ProcessMaker 4.1
ProcessMaker API Documentation
ProcessMaker Examples
View All Dashboards
View all the dashboards in your organization.

View All Dashboards

ProcessMaker Package Required

The Dynamic UI package must be installed to view all dashboards in your organization.
Follow these steps to view all the dashboards in your organization:
  1. 1.
    Ensure that you are logged on to ProcessMaker.
  2. 2.
    Click the Admin option from the top menu. The Users page displays.
  3. 3.
    Click the Dynamic icon
    from the left sidebar. The Dashboards tab of the Dashboards page displays all dashboards.
"Dashboard" tab on the "Dashboard page shows all dashboards in the organization
The Dashboards tab displays the name of each dashboard under the Name column.

Create a Dashboard

Click the +Dashboard button. See Create a Dashboard.

Open a Dashboard to View Its Content

Click the Open Dashboard icon
. The selected dashboard opens in a new browser window and displays its content as a user would experience it.

Open the ProcessMaker Screen That Contains a Dashboard's Content

Click the Open Screen icon
. The Screen opens in a new browser window and displays its content.
Your user account or group membership must have the following permissions to design a Screen unless your user account has the Make this user a Super Admin setting selected:
  • Screens: Edit Screens
  • Screens: View Screens
See the Screens permissions or ask your Administrator for assistance.

Edit a Dashboard

Click the Edit icon
. See Edit a Dashboard.

Delete a Dashboard

Click the Delete icon
. See Delete a Dashboard.

Display Information the Way You Want It

Control how tabular information displays, including how to sort columns or how many items display per page.

Related Topics

Last modified 4mo ago
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