The Dashboard
The default yuuvis® RAD client dashboard shows the most important application information at a glance. In the header area, you will find the yuuvis® RAD bar with icons for the most frequently used features, such as the Main menu icon, the
Search icon, the
Create object icon, and the
Start process icon. You will also find the icons for the
Favorites area, the
In-tray, the
Inbox, the
Help, and the settings menu on the yuuvis® RAD bar.
The default dashboard displays the following information:
- Unread messages
- Objects to be filed
- Search field for quick search
- Saved searches
- List of recently edited and created objects
Click the aforementioned elements to go to the corresponding linked areas or search forms. Certain areas of the dashboard are hidden, for instance, if there are no unread messages or saved searches. If you left-click the yuuvis® RAD logo while pressing Ctrl, a new tab will open with another yuuvis® RAD dashboard in your browser.
Dashboard Customization Options
The dashboard may differ from the above description as it can be customized by the company or by the specific user even.
There are different default features in yuuvis® RAD client that your administrator can adapt to fit the requirements of your company and for this reason are not available on the dashboard (see yuuvis® RAD client Modifications).
Users can customize the appearance directly on the dashboard and save different dashboards for user-specific purposes. The default dashboard can be edited by clicking the Edit widget icon in the footer; however, it cannot be deleted or renamed. New dashboards are created by clicking the
Create dashboard icon in the footer and assigning a name to the dashboard, which cannot be longer than 50 characters.
![Closed](../Skins/Default/Stylesheets/Images/transparent.gif)
-
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.
-
Click the
Widget selection icon on the dashboard customization interface.
The Widget selection menu appears.
-
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
-
-
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
-
Decimal numbers are not offered.
-
-
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.
-
-
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.
-
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.
-
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.
Showing and Hiding the Dashboard Footer
The dashboard footer can be hidden and shown again. If you click the Hide dashboard configuration icon at the bottom right of the dashboard, the footer will no longer be shown. To show the hidden footer again, click the
Show dashboard configuration icon at the bottom right of the dashboard. The dashboard footer settings are saved when you exit the view.