Create a Form Dashboard

Purpose

This article will review how to create a form data dashboard.

A Form Data Dashboard is the mechanism used in VisualVault that allows users to display multiple records of form data and then allow them to view, update, or modify data for a selected Form ID Card or Form data instance. It can be an administrative tool allowing owners of the form to view a combination of:

• The form metadata (Form ID, create date, modified date, status, etc.) and the Field level data or
• It can be a tool giving users in the business process data that they need to get their work done. 

It is recommended that the Form ID or Edit links be used as a way to navigate to the actual form. 

• Users may also utilize the right-click accessible context menu to navigate to the form.  

Multiple dashboards may exist for any given form template and its instances. Users may also be restricted to only viewing the data from Form Dashboards depending upon permissions and the columns displayed in the published dashboard.

The following must be completed prior to ensure a dashboard can be created:

• The desired form template would need to be released.
• Desired form fields that should be added would need to be named something other than the default name.
  • Ex: DataField123 will not appear in the Available Form Fields, but First Name, Last Name, etc. will appear in the list.

Additionally, a user who creates the dashboard would need to be an owner to the form template, otherwise, the form template drop down will not have any forms listed.

Steps to Create

To create a form dashboard:

1. As an Owner to the template or a VaultAccess member, navigate to the Form Data Dashboard Administration.
   • This may be accessed from a menu using a different name depending on the organization.
2. Use the New Dashboard button.  
3. In the Select Form Template Drop Down, choose the desired template.  
4. Select the desired fields from the Available Form Fields List and use the right-facing arrow to move to the Select Report Columns list.  
5. When finished, select the Save button.  
6. Enter a name for the dashboard and then use the Save button.