Dashboards

Form ID: (SM208610)

You use this form to create and delete Modern UI dashboards and to manage dashboard properties. You can specify a dashboard’s location in the site map and specify access rights to the dashboard. From this form, you can also view the selected dashboard and reset user copies of the dashboard to the original dashboard settings.

For more information on setting up dashboards, see Administering Dashboards.

Form Toolbar

The form toolbar and More menu include the buttons and commands described below.


Command	Description
Replace Classic Dashboard	Replaces the Classic UI version of the current dashboard with the Modern UI version. This command becomes available when a Classic UI version of the dashboard has been published to the UI and an unpublished Modern UI version of the same dashboard exists.
Reset All User Copies	Overrides all user copies of the selected dashboard and restores their original settings. This command appears when the selected dashboard was created manually.
Reset to Predefined	Restores the original design of the dashboard. The command appears only if the selected dashboard is predefined (provided with MYOB Acumatica) and you’ve made changes to it (adding, modifying, or deleting widgets).
View	Displays the dashboard whose settings you’re viewing on the form. This command is available when you select an existing dashboard or have saved a new one.
Publish to the UI	Opens the Publish to the UI dialog box, in which you can modify the site map title and screen ID for the dashboard, change the default workspace and category, and specify how access rights are assigned. Note: If the Classic UI version of the current dashboard is already published, the system suggests replacing it or publishing the Modern UI dashboard alongside it.
Unpublish	Removes the dashboard from the site map, clears the assignment of the screen identifier, and deletes all configured access rights from the database.

Table 1. Publish to the UI Dialog Box
In this dialog box, you can specify the publication settings of the dashboard. This dialog box has the following elements.
Element	Description
Site Map Title	The name that will be shown on the dashboard and in its row on the Site Map (SM200520) form. The name must consist of alphabetic or numeric characters.
Workspace	The workspace in MYOB Acumatica from which the dashboard can be accessed.
Category	The category under which the dashboard will be displayed in the selected workspace.
Screen ID	The identifier to be assigned to the dashboard.
Access Rights	An option button that indicates which access rights should be specified for the newly added dashboard: Set to Granted for All Roles: The system sets the access rights for this dashboard to Granted for all user roles in the system. Set to Revoked for All Roles: The system sets the access rights for this dashboard to Revoked for all user roles in the system. Copy Access Rights from Screen (default): The system copies the set of the access rights from the form you specify. When you select this option button, a box appears right of it; click the magnifier icon to select the source form in the lookup table.
The dialog box has the following buttons.
Publish	Publishes the dashboard and closes the dialog box. The system assigns the dashboard the specified screen ID and makes it available in the specified workspace.
Cancel	Cancels publication and closes the dialog box.

Summary Area

You can use this area to enter or edit the dashboard’s basic settings.


Element	Description
Name	The name to be displayed as the dashboard title. For a new dashboard, type a name that describes the data to be shown on this dashboard.
Owner Role	The role that owns the dashboard. A user with this role assigned can design and delete the dashboard, modify the dashboard’s layout, and edit its settings. Tip: If you’ll be designing the dashboard you’re creating, select an owner role assigned to your user account. Otherwise, you’ll be working with your personal copy of the dashboard, and other users won’t see any widgets you add.
Allow Users to Personalize	A check box that you select to allow other users with access to the dashboard to copy it and modify its settings for their needs. Changes apply to only their copy; the original isn’t affected. By default, this check box is cleared.
Expose to the Mobile Application	A check box that you select to make the dashboard available in the MYOB Acumatica mobile app connected to this MYOB Acumatica site. If the check box is selected, a user of the MYOB Acumatica mobile app can view this dashboard on the main menu of the application. By default, the check box is cleared.
Site Map Title	The name that will be shown on the dashboard and in its row on the Site Map (SM200520) form. The name must consist of alphabetic or numeric characters.
Workspace	The MYOB Acumatica workspace from which the dashboard can be accessed.
Category	The category under which the dashboard will be displayed in the selected workspace.

Visible To Tab

This tab contains a table with all user roles in the system. By using this table, you can manage the access rights of user roles to view the dashboard.

The table toolbar has only standard buttons.


Column	Description
Role Name	The role.
Role Description	The role’s description.
Guest Role	A check box that indicates (if selected) that the role is a guest role.
Access Rights	The access rights of the role for the selected dashboard. Restriction levels vary by object type. For some objects, you can specify a more granular level; for others, you can either allow or deny the access. For details, see User Roles: Restriction Level Options.

Parameters Tab

You use the Parameters tab to specify the types of parameters to be used in the Selection area of the dashboard.

The table toolbar has only standard buttons.

Table 2. Table Columns
Column	Description
Active	A check box that indicates (if selected) that the parameter is active and appears in the Selection area of the dashboard.
Is Required	A check box that indicates (if selected) that this parameter is mandatory. That is, widgets whose data is filtered by this parameter don’t display any data until a user selects a parameter value.
Name	The name of the parameter, which is used during dashboard creation and editing. It’s used by default as the display name, but you can specify a different display name in the Display Name box.
Schema Object	The data access class (DAC) that contains the field whose values are used for the parameter.
Schema Field	Optional. The field from the selected DAC whose values are used as the parameter values. If no field is specified, the parameter will be a simple text box.
Display Name	Optional. The name for the parameter that’s displayed in the Selection area of the dashboard. If this column is empty, the system uses the value in the Name column.

Widgets Tab

You use the Widgets tab to make a widget active or inactive on the selected dashboard. An inactive widget is not shown on the dashboard in either view mode or design mode. You can also remove a widget from the selected dashboard if you won’t use it anymore.

Also, you can view the row and column that denote the location of the widget on the dashboard.

The table toolbar has only standard buttons.

Table 3. Table Columns
Column	Description
Active	A check box that indicates (if selected) that the widget is active and visible on the dashboard.
Owner Name	The name of the user that owns the copy of the widget (if any). If a user creates a personalized copy of a dashboard, the system creates corresponding copies of the widgets on this dashboard and that user becomes the owner of the copied widgets.
Caption	The title of the widget that was specified in the Widget Properties dialog box and is shown on the dashboard.
Column	The number of the column in which the widget is located on the dashboard. A widget in the top left corner of a working area has a location of 0, 0: the 0 row and the 0 column. For details, see Dashboards: Widget Location Within a Working Area.
Row	The number of the row in which the widget is located on the dashboard. A widget in the top left corner of a working area has a location of 0, 0: the 0 row and the 0 column. For details, see Dashboards: Widget Location Within a Working Area.
Widget Type	The type of the widget.
Source	The source of the widget’s data, which depends on the widget type and can be one of the following: For a widget of the Wiki Page type: The identifier of the wiki page For a widget of the Embedded Page type: The URL of the webpage For widgets of another type: The screen ID of the generic inquiry the widget is based on.
Widget Class	The class of the widget, which is used in the source code of MYOB Acumatica.