The Dashboard Designer allows you to create custom dashboards to use in your application.
To access the Dashboard Designer:
1. Navigate to the App Designer (Settings > Applications > App Designer) and then click Dashboards. The Customize Dashboards screen appears.
2. Select a Dashboard from the list and click Dashboard Designer.
3. The Dashboard opens in the Dashboard Designer.
4. There are five primary components to dashboard design: These options are accessed via the Current Mode dropdown:
Mode | Description |
Catalog | The catalog contains various web parts (widgets) that can be added to the dashboard |
Edit | Edit the components added to the Dashboard |
Design | View the dashboard design |
Connect | Optionally, connect widgets of the dashboard |
Browse | View an example of the dashboard in action |
Each of these is described in the following subsections.
Catalog
On the Catalog page, you can select various web parts to add in the dashboard.
You can select one or more web parts to add to the dashboard. Using the Add To dropdown menu, you can select which section of the dashboard to add the web parts.
When items are selected, and you designate a location, click Add to add the items to the dashboard.
The changes are reflected in the bottom section of the page, which displays layout boxes for the items added to each part of the dashboard.
Dashboard items can be removed at any time using the Delete button, available at the top right corner of every dashboard item currently on the dashboard.
Edit
Once items are added to the dashboard, each item can be edited to customize its functionality. Different items have different customizable features. The following table outlines all possible settings.
Setting | Description | Example |
Appearance | Title: the name of the table Chrome Type: the appearance of the table outline: Title and Border, Title Only, Border Only, or None Direction: the direction of the data on the table: right to left, or left to right Height: sets the height of the table Width: sets the width of the table
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Folders List | Data Source: the data source that will feed the table. Potential sources include a saved search/report criteria, a Boolean search criteria and a custom event receiver, etc. For search criteria provide the criteria name, for Boolean search criteria prefix the criteria name with “query:” and for custom event receiver prefix the dataset name with “dataset:” and the dataset name is to identify the web part when the event receiver has to serve multiple web parts. Filtering: enable or disable filtering in the widget Grouping: enable or disable grouping in the widget Open Link Column: the specified column will show column’s values as clickable hyperlinks and when clicked it opens the case. For example, when “Folder ID” is specified then "Folder ID" column in widget shows all folder ids as clickable hyperlinks, when user clicks on a folder id, link will open the case folder Open Link ID Column: Specify the column name that contains case folder’s internal id. The internal id of the case folder is required to prepare the Open Link URL. For example, if you specify “ID” as the value then ID column in the data source should contain the case’s internal id. If you data source is Search/Report criteria then use ID as Link ID Column. Column name may be different with custom event receiver implementation. Open Link URL: the template URL used to open a case. The column specified in Open Link ID Column property will be used in preparing the actual URL for each row. An example URL to show case folder: /Corres/FolderInformation.aspx?hidfolderaccessed=0&From=LoadFolder&folderid={0}. {0} will be replaced with the value of the column defined in the “Open Link ID Column”. When this URL is prepared with case internal id of 1234 then it looks like: /Corres/FolderInformation.aspx?From=LoadFolder&folderid=1234 Page Size: the number of cases before the table creates a new page Paging: enable or disable paging
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Charting | Chart Type: the type of graph/chart: Bar Chart, Column Chart, Line Chart, Pie Chart Data Source: the data source that will feed the graph. Please refer to the folder List for more details on potential data sources. Enable Chart Item Listing: enable or disable chart item listing Multi-Color: enable or disable chart displaying multiple colors X-Axis Column: select the column that will represent the X axis Y-Axis Column: select the column that will represent the Y axis. Y-Axis Function: determine whether a certain function will run on the Y-axis: count, sum, or avg.
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Funnel Charting | Data Source: The data source that will feed the graph. Please refer to the folder List for more details on potential data sources. Enable Chart Item Listing: enable or disable chart item listing Multi-Color: enable or disable chart displaying multiple colors X-Axis Column: select the column that will represent the X axis Y-Axis Column: select the column that will represent the Y axis. Y-Axis Function: determine whether a certain function will run on the Y-axis: count, sum, or avg.
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Folder and Task Counts | For the Folder and Task Counts dashboard widget, the App Developer can select the various Folders/Tasks counts to be shown in the widget. For example, selecting Folders I Created will customize the widget to display of the number of folders created by the logged in user. | 
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Custom Links and Counts | Data Source: The data source that will feed the custom link. | 
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Favorites | The Favorites dashboard item will contain any folders that the user adds to their favorites list. The user can then directly access the folders by clicking on their link in the Favorites dashboard item. When selecting a folder in the application, the user can access the Add To Favorites option through the Actions dropdown menu.  | 
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Dashboard Links | The Dashboard Links item will display links to all the dashboards that are available for the application. Clicking on a dashboard link will redirect the user to the respective dashboard. | 
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Dropdown Filter | Data Source: the data source that will feed the Dropdown Filter. This will determine what items are shown in the dropdown filter. Please refer to the folder List for more details on potential data sources Data Source Type: the type of data source that will be used as the Dropdown Filter. Choices are: Choice List, Users, Groups, Offices, Custom event receiver Filter Label: the name of the filter as it will display on the eCASE Dashboard Mapping Column: the column of the target widget’s data source, which will be used to filter the data Multi-Selection: enables or disables multiple selections within the filter
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Date Filter | Date Range: Enables or disables selecting a date range to filter by Filter Label: The name of the filter as it will display in the eCASE dashboard Include Time: Enables or disables showing the time Mapping Columns: The column of the target widget’s data source, which will be used to filter the data
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Bing Map | Data Source: The data source that will feed the Dropdown Filter. This will determine what items are displayed in the Bing Map. Please refer to the folder List for more details on potential data sources Open Link URL: The URL that will be opened if the user clicks on the Bing Map
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Design
In Design mode, you can view the layout of the widgets on your dashboard. You can also delete widgets from the dashboard.
Connect
Dropdown Filter and Date Filter widgets can be connected to other widgets, so that they can provide filter values to the connected widgets. They connect based on the Mapping Column defined on the filter widget. Dashboard widgets that will be connected display an option to Connect:
You can configure these options through the Connect mode.
Browse
In Browse mode, you can view the layout of widgets on your dashboard. In this mode, nothing can be deleted; dashboard items populate with their data sources, and are viewable.