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Designing dashboards in Workspaces

In addition to using Web Access Self Service dashboards in the Self Service section of Workspaces, you can also design dashboards in Ivanti Workspaces using a Dashboard Designer.

Dashboard Designer privilege for Workspaces

Use of the Dashboard Designer in Ivanti Workspaces is controlled by the Configuration Components\Configuration\Workspaces\Dashboard Designer privilege, which you can set using the Administration component of the Console.

For information about setting privileges and using the Administration component, see the System administration section of the Service Desk and Asset Manager help center.

If you have configured Workspaces to work with Ivanti Management Suite, then Ivanti Management Suite administrators can also access the Workspaces Dashboard Designer.

Using Web Access Self Service dashboards in Workspaces

Dashboards that you maintain using Web Access Self Service appear in the Self Service section of Workspaces using the same publishing rules. However, you cannot edit these dashboards using the Dashboard Designer in Ivanti Workspaces. Any changes to the designs you make in Web Access are reproduced in Workspaces.

You can edit dashboards in the Self Service section that you have created using the Workspaces Dashboard Designer.

If a migrated dashboard includes an unsupported gadget, then that gadget does not appear in Workspaces, and the dashboard design rearranges to take up the empty space.

If you create a new dashboard in Web Access Self Service, a matching Workspaces dashboard is created with the same publishing rules applied to it.

Creating and editing dashboards using Workspaces

If you have the required privilege you can create and edit Workspaces dashboards from the Manage Dashboards component. Alternatively, click in the header of a displayed dashboard.

You can add dashboards to the Self Service section either using the Dashboard Designer in Workspaces, or by creating a dashboard in Web Access Self Service and publishing it using Console. Changes made to Self Service dashboards in Web Access are also made to the corresponding dashboards in Workspaces.

For information about managing and publishing dashboards, see Managing dashboards in Workspaces. For information about adding and removing menu items, see Managing the menu in Workspaces.

Alternatively, if you have a dashboard that was designed using the Workspaces Dashboard Designer, you can open that dashboard from the navigation bar, then click Edit dashboard icon in the title bar to enter edit mode. The Edit dashboard icon button is available only on larger displays.

In Dashboard Designer, you can:

• resize gadgets by dragging their edges

• auto-expand gadgets to fill the available space using the arrow buttons in the gadget header

• drag gadgets to different locations on the dashboard

• edit the dashboard title

To see how the dashboard appears on different device types, click the appropriate device type under Preview Modes in the navigation bar.

You can remove the shortcut to a dashboard from a section of the navigation bar by clicking the Revert button next to its name, or add a shortcut to a dashboard to a section of the navigation bar by clicking the Publish button next to its name.

To exit the dashboard designer, click Cancel.

Working with gadgets

You can add new gadgets to a dashboard by clicking the Add New Gadget tile and then selecting the type of gadget you require. You can edit the properties of a gadget using the Edit gadget properties icon icon at the top of the gadget.

To add a new gadget to a dashboard:
  1. Click Add New Gadget.
    The Select a Gadget Type panel appears.
  2. Select the type of gadget you want to use:
    Chart (Pie, Donut, Column, or Bar)
    Data Grid (for a query results list)
    Content (to add rich text to a dashboard)
    Link (to add links to other pages)
    Search (to search across all items, or only for specific classifications)
    Barcode (to add a barcode reader to the iOS and Android Workspaces apps)
    Different panels appear depending on the option you select, to enable you to configure your gadget. (See the relevant sections below, or see Barcode reader for information about the barcode reader.)
To change a gadget's appearance:
  1. In edit mode, click Edit gadget properties icon at the top of the gadget that you want to modify.
    The Visualize Your Gadget panel appears.
  2. Click Change in the column on the left to change properties of the gadget.

You can delete a gadget from a dashboard using the Visualize Your Gadget panel.

Charts

When you add a chart to a dashboard, you select the required Module, Object, and Query (from a list of queries designed in the Query and Report Designer in console). Then, using the Visualize Your Gadget panel, you can enter a Gadget Name to appear at the top of the gadget, choose from one of the available Display Types (Pie, Donut, Column, or Bar) and Color Palettes, and select the Group By attribute for the chart.

Data grids

Data grids enable you to add a query results list to a dashboard. When you add a data grid, you select the required Module, Object, and Query (from a list of queries designed in the Query and Report Designer in console). After you have selected these items, the data grid appears along with the Visualize Your Gadget panel, which enables you to specify the following:

  • Gadget Name – the title that appears at the top of the data grid.
  • Gadget Subheading – the text that appears under the Gadget Name.
  • Group Query Results – selecting this check box enables you to group the query results by the attribute you select in the Group By list.

