Administrators can manage the dashboards they share with users in their region by editing, configuring, and/or deleting the dashboards. Editing a dashboard allows you to adjust the name, general appearance, and access. Configuring a dashboard, on the other hand, involves selecting, defining, and placing gadgets on the dashboard. Deleting a dashboard permanently removes it from the system.
To edit shared dashboards
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Point to Setup and in the list, click Dashboards. The Dashboard List page opens.
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Locate the dashboard (if necessary, on the upper right, select the include inactive dashboards checkbox) and on that row, click Edit. The Edit Shared Dashboard page opens.
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Enter changes to the Name or Number of Columns, indicate whether the dashboard is Active, and/or select a different Access option.
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Click Save.
To configure shared dashboards
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Point to Setup and in the list, click Dashboards. The Dashboard List page opens.
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Locate the dashboard (if necessary, on the upper right, select the include inactive dashboards checkbox) and on that row, click Configure. The Dashboard for <Name> page opens.
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Take any of these actions.
If you want to... |
Then... |
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Add a gadget, |
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Resize a gadget, |
Click the lower edge of a gadget and move it up or down. |
Move a gadget, |
Click the gadget title bar and move it to another position on the dashboard. |
Refresh a gadget, |
On the gadget title bar, click the refresh icon. |
Adjust the parameters of a gadget, |
On the gadget title bar, click the gear icon. |
Delete a gadget, |
On the gadget title bar, click the delete icon. |
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When you are done configuring the dashboard, in the upper right, click back. The Dashboard List page opens.
To delete shared dashboards
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Point to Setup and in the list, click Dashboards. The Dashboard List page opens.
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Locate the dashboard (if necessary, select the include inactive dashboards checkbox on the upper right) and on that row, click Delete. The Delete Dashboard confirmation message opens.
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To proceed with deleting the dashboard, click OK.