Specifying Dashboard Properties

Use the Dashboard Page Administration page (PTAL_DASHBD_ADMIN) to specify dashboard properties including the dashboard’s location in the menu structure.

Navigation:

On the Manage Dashboard Pages page:

  • Click the Create new dashboard page link.

  • Click the Properties button for an existing dashboard definition.

This example illustrates the fields and controls on the Dashboard Page Administration page. You can find definitions for the fields and controls later on this page.

Dashboard Page Administration page

Enter the following dashboard properties:

Field or Control Description

Dashboard Name

Enter a unique identifier for the dashboard. This field is required.

Dashboard Label

Enter the label that appears in the navigation. This field is required.

Long Description

Enter a description that appears as the tool tip text.

Keywords

Enter a keyword or keyword phrase to be stored as a content reference attribute.

Note: Two content reference attributes are created: KEYWORD (to store the keywords in the base language) and KEYWORD_LNG (to store the keywords in the current session language).

See Defining Content References for more information on content reference attributes.

Owner ID

Select the organization that owns the object.

Dashboard Page Link

Use these fields to specify the location of the dashboard page link in the menu structure.

Field or Control Description

Parent Folder

Enter the name of the navigation folder in which you want to place the dashboard page link. Click the look up button to access the Select the Dashboard Link Parent Folder page.

Sequence number

Enter a number to specify the order of the dashboard link within the parent folder.

Security

Use the fields in the Security group box to specify whether access to the dashboard is restricted by permission list and role or unrestricted and available to all users.

Field or Control Description

Security Type

Select from these values:

  • Public Access: Select to allow all users to view and access the dashboard.

  • Select Security Access: Select to specify PeopleTools Security access, which is based on permission lists and roles. When you select this option, the Selected Security grid appears.

Selected Security

Insert rows into the Selected Security grid to specify the permission lists and roles that provide access to the dashboard. You can combine permission lists and roles by inserting multiple rows in the grid.

Field or Control Description

Type

For each row, select from these values:

  • Permission List: Select to secure the dashboard by permission list.

  • Role: Select to secure the dashboard by role.

Name

Specify the permission list or role name that provides access to the dashboard. Click the look up button to see a list of available names.

Save

Click to save the configuration and return to the Manage Dashboard Pages page.

Cancel

Click to discard any changes and return to the Manage Dashboard Pages page.