Dashboard Components

You can add up to 12 components to the dashboard workspace.

When you hover over a component in the workspace, a toolbar for that component displays in the upper right corner:

Component hover icons

Table 13-6 Dashboard Components Toolbar

Icon Description

information hover icon

Information: Displays the underlying form details, including the form name, the folder path of the form, and the cube

save hover icon

Save: Saves any changed data and runs any rules associated with the component

refresh hover icon

Refresh: Refreshes the data associated with the dashboard component

chart type hover icon

Chart Type: Changes the chart type associated with the component

actions hover icon

Actions menu:

  • Maximize: Enlarges the dashboard component. Once maximized, click Restore to minimize the dashboard component to its original size.

  • Open Form: Opens the runtime form associated with the component in a dynamic tab next to the current tab.

  • Edit Form: If you have the correct permissions, opens the form associated with the component in the forms editor. The forms editor opens in a dynamic tab next to the current tab.

  • Delete: Deletes a form.