(Fluid only) Creating Sections on Fluid Dashboards

Use the Section Assignments page (PTSYSTABSECTIONS) to create sections and assign tiles to a fluid dashboard or load tiles dynamically using an application class. (This page is similar to the page for sections assignments on homepages. The process is also similar.)

Note:

PeopleTools 8.62 provides greater control on the styling and layout of dashboards and sections. For more information, see Understanding Advanced Sectionalized Homepage Development.

Navigation:

On the Tab Content page, select the Section Assignments tab.

This example illustrates the fields and controls on the Section Assignments page for dashboards. You can find definitions for the fields and controls later on this page.

Section Assignments page for Dashboard
Field or Control Description

Import Section

Select to copy a section definition from a section template. The section template is saved in the Fluid Section Templates folder.

For more information, see Importing a Section in Homepages and Dashboards.

Re-Sort Display

After you've created sections, assigned tiles to the sections, and set the order for the tiles, select the Re-Sort Display button to sort the display of sections and tiles by their order number.

View in New Window

The View in New Window button is not available in Add mode. The button appears after the Section Assignments page is saved.

Administrators and application developers can use this button to see the developed homepage as is in a new tab on the browser. You should note that this is merely a quick navigational access to see the homepage as you set the layout of the homepage with its sections.

When the button is selected, the homepage definition is first saved so that all changes made to the homepage can be viewed. The re-caching of the homepage may cause the performance to be slow. If any errors are encountered while saving the homepage definition, the view in new window operation is stopped.

Note: If you're editing an existing homepage that is available to end users and select the View in New Window button, the updated homepage will be available to end users, so developers should use standard development practices to minimize the impact to end users who are using the existing homepage.

The following prerequisites should be fulfilled to view the homepage:

  • Administrators and application developers must have permissions to access the homepage.

  • The current date must be within the valid from and valid to dates specified for the homepage. If not, an error message is displayed.

Unassigned Tiles

Displays the number of tiles that are not assigned to any sections; the number decreases as you assign tiles to sections.

Unassigned tiles are placed in the standard homepage area, that is, at the top of the homepage. These tiles are ordered on the homepage based on their portal sequence number.

Total Tiles

Displays the number of tiles that you selected on the Content tab.

Sections

Rules for managing a section:

  • A section can contain several tiles.

  • If a section does not contain any tiles, the section is not displayed on the dashboard.

    You can use the empty-section tile, which is an administrator controlled tile, to ensure that the section is displayed. See Configuring Tiles for an Empty Section.

  • Ensure that the sections with the Req-Fix behavior are grouped together at the beginning of the dashboard.

Field or Control Description

Section Name

Enter a unique ID for the section definition. It should be unique within a dashboard.

The value that you specify in the Name field can consist of up to 30 letters, digits, and underscores ( _ ). It cannot contain any spaces and cannot begin with a digit.

Section Label

Enter a label for the section. The label is visible to all users who can view this section.

Section Behavior

The behavior types that are applicable to homepages are also applicable to sections. The behavior types are as follows:

  • Optional

  • Opt-Dflt (optional default)

  • Req-Fix (required fix)

  • Required

Hide Section Header

Select to not display the text in the section header including the image, if specified.

Disable Collapsible Section Header

When you select this option, the section header cannot be collapsed, that is, the section header remains expanded.

Loader Class

Enter the full local path of the application class used to load tiles dynamically in the associated section. It is an extension to the base class PTNUI:Dynamic:DynamicLoader.

For more information, see PeopleCode API Reference: DynamicLoader Class Methods.

Order

Enter a value to designate the order of the sections when multiple sections are defined on a homepage.

The order number determines the sequence in which the sections appear on a homepage. The section with the lowest order number appears first. If any order numbers are identical, then the sequence is alphanumeric.

Note: The section order is solely controlled by the order number specified here.

Disable End User Personalizations

By default, end-user personalization is disabled for sectionalized dashboards.

See (Fluid only) Disabling User Personalization for Dashboards.

Allow Rename

When end-user personalization is disabled for a dashboard, the renaming of a dashboard is also automatically disabled.

Section Image

Select an image to display in the section header. The image should be displayed beside the section title.

Tiles

The Tiles grid appears after you create a section, which enables you to assign tiles for the section.

Rules for assigning tiles to a section:

  • A tile can appear only once on a dashboard.

  • Ensure that the tiles with the Req-Fix behavior are grouped together at the beginning of the section.

  • Empty-section tile must be assigned the Req-Fix behavior and should be placed as the first tile in a section. See Configuring Tiles for an Empty Section.

Field or Control Description

Assign

Clicking the Assign button displays the Tile Assignment page where you can select tiles to insert into the section.

Label

Displays the label of the tile.

Behavior

Displays the behavior of the tile that you specified for a tile on the Content tab. However, you can modify the behavior type as required.

Order

Enter a value to designate the order of the tile within a section.

The order number determines the sequence in which the tiles appear in a section. The tile with the lowest order number appears first in a section. If any order numbers are identical, then the tile sequence is alphanumeric.

Note: The tile order is solely controlled by the order number specified here.

Section Attributes

Use the Section Attributes area to specify stylesheet, style classes, and other attributes that are applicable at the section level.

See Styling Homepages and Dashboards Using CSS Variables and Applying Styles from Delivered Style Sheets for more information on attributes and its values for section level.

Importing a Section

You can import the section templates that are stored in the Fluid Section Templates folder into a dashboard.

The steps to import a section into a dashboard are similar to importing a section into a homepage.