Dashboard Properties

Reference the descriptions for the general, display, filter, and refresh properties for Dashboards.

General Properties

Property Description Notes

Name

The name of the Dashboard

Required

This property can be searched in CSM Item Managers

Description

The description of the Dashboard

Optional

This property can be searched in CSM Item Managers

Title Text

The title of the Dashboard that appears in the UI

Optional

Associate

The Major Business Object association

Default value: (None)

Associate the Dashboard with a particular Major Business Object to take advantage of Business Object functionality.

For example, create an Incident Dashboard that is associated with the Incident Business Object. When you open this Dashboard, the Quick Search pane automatically switches to searching Incidents, and the main New button option defaults to creating a new Incident.

Display Options

Property Description Notes
Theme The Theme (set of colors, styles, and fonts) to be used by the different elements (including Widgets) on the Dashboard

Default value: (None)

Allow User's chosen Theme to override Dashboard Theme The option to apply the User's Theme to the Dashboard when it is viewed from the User's account

Default value: True

Filter Options

Property Description Notes
Initial filter criteria are the last used criteria The option to display all Widgets using the Dashboard's last filtering criteria (in other words, "remember" the last used filter and automatically display it the next time the Dashboard is viewed, even between sessions)

Default option

Initial filter criteria are the widget default criteria The option to display each Widget using the Widget's defined filtering criteria (either its own filtering criteria or a Dashboard's criteria)  

Refresh Options

Property Description Notes
Refresh reloads all metrics The option to reload the current Metric value every time the Dashboard is refreshed

Default value: False

If not selected, each Metric is refreshed according to its own refresh rate.

Refresh all widgets every: X minutes The option to refresh all Widgets on a scheduled basis

Default value: False

When enabled, the default refresh time is 0 minutes.

If not selected, each Widget is refreshed only according to its own refresh rate.

Also refresh individual widgets on their own schedule The option to refresh each Widget according to its defined refresh rate, in addition to the Dashboard's refresh rate

Default value: True

This option is activated when Refresh all widgets every: X minutes is selected.

Additional Options

Property Description Notes
Availability The scope of the Dashboard If you already selected a scope at the beginning, this is auto-filled with your selection.
Association The option to select a more filtered scope (example: a particular Team) If not applicable, this option is greyed out.
Custom Image The image to represent the Item in the UI

Select the image to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.