Dashboard Management

Purpose

This article describes the usage of Form Data Dashboards as well as:

• How to Create
• How to Modify
• How to Delete

 Introduction

Dashboards are a method of presenting lists of Forms submitted (filled in) for a specific Form Template. Dashboards allow you to define pre-set filters, columns, and sort order useful for providing meaningful data to different groups of users. A single Form Template may have any number of Dashboards used to display data in different ways.  Dashboards are commonly configured to allow the viewing and editing of Form data with security rules applied.  This section will outline how to create and manage Form Dashboards.

For details on Form Dashboard Security, refer to the Form Security help pages. 

Advanced Dashboard features can be found in the Form Dashboards and Reports help pages.

How to Create a Form Dashboard

The Form Data Dashboards Administration screen can be accessed by:

1. Hover over/click on the Forms menu item.
2. Select 'Form Data'.
3. From the Dashboard Management page, select ‘New Dashboard’.
4. Select the Form Template the Dashboard is for.
5. Select the fields in the left-hand list that you want to show in the Dashboard (these will be the columns), and then click the right arrow button.
6. Select the 'Search' button and apply any filter conditions required.
7. Select the 'Save' button.
8. Fill in the Dashboard Name.
9. Select the 'Save' button.

How to Modify an Existing Dashboard

Form Data Dashboards that have been created previously can be edited to change the data being displayed.

To modify an existing Form Data Dashboard, follow the below steps:

1. Hover over/click on the Forms menu item
2. Select 'Form Data'.
3. Select the ‘Edit’ link of the dashboard you wish to modify.
4. Make the required changes.
5. Select the 'Save' button.
6. Save the dashboard or Save as a New Dashboard if required.

You must be assigned the Owner or Editor Security Role in order to edit a dashboard.

How to Delete Dashboards

Form Data Dashboards can be deleted. Caution needs to be taken when deleting a dashboard as they may be displayed in Portals, Pages, and Form Menu Tabs.

 To delete a Form Data Dashboard, follow the below steps:

1. Hover over/click on the Forms menu item.
2. Select 'Form Data'.
3. Select the checkbox next to the Dashboard(s) to be deleted.
4. Select the ‘Delete’ button.
5. Confirm that the Dashboard is to be deleted.

Note: Multiple dashboards can be selected and deleted at once, however, the Forms contained within the Dashboard will not be deleted. For details on deleting Form Data, refer to the Form Instances and Fill-in help pages.