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- To modify one of the existing sample dashboards, you must first create a personal copy. Once the dashboard has been copied, a user can modify its functionality or attributes.
- Click the Options... link in the upper-right hand corner of the default dashboard.
- Select Create Personal Dashboard Copy from the context menu.
- The system creates a user-level copy of the selected dashboard and loads this copy in the display window.
- Modify the name and description of the copied dashboard in the Dashboard Options form.
- Click the Options... link from the upper-right hand corner of the default dashboard.
- Select Edit "<Dashboard Name>" from the context menu.
- On the Dashboard Options form, enter the name of the dashboard in the Name field, and enter a description of the dashboard in the Description field.
- Click OK to save the dashboard and close the Dashboard Options form.
- Delete unwanted parts, as necessary. See Deleting a Dashboard Part for details.
- Delete unwanted areas, as necessary.
- You can only delete areas that have no parts. Therefore, delete the area's parts before attempting to delete the area.
- See Deleting a Dashboard Area for instructions.
- Add new areas to the dashboard, as necessary.
- See Adding a Dashboard Area for instructions.
- See Adding a Dashboard Area for instructions.
- Add new parts to the dashboard areas.
- A dashboard area can contain multiple parts. You can resize, minimize, and maximize the parts in an area. See Resizing a Dashboard Part for details.
- Each Dashboard Part corresponds to a view, button bar, Microsoft Outlook component, a Web browser window, or another of the available Aptify components.
- See Adding a Dashboard Part for details.
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