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Version: 10

Set up dashboards in Freedom UI Designer

Level: beginner

Dashboards let users analyze data right where they work, for example, view request statistics on the request page without switching to a separate section. In Creatio, you add dashboards to a Freedom UI page using the Dashboards component in Freedom UI Designer. Out of the box, these dashboards are available to all users in the "All employees" role, unlike personal dashboards that users create for themselves in the Dashboards view and share with colleagues. Learn more: Dashboard types. If a dashboard behaves unexpectedly, inspect its schema in the source code.

Add dashboards to a page​

Example

Set up the Dashboards component on the request page.

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.

    Apply pre-configured filter

    Whether the users can filter dashboard data by a specific component, for example, Folders or Quick filter.

    Dashboards

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

    To ensure widgets can be filtered, Creatio applies filter by page data source to them during the setup. You can remove it if needed.

    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. The field is non-editable.

  3. Save the changes.

As a result, Creatio will add a dashboard that can be viewed by users in the "All employees" role. You can change access rights on the live dashboard page. Learn more: View and manage dashboards. If you transfer the dashboard to a different environment, Creatio applies only default access rights in the target environment out of the box.

Troubleshoot a dashboard in the source code​

note

This functionality is available for Creatio 10.1 and later.

To inspect the dashboard schema without switching to another tool, open its source code from the Dashboard Designer. To do this, click btn_actions_in_freedom_ui_designer.png → Source code in the action panel. All users see the item, and opening the source code requires permission to the "Can manage configuration elements" (CanManageSolution code) system operation. Out of the box, Creatio grants this permission to users who have the "System administrators" organizational role, or the "Developer" or "Administrator" role on ALM Portal.

See also​

Set up widgets

View and manage dashboards

Update list page template to include dashboards

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

Tech Hour: UI/ UX Best practices in Creatio

Resources​

Analytics in Creatio. Working with dashboards