Operational Dashboards: Design Mode

The design mode of a dashboard enables you to configure and manage your dashboard and its components (chart views, list views, and pivot views).

This image shows the design mode of an operational dashboard. This dashboard contains one chart view and one pivot view.

Operational Dashboard Design Mode

At the top-right are these options to manage the dashboard:

  • Settings iconSettings

    Edit the properties of the dashboard.

  • Revert iconRevert

    Revert changes made to the dashboard properties.

  • Run icon Run

    Run the dashboard.

    Dynamically fetches and displays data in the dashboard. Only users who have been granted permissions can view the dashboard's data.

    In Run mode, users will see only the Refresh and Expand options.

  • Refresh iconRefresh

    Refreshes the data displayed in the dashboard, including all the contained views.

  • SaveSave

    Saves the changes made to the dashboard properties.

Each view (list, chart, or pivot) within the dashboard contains these options:

  • Settings iconSettings

    Edit the properties of the chart, list, or pivot view.

  • Object Type iconObject Type

    Options are: Tasks, Alerts, Supplemental Data Forms, and Supplemental Data

  • View Selector iconView Selector

    Options are: Chart View, List View, or Pivot View.

  • Expand iconExpand

    Displays the view in the entire dashboard area.

    This option is shown only when a dashboard contains more than one view.

  • Refresh iconRefresh

    Refreshes the data displayed in the view.