The Dashboard

1. Click the Create dashboard icon in the dashboard footer if you want to create a new dashboard. Select the Dashboard button or another button in the footer bar and then click the Edit widget icon if you want to customize the default dashboard or another dashboard you have created.

   The dashboard customization interface appears.

2. Click the Widget selection icon on the dashboard customization interface.

   The Widget selection menu appears.

3. The Widget selection menu provides you with the following design options:

   Image

   In order to upload an image from your local file system to your customized dashboard, click the Image item in the Widget selection menu and click the Add image icon in the Image widget dialog that appears. You cannot upload images larger than 1 MB.

   Task list

   If you want to add a task list to your dashboard, click the Task list item in the Widget selection menu and enter a title for the task list in the widget dialog that opens.

   If you have accepted the task list widget, you can enter tasks in a list on the customized dashboard via an input field, which you can sort, check off, and delete individually.

   The task list is saved in your browser's local cache. It is therefore only available to you at the workstation where you created the task list.

   Recently edited and created objects

   You can add the list of recently edited or recently created objects, as you know them from the default dashboard, to your customized dashboard by clicking the Recently edited and created objects entry in the Widget selection menu.

   Web page

   To add a webpage to your dashboard, you need to click the Webpage item in the Widget selection menu and enter a full and valid URL and title in the Webpage widget dialog that opens. If the URL input is correct, then you will see a preview of the web page in the widget dialog.

   Due to special technological reasons, it may happen that webpages cannot be shown despite entering a correct URL.

   Objects to be filed

   The list of objects to be filed is also a design element, which you already know from the default dashboard; however, you can give its own name in the Objects to be filed widget dialog.

   If you do not want to place this widget on your dashboard, then you can also get the information about objects to be filed from the yuuvis® bar (see The In-tray).

   Unread messages

   The list of unread messages is also a design element, which you already know from the default dashboard and that you can give its own name in the Unread messages widget dialog.

   If you do not want to place this widget on your dashboard, then you can also get the information about unread messages from the yuuvis® bar (see Inbox).

   Quick search

   You can add the quick search field, as you know it from the default dashboard, to your customized dashboard by simply clicking the entry in the Widget selection menu.

   Hit list or hit count

   You can use this widget to integrate the results of saved search requests (see Saving Searches) into your dashboard as a hit list or as the number of hits. After you have selected a saved search request in the Hit list or hit count widget dialog, you are offered further configuration options, such as displaying the number of hits or sorting hits according to various criteria.

   If you have applied the widget, it will offer you additional functions on the customized dashboard:

   • Open in search dialog

     Opens the search dialog with the search criteria of the saved search request. You can adjust the search request in the search dialog.

   • Open in hit list

     Opens the hit list of the saved search selected in the widget. The hit list view is displayed in a new browser window when you simultaneously press the Ctrl key while clicking the Open in hit list icon.

   • Refresh

     Starts the saved search request linked to the widget and updates the hit list displayed in the widget.

   Chart

   You can use the chart widget to integrate the results of saved search requests (see Saving Searches) into your dashboard. After you have selected a chart type (Bar, Pie, Ring) and a saved search request in the Chart widget dialog, you will be offered further configuration options:

   • Attribute for aggregation

     This is where you select which attribute is to be aggregated for your chart according to which criteria.

     • If the selected saved search only returns hits of a single object type, the following attributes are listed:

       • Organization: Last name, first name

       • Date: Today, Yesterday, This week, Last week, This month, Last month, This year, and Last year

       • Catalogs and their values

       • Strings and their values

       • Integers and their values

       • Booleans with values 0 or 1

     Decimal numbers are not offered.

     • If the selected saved search returns hits of several object types or if the data cannot be assigned to an object type, these attributes are listed:

       • Created attribute (default)

         Aggregation: 'Today', 'Yesterday', 'This week', 'Last week', 'This month', 'Last month', 'This year', and 'Last year'

       • Edited attribute

         Aggregation: 'Today', 'Yesterday', 'This week', 'Last week', 'This month', 'Last month', 'This year', and 'Last year'

       • File class attribute

         Aggregation: all affected file types (e.g., PDF, Word, Excel, etc.)

       • File size attribute

         Aggregation: 'without file', 'Small (<1 MB)', 'Medium (1–10 MB)', 'Large (10–100 MB)' and 'Very large (>100 MB)'

       • Type attribute

         Aggregation: all affected object types

   • Histogram

     You can use this function to display the data determined by the aggregation differentiated by day, week, month, or year, depending on the selected attribute (if date values are available for the aggregation, such as 'Created').

   • Partial values

     Defines the number of values displayed in the chart. The smallest value is 3, the largest 20. The default setting is 10 values. Depending on the hits returned by the saved search, the number of partial values displayed may be smaller than the number of partial values specified.

   If you have applied the widget, it will offer you additional functions on the customized dashboard:

   • Open in search dialog

     Opens the search dialog with the search criteria of the saved search request. You can adjust the search request in the search dialog.

   • Open in hit list

     Opens the hit list of the saved search selected in the widget. The hit list view is displayed in a new browser window when you simultaneously press the Ctrl key while clicking the Open in hit list icon.

   • Refresh

     Starts the saved search request linked to the widget and updates the hit list displayed in the widget.

4. After making a selection in the widget list, you can now set the size and position of the widgets in the dashboard customization interface.

   If you click the Move widget icon in the header of a widget and press and hold the left mouse button, then you can move the widget on the dashboard customization interface. If you drag your mouse over the edge of a widget and the mouse pointer changes to a double-headed arrow, then you can adjust the size of the widget by pressing and holding the left mouse button.

   You can open the corresponding widget dialog once again by clicking the Edit widget icon in the header of a widget. If you click the Remove icon, the widget will be deleted from the dashboard customization interface.

5. To finish, enter a dashboard name in the input field in the footer of the dashboard customization interface. The dashboard name cannot be longer than 50 characters.

   The name of the default dashboard cannot be changed. You can enter a new name for dashboards that have already been created in order to customize them.

6. Confirm the creation or customization of the dashboard by clicking the Apply button in the footer.

The dashboard customization interface will close and the newly created or customized dashboard will be displayed.