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.
- 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.
- See Creating a Personal Dashboard or Creating a New Dashboard for information on how to use the Dashboard Options dialog to create user-level dashboards.
- See Creating a Personal Dashboard or Creating a New Dashboard for information on how to use the Dashboard Options dialog to create user-level dashboards.
- Open or create a view of the Dashboards service.
- The Dashboards service is found in the Aptify Framework Administration application.
- The Dashboards service is found in the Aptify Framework Administration application.
- 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.
- 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.
- 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 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.
- 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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