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

Edit a Dashboard

ProcessMaker Package Required

The Dynamic UI package must be installed to edit a dashboard in your organization.

Setting Required to Edit a Dashboard You Did Not Create

Your user account must have the Make this user a Super Admin setting selected to edit a dashboard that you did not create.
Follow these steps to edit a dashboard:
  1. 1.
    View all dashboards in your organization. The Dashboards tab of the Dashboards page displays.
  2. 2.
    Click the Edit icon
    for the dashboard to edit. The Update Configuration Dashboard screen displays.
  3. 3.
    Edit the following information about the dashboard as necessary:
    • In the Name setting, edit the unique name of the dashboard. This is a required field.
    • From the Screen setting, select the Display-type Screen designed with content for the dashboard. This is a required setting.
    • In the Description (optional) setting, edit a description for the dashboard.
  4. 4.
    Click Save.

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Last modified 4mo ago
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