We are delighted to announce our August-23 release.
Highlights
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The new release will start rolling out on the 9th of August. |
Dashboards
A new intuitive Dashboard Builder
Introducing our new drag-and-drop dashboard builder experience - a powerful addition to iTWO cx that streamlines how you configure your dashboards to facilitate your reporting needs. Easily customise widgets, resize, and arrange them on a single screen without the need to navigate to multiple tabs and pages.
Here is a summary of all the changes
The New Widget and Layout Screens
We have combined the widgets and layout screens to one single page so that you can visually build your dashboard from one single page. No need to create widgets in the widget tab and then add them to the layout in the layout tab.
The available widget remain the same but we have given all the widgets an updated look and feel.
Widgets are separated in to 2 tabs.
New
Unused
The layout area is now a drag-and-drop canvas where widgets can be added via drag-and-drop and removed with ease.
We have also made improvements to the available area where widgets can be displayed when viewing a dashboard. Your dashboards can now show more information your project.
Creating New Dashboards
To create a new dashboard you now simply go to your existing Dashboard list under the configure module and click Create Dashboard
From here you will be able to fill in the details to create the new dashboard
- Provide a dashboard name
- Which group the dashboard belongs to
- Pick a template for the dashboard
- Mode
- Create new folder - will allow you to create a new folder and link the dashboard to that menu item
- Link to existing - will allow you to link the new dashboard to an existing menu item (as long as no other dashboard is linked to that menu item)
- No Folder - will simply create the dashboard without linking it to any menu item. You can do link this dashboard to a menu item at any another time if required.
- Folder path - where you'd like to dashboard to appear in the menu
- Who can access this dashboard - allows you to configure who will be able to see the dashboard.
Creating New Widgets
To create new widgets in the new dashboard interface, click the New tab.
This tab will display all the widget types that can be created.
To create a new widget, simply click and drag it onto the layout and give it a name and click save.
Resize, reposition widgets with drag and drop
The new layout screen allows you to drag and move widgets around. If the drop area has enough space to add the new widget it will add it there and reposition the other widgets to fit the screen.
You can also resize widgets by dragging the border to the size you require. The other widgets will adjust their position accordingly.
Placeholder widgets
We've added a new widget type called a placeholder widget to enable to you customise your dashboard layout to suit your needs.
In the example below you may wish the graph widget to appear in the next row. To do so, we can add a placeholder widget to take up the space to push the graph widget to the 2nd row.
You can also drag the placeholder widget to the position you require to create the exact layout that you require.
You can add as many placeholder widgets to the layout as you need.
Removing a widget
To remove a widget from the layout click on the X icon in the widget hear
When a widget is removed, it will be automatically replaced with a placeholder widget so your layout remains intact.
The widget that is removed will be available in the Unused Tab
Deleting a widget
What's New
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