WiscIT - Using the Dashboard Editor

This document goes over the basic functions of the Dashboard Editor in the desktop client of Cherwell.

Table of Contents

Selecting the Dashboard to Edit

To access a dashboard, find it in Dashboard Manager. For steps on how to access the Dashboard Manager, see WiscIT - Accessing the Dashboard Manager

For steps on how to open a dashboard, see WiscIT - Opening a Dashboard

To access a recent dashboard, select it from the bottom of the menu.

Editing the Dashboard

In order to edit the dashboard, right click on the dashboard and select Edit (name of dashboard). A Dashboard Editor tab will open up. This may not be available depending on your permission level. If that is the case and you still want to edit a copy of this dashboard, you'll have to copy it into your user folder.

An example of what the dashboard editor tab looks like is shown below:

An example of the dashboard editor screen

To zoom in and out of the dashboard, hold Ctrl while using a mouse wheel.

The Widget menu is along the left side of the window and allows the user to select widgets to add to the dashboard by clicking and dragging the widget into the dashboard area. Search for widgets in the search bar over the folder menu. To see all of the results of a search without looking through folder hierarchies, click on the "Hide Folders" button.
Right clicking on a widget opens a menu of the most commonly used commands in the Dashboard Editor. Style generally changes the corner style of a Shape widget. Glossy gives a glossy sheen to a Shape Widget. If the currently logged in user has editing rights over the selected widget, Widget Properties will be an option at the bottom and will open the Widget Properties window.

An example of a widget quick menu
  • Note: Depending on the widget selected, the Widget Properties window will look different.

Using the Top Bar

The various editing tools can be found at the top of the window, usually taking up two rows. There are three general panels that can be moved around as desired by clicking and dragging on the left-most side of the panel, indicated by four dots. These can be moved to the top and bottom edges of the window or out of the window as a popout.
  • Note: the smallest panel [Layout] can also be moved to the left of the window.
If a button on a panel cannot be used, it will be grayed out. Example of buttons that cannot be used
Once the button can be used (usually upon selecting one or more widgets), it will be colorized. Buttons that can be used

the control properties large menu

the small control properties menu

the layout menu

See Also: