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Version: 8.2

Set up dashboards in Freedom UI Designer

Level: beginner
note

This functionality is available for beta testing in Creatio 8.2.3 Energy. To activate the functionality, add and turn on the FreedomUIDashboardsEnabled feature. Learn more: Implement a custom additional feature.

Use the Dashboards component to group analytics widgets easier as well as connect them to data source and apply filter by page data.

Fig. 1 Dashboard
Fig. 1 Dashboard

To set up the component:

  1. Drag the component to the canvas and open its setup area.

  2. Set up the dashboard properties.

    Fig. 1 Dashboard properties
    Fig. 1 Dashboard properties

    Parameter

    Parameter value

    Data source

    Data source of the dashboard. Required to enable users to filter dashboards live.

    This data source will be set as the primary data source for every dashboard created in this component. No-code developer can change it, but connections to the page will not work for those dashboards that have different primary data sources from this element.

    Apply filter by page data

    Whether to filter dashboard data by page data source, page parameters, Attachment list, or List component.

    Connections to the page can be configured only in the Dashboards component. They work for all dashboards that have the same primary data source.

    Dashboards

    Click btn_new.png to add and set up a new dashboard. This opens a new window of the Freedom UI Designer. Learn more about configuring dashboard widgets: Set up widgets.

    Visibility

    Click btn_visible.png or btn_not_visible.png button to make the component visible or invisible by default on the page, respectively.

    Setup conditions

    Configure element business rules. Learn more: Set up business rules.

    Element code

    Code of the component required for low-code customization.

  3. Save the changes.


See also

Set up widgets

Add analytics to a record page

View analytics

Tech Hour: UI/ UX Building pages in Freedom UI Designer

Tech Hour: UI/ UX Best practices in Creatio


E-learning courses

Analytics in Creatio. Working with dashboards