If you have added a query that is already grouped as a part of its design, the query is displayed as a grouped query even without selecting the Group Query Results check box. However, selecting this check box enables you to change the attribute that the query is grouped by.

  • Sort By – enables you to select the attribute that the query is initially sorted by. This is unavailable for grouped queries. Select the attribute name to sort ascending, or the attribute name followed by desc to sort descending.
  • Report Template – if you have added a report template to the object in Object Designer to change the appearance and functionality of query results lists, you can select it here. An Expanded Report Template list becomes available if appropriate. This is unavailable for grouped queries.
  • Prevent Launch – prevents users from opening records from the data grid.
  • Determine Height Automatically – selecting this check box makes the data grid resize its height to fit the contents. If you clear this check box, the data grid appears at the size it is in the designer.
  • Enable Filtering – shows or hides the filter box at the top of the data grid columns. For more information, see Queries.

Content gadgets

The Content gadget enables you to add text, including hyperlinks, to your dashboard. The Visualize Your Gadget panel for a Content gadget includes the same formatting toolbar that appears on HTML fields in Workspaces.

Links gadgets

Links gadgets enable you to add links to other web sites or locations within Workspaces. You can add several inks to a single Links gadget, and as you add more links to the gadget, the links rearrange to make the best use of the available space. When the Links gadget has no remaining space, adding another link changes the final link to More Links, which then provides access to the additional links.

To add a Links gadget:
  1. Click Add New Gadget, then click Link.
    A panel appears that enables you to configure the gadget.
  2. Use the options under Layout to set the appearance of the Links gadget. Portrait is taller and has the icon and labels center aligned; Landscape is shorter and has the icon to the left of labels that are left aligned.
  3. Set the Opacity of the Links gadget; this is particularly useful if you have set an image as the page background for the theme (for more information, see Themes in Workspaces).
  4. Optionally, select the Insert Spacing check box to add spacing between the tiles on a Links gadget.
  5. Click New Link.
    A New Link item appears in the Link Gadgets list.

You can remove links by clicking the x on the link in the Link Gadgets list, and change their order using the up and down arrows alongside the Link Gadgets list.

  1. Select the type of link you want to add: Query, Dashboard, URL or Process.
    The panel updates to provide fields appropriate to the type of link you have selected.

Click Change under Selected Link Type on the left of the panel to select a different type of link.

Query: select the required module. object, then query.

Dashboard: select the required dashboard.

URL: enter the required Link Url:

For links to web sites, enter the complete URL starting with http://
(for example, for the Ivanti home page, enter http://www.Ivanti.com/)

For links to other pages within Workspaces, enter the URL relative to the Workspaces home from the # symbol.

(for example, for Service Catalog, enter #/servicecatalogue)

Process: select the required module and object, then in the Lifecycle list, select the required process. If required, you can then select a Template.

  1. Enter a Link Title and a Link Description.
  2. Select a Link Icon, the Link Color, and the Link Text Color.
  3. Add other links as required using New Link, then click OK.
    The gadget is updated on the dashboard.
  4. Click Save Dashboard to save the changes to the dashboard design.

Search

Search gadgets enable you to search across all items, or only for specific classifications such as Change, Asset, and so on.

For information about setting up knowledge searching and using knowledge classifications, see the Knowledge Management section of the Service Desk and Asset Manager help center.

To add a Search gadget:
  1. Click Add New Gadget, then click Search.
    The gadget is added to the dashboard and the Visualize Your Gadget panel appears.
  2. Type the Gadget Name that you want to appear.
  3. If required, under Classifications, use the arrows to expand the tree and select the specific classifications that you want to be able to search through, then click OK.
    The selected classifications appear under the Search box. If you select no classification filters, the search will search across all classifications.
  4. Size the gadget as required, then save and close the dashboard design.

There are two ways of using the Search gadget:

  • As you type into the Search box, results that match the text that you type appear in a drop-down under the box. Click an item in the drop-down to open it.
  • Type into the box, then click Search to display the search results page.

In both cases, you can use any classifications buttons that have been configured under the Search box to limit the search to a specific area.

You can create search expressions using AND, OR, and NOT, and use the wildcard characters * and ?. For more information about creating search expressions, see the Knowledge Management section of the Service Desk and Asset Manager help center.


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