This page walks through the life of a board: creating it, placing and arranging cards, setting how the board looks and what viewers may change, and cleaning up. For what each card shows, see Widgets.
Create a board
- Open Dashboards and select New dashboard.
- Enter a title.
- Under Start from, choose An empty dashboard (“Add the cards yourself.”) or a template. A template may ask a question first, for example Which sites? for the Sites template.
- Optional, under Advanced: Show it in the menu of a workspace. None — standalone dashboard keeps it only in the dashboards list.
- Choose Share with everyone in the workspace (administrators) or leave it personal.
- Select Create. The board opens.
Any member with Create and arrange your own dashboards can create personal boards. Shared boards need Manage shared dashboards.
Customise mode
Boards are changed in Customise mode. Select Customise in the board header.
| To | Do |
|---|---|
| Add a card | Add widget, pick a widget, fill its settings, Save |
| Move a card | Drag the card itself. The other cards make room. With the keyboard: focus the card and use the arrow keys. |
| Resize a card | Drag its resize handle, or Shift and the arrow keys |
| Change a card | Widget settings in the tools over the card’s top-right corner, or right-click the card |
| Copy a card | Duplicate widget |
| Remove a card | Remove widget (or Delete on a focused card). The board says “Widget removed.” with Undo. |
| Leave | Done |
Each change is saved when you make it: a move or resize when you drop the card, a card’s settings when you press Save in its drawer. Nothing is saved while a drawer is open; closing it with changes asks “Discard unsaved changes?”. On a phone-sized screen the grid cannot be rearranged (“Use a wider screen to rearrange cards.”).
Discard everything since you started
Discard puts the whole board back as it was when you selected Customise.
- Select Discard. The dialog counts the changes (“3 change(s) made since you started customising will be undone”).
- Select Discard to confirm, or Keep editing.
If someone else changed the board while you were customising, you are asked: “Someone else changed this dashboard … Discarding puts the whole dashboard back as it was when you started, so their change would be undone too.” Choose Keep the dashboard as it is or Overwrite their change. Sharing, the home setting and the board’s address are not part of a discard. A card whose widget was deleted meanwhile cannot come back.
The grid
| Setting | Values | Default |
|---|---|---|
| Grid columns | 12 or 24 | 12 |
| Row height (px) | A number | Widget default |
| Gap between cards (px), Gap around the edge | Numbers | Theme |
| Fill the screen height | Rows stretch so the board fits the screen (for wall displays) | Off |
Changing Grid columns rescales every card so it keeps its share of the width; going from 24 to 12, narrow neighbours may move down a row.
Look and toolbar
The board settings (Settings > Look and toolbar) set defaults for every card and what viewers see:
| Group | Settings |
|---|---|
| Background | Background colour, Background image, Image size (Cover, Contain, Stretch, Original) |
| Card defaults | Card style, Card background, Card text colour, Card corner radius (px), Card inner spacing (px) |
| Toolbar | Show the dashboard title, Toolbar items: Time window, Parameters, Full screen, Refresh, Export |
| Time window for viewers | Window kinds viewers can pick (Realtime, History), Window settings viewers can change (Grouping interval, Aggregation, Time zone), Aggregations viewers can pick |
| Behaviour | Refresh every (seconds): the interval for cards without their own |
A card’s own settings win over the board defaults. Default time window sets the window charts use until a viewer picks another; Save as default in the toolbar does the same from the viewer’s current choice.
Pages
A board has a main page and up to 20 more. Open Manage pages… (or the page button next to the title, shortcut P). For each page you set its title, icon, whether it is in the page menu, its start page, the parameters it works with and how a card action shows it (Page, Side panel, Dialog, Popover). A page that holds cards or that an action opens cannot be removed until you move the cards and change the actions. See Card actions and drill-down.
Cards for one device or site only
On a board whose pages follow a device or a site, a card can look different for one subject. In a card’s settings, Change the cards for offers Every device or Only
Show a card only while a condition holds
Show this card only while hides a card while a parameter does not match, for example a card that shows only when Mode is maintenance. In Customise mode the hidden card stays visible, marked Hidden by rule.
Two people at once
Two people can customise the same board. A save that meets someone else’s newer change says “This dashboard changed elsewhere — it was reloaded. Please try again.” A card’s drawer that meets a newer save of the same card offers Reload (discard mine) or Overwrite theirs.
Duplicate and delete
- Duplicate makes a personal copy; Duplicate as shared a shared one. See Sharing dashboards.
- Delete asks “Delete “
“? Everything placed on it will be removed too.” It cannot be undone. Export the board first if you may need it.</li> </ul> <h2>Who can do what</h2> <div class=”kui-table-wrap”><table> <thead> <tr> <th>Action</th> <th>Personal board</th> <th>Shared board</th> </tr> </thead> <tbody> <tr> <td>View</td> <td>Owner</td> <td>Members with <strong>View dashboards</strong></td> </tr> <tr> <td>Customise, delete</td> <td>Owner</td> <td><strong>Manage shared dashboards</strong></td> </tr> <tr> <td>Personal copy</td> <td>—</td> <td>Members with <strong>Create and arrange your own dashboards</strong></td> </tr> <tr> <td>Display links</td> <td>—</td> <td><strong>Manage shared dashboards</strong></td> </tr> </tbody> </table></div></body></html>