Creating a Personal Dashboard

Aptify provides sample dashboards that illustrate the power and flexibility of digital dashboard functionality. In general, Aptify recommends that a user modify one of the existing dashboards to meet his or her needs. (Most users will find modifying an existing dashboard easier than creating an entirely new dashboard.)

This topic provides an overview of how to modify a sample dashboard in Aptify Web and Aptify Desktop interface:

• Aptify Web Interface
• Aptify Smart (Desktop) Client

Aptify Web Interface

Note: In Aptify Web, this functionality is available from Aptify release 7.2 and subsequent versions.

The following is an overview of how to modify a sample dashboard:

1. To modify one of the existing sample dashboards, you must first create a personal copy. Once the dashboard has been copied, a user can modify its functionality or attributes.
   
   • Click Create Personal Dashboard Copy icon in the upper-right hand corner of the default dashboard. The system creates a user-level copy of the selected dashboard.
     
   • Click Switch Dashboard icon and select Copy of <<name of dashboard>> from the context menu, The system loads the copy in the display window.  For example, below screenshot shows a user creating copy of Customers dashboard. 
2. To modify the name and description of the copied dashboard in the Dashboard application from Aptify Web:
   
   • Go to the Dashboard service.
   • In the view, select the desired dashboard record.
   • Open the dashboard record 
   • On the dashboard record form, enter the name of the dashboard in the Name field, and enter a description of the dashboard in the Description field.
     
   • Click OK to save the dashboard and close the dashboard record form. 
3. For deleting dashboard record from Aptify Web:
   • Go to the Dashboard service.
   • In the view, select the desired dashboard record.
   • Click Delete icon as indicated in the screenshot below and confirm the action by selecting YES in the subsequent popup window.
     
4. Log in to Aptify Smart Client.
   
   Note: The Aptify Web application does not support the deletion of unwanted areas/parts or the addition of new areas/parts.
5. Delete unwanted parts as necessary. See Deleting a Dashboard Part for details.
6. Delete unwanted areas as necessary.
   
   • You can only delete areas that have no parts. Therefore, delete the area's parts before attempting to delete the area.
   • See Deleting a Dashboard Area for instructions. 
7. Add new areas to the dashboard, as necessary.
   
   • See Adding a Dashboard Area for instructions. 
8. Add new parts to the dashboard areas, 
   
   • A dashboard area can contain multiple parts. You can resize, minimize, and maximize the parts in an area. See Resizing a Dashboard Part for details.
   • Each Dashboard Part corresponds to a view, button bar, Microsoft Outlook component, a Web browser window, or another of the available Aptify components.
   • See Adding a Dashboard Part for details.

Aptify Smart (Desktop) Client

The following is an overview of how to modify a sample dashboard in Aptify Smart Client:

1. To modify one of the existing sample dashboards, you must first create a personal copy. Once the dashboard has been copied, a user can modify its functionality or attributes.
   
   • Click the Options... link in the upper-right hand corner of the default dashboard.
   • Select Create Personal Dashboard Copy from the context menu. 
     
   • The system creates a user-level copy of the selected dashboard and loads this copy in the display window. 
2. Modify the name and description of the copied dashboard in the Dashboard Options form.
   
   • Click the Options... link from the upper-right hand corner of the default dashboard.
   • Select Edit "<Dashboard Name>" from the context menu.
   • On the Dashboard Options form, enter the name of the dashboard in the Name field, and enter a description of the dashboard in the Description field.
     
   • Click OK to save the dashboard and close the Dashboard Options form.
3. Delete unwanted parts, as necessary. See Deleting a Dashboard Part for details.
4. Delete unwanted areas, as necessary.
   
   • You can only delete areas that have no parts. Therefore, delete the area's parts before attempting to delete the area.
   • See Deleting a Dashboard Area for instructions.
5. Add new areas to the dashboard, as necessary.
   
   • See Adding a Dashboard Area for instructions.
6. Add new parts to the dashboard areas.
   
   • A dashboard area can contain multiple parts. You can resize, minimize, and maximize the parts in an area. See Resizing a Dashboard Part for details.
   • Each Dashboard Part corresponds to a view, button bar, Microsoft Outlook component, a Web browser window, or another of the available Aptify components.
   • See Adding a Dashboard Part for details.