1. Administering Planning
  2. Designing Dashboards
  3. Creating and Managing Dashboards 2.0
  4. Concepts in Designing Dashboard 2.0 Dashboards
  5. Dashboard Workspace

Dashboard Workspace

The large area in the middle of the page between the object palette and Properties panel is the dashboard workspace. In addition to drag and drop, you can use the Search box to specify or search for the data you want to display for each component (a component is an empty object in the dashboard workspace into which you can add a dashboard object, such as a chart or a table). You can add up to 12 components to the dashboard workspace.

If Redwood Experience is enabled and the forms version is Forms 2.0, any forms dropped into the workspace are rendered initially as editable grids. Ad hoc grids dropped into the workspace are rendered initially as tables.

  • The first object that you drag and drop occupies the entire workspace, then drag additional objects from the object palette to the left, the right, the top, or the bottom of the existing component.

  • To move a component to another part of the dashboard, click the component, and then hover your cursor over the upper edge of the component until you see the drag icon. Drag and drop the component to the left, right, top, or bottom of another component and the other components on the dashboard will move and realign.

  • To maximize a component so it fills the workspace, click Actions hover icon, and then click Maximize. The component will fill the workspace, and the other components on the workspace will be hidden. Clicking Actions hover icon and then Restore resizes the component to its original size and makes the other components in the workspace visible again.

  • To change the height and the width of components in the dashboard, perform one of the following actions:

    • Drag the borders of the components within the dashboard workspace

    • Select a dashboard component, then in the Properties panel on the right, click Dashboard 20 Properties Charts icon to view and change the component's height and width.

  • To maximize the overall size of the dashboard workspace, you can resize or hide the object palette and properties panel on either side of the workspace.

  • For a dashboard with a URL component, clicking on the body of the URL component does not switch focus to the URL component. To switch focus to the URL component, either click Alt + W or hover over the URL title bar until you see the cursor change to the move icon move icon, then click to change the focus.

Note:

In the runtime environment, if a user doesn't have access to an object like a form, or if the form is missing, then an adjacent component will take its space. In the designer environment, all empty components are displayed so that the designer can choose to remove them.