Configuration panel. You can remove only the widgets that you have created. This action is not available for other standard or shared widgets but you can still hide or show them on the Dashboard by adjusting widgets visibility. - Click Done Editing to apply changes.
Share
To share the widget that you have created with other users:
- Click on the Edit action to enable the Dashboard Configuration mode
- Look for a list of widgets in the Dashboard Configuration panel
- Click on More Actions icon with 3 dots next to the widget you need
- Click on the Share action:
- Choose from the suggested options:
- Share With All
- Share With Specific Groups or Roles: add user role(s) or specific users on the corresponding tab
By default, if permissions are not set, the widget is not shared with other users and is displayed only on your personalized dashboard.
- Click Finish to apply changes.
Share action is available to any user who has access to the Dashboard. The shared widget is not immediately displayed on the Dashboard of the users with whom it's been shared. It is added to the list of other widgets in the Dashboard Configuration panel as hidden. You can hide/add the widget to the dashboard by managing its visibility.
Add New Widget
There are several ways to add and configure a new widget to show your data on the Dashboard:
- From the Dashboard Configuration mode
- From the Dataset View via Group by column filtering
For more details on how to add a new Widget, see Managing Dashboards in New Look page and Widgets: Standard Widgets Library & Configuration for properties configuration.