Update a dashboard - HxGN SDx - Update 63 - Administration & Configuration

Administration and Configuration of HxGN SDx

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English
Product
HxGN SDx
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Administration & Configuration
SmartPlant Foundation / SDx Version
10
  1. In the Dashboards feature set, select Dashboards, and search for the dashboard to update.

  2. Select Actions > Update.

  3. Select blue-cog > Configure Page to modify the dashboard title, description, access control, whether or not the dashboard is published for other users to see, and how it is displayed.

    If a dashboard is created as either a home screen or a context panel dashboard, this cannot be changed. However, a dashboard that opens from an object's Action menu can be changed between displaying as its own page and displaying in a pop-up window.

    SHARED Tip In the Access Control section, click Filter_InsightView to display only the selected Interfaces or Access Groups. Interfaces are not applicable to home screen dashboards.

  4. Update the widgets on the dashboard:

    • Select to open the Configure Widget wizard, and update the details of the widget as described in Create a widget.

    • Hover over the widget, and select Delete to remove the widget from the dashboard and delete it from the system.

    • Hover over the widget, and select to remove the widget from the dashboard. The widget will still be available for use on other dashboards.

    • You can also update a widget when viewing widgets in the results grid by selecting Actions > Update.

    • You can select blue-cog > Preview Page to see a preview of the dashboard. When previewing a dashboard, it is displayed as view-only, and you can't interact with any of the widgets. Widgets aren't previewed if they rely on an object to be selected first.

  5. If you remove a widget from the dashboard, click , and either: