ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
Create a Dashboard
Create a dashboard that displays BMI, KPIs, and commonly used information for business stakeholders.

Create a Dashboard

ProcessMaker Package Required

The Dynamic UI package must be installed to create a dashboard.

Design a Screen to Contain Your Dashboard

Prior to creating a dashboard, ensure that the following ProcessMaker assets exist for this dashboard:
  • A Display-type Screen must contain the content for your dashboard. If the specific Screen for this dashboard does not exist, create that Screen.
  • While a dashboard may contain any content that a Display-type Screen supports, consider any of the following for an effective dashboard:
  • Design the Screen as intended to display the dashboard's content.
Follow these steps to create a dashboard:
  1. 1.
    View all dashboards in your organization. The Dashboards tab of the Dashboards page displays.
  2. 2.
    Click the +Dashboard button. The Create Configuration Dashboard screen displays.
  3. 3.
    In the Name setting, enter a unique name for the dashboard. This is a required setting.
  4. 4.
    From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.
  5. 5.
    In the Description (optional) setting, enter a description for the dashboard.
  6. 6.
    Click Save. The following message displays after creating the dashboard: Configuration Dashboard Updated.

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Last modified 4mo ago
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