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Modifying the Scope and Rank of a Dashboard

An administrator can change a dashboard's scope and rank as necessary (following the criteria described About the Dashboard Services Hierarchy) to configure the system to display a particular dashboard for a particular user.

The following steps describe how an administrator can create a new dashboard and then modify its settings to deploy it globally, or to a group or user.

  1. Use the Dashboard Options dialog to create a new dashboard, either by copying and modifying an existing dashboard or creating a new dashboard from scratch.
  2. Open or create a view of the Dashboards service.
    • The Dashboards service is found in the Aptify Framework Administration application.

  3. Open the record for the dashboard you created in Step 1.
    • Dashboards created using the Dashboard Options dialog are personal dashboards that have a Usage Scope of User and are linked to the specific User who created it.
    • Note that access to a dashboard is controlled by the Usage Scope and Group/User fields. The User Permissions and Group Permissions tabs are reserved for future use.

      User Scope Dashboard
  4. Change the dashboard's Usage Scope.
    • If you want the dashboard to be available to all users, change the value to Global.
    • If you want the dashboard to be available to members of a specific group, change the value to Group and enter a group in the Group field.
      • Note that for dashboard selection purposes, a user is associated with only one group (his/her Primary Group). A user is assigned a Primary Group in the Users record. 

        Modify Dashboard Scope
  5. Modify the Rank value as necessary.
    • If you created a new dashboard from scratch, the default rank is 0. If you created a copy of an existing dashboard, the copy's rank is the same as the rank for the dashboard you copied.
    • If two or more dashboards have the same scope and the user has not specified a default dashboard, the system displays the dashboard with the lowest rank.

  6. Save and close the record.

 

After saving a dashboard with a Usage Scope of Group or Global, you can no longer use the Dashboard Options dialog to modify it. The Dashboard Options dialog is only available for User-scope dashboards,

 

 

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