Adding direct Links to a Dashboard: Link Widget

Prerequisites

Prerequisites

The steps below are made under the assumption that ALL the 'targets' which need to be 'linked' already exist

I want to define an Link Widget

The Properties for the Image Widget are:

Dashboard Designer - Link Widget_Properties

Link Widget Properties

For the task of ...

I need to ...

Defining the Title for this Widget (group of links)

Update the Title

Adding a Description of this widget.

Update the Field Description

Applying a specific style to the widget

The field CSS Class can be used by Designers to apply a specific CSS class to the widget, enhancing the ability for Designers to individually style widgets.

The CSS will apply to all items within the widget.

Displaying the Link as a button

As a Designer, you have the option to display Links (within this widget) either as a text with a hyperlink, or as buttons.

dashboard_example_with_buttons

 

Defining the Link Type, and selecting the actual Target

Select Links Type, and then add the required information.

The options Image are:

 

To

Select Link Type

And then

Create a New Record

Add New

Select the Component for which you want to create a New Record.

Directly access a BI Report

BI Report

Select the BI Report or the BI Dashboard to access.

Go to another Dashboard

Dashboard

Select the Dashboard to which will be opened.

View a Calendar

Calendar

Select the Calendar you want to display.

A Document which is stored on your network

File

Enter the URL Link to the File, for example:

Add a direct link to the Online Help.

Help

N/A

Display a particular List View for direct access, e.g.:
My Actions

List

Select the List View which will be opened.

Display a particular List View, including a current record count, for direct access, e.g.:
My Actions (5)

List with count

Select the List View which the system shall access.

Limitation: mandatory/optional Top Node Filters for Tree Views will be disregarded for the calculation.

Add a direct link to the Login/Logout Dialog.

Login/Logout

N/A

Add a link to the user's Profile Page

My Profile

N/A

Access a Web Page

URL

  • Enter the URL to the target site, for example:

    http://www.evotix.com
  • Instead of using a 'hard-coded' URL, it is also possible to refer to a User Constant (Type = text, Value = URL address) to build the link.

    To use a constant, define the constant first and then embed it by using the Constant ID between two '#' symbols, like in this example:

    http://#USER_CONSTANT_ID#

    NOTE: the name of the constant is case sensitive.

Send an Email to a fixed address

URL

Enter the URL, for example:

mailto:someone@example.com

 

Once the selection has been made:

  • Click Add Link

Displaying a Tooltip, or a Subtitle

Any text entered here will be used either as a

  • Tooltip: when the link is displayed as text, and when the user hovers over the link.
  • Subtitle: when the link is displayed as a button:

    dashboard_button_example

 

Adding an icon to a button

You can display a Link as a button and can optionally show an icon in the button.

Icons that are available for use are located in the main folder on the application server:
...\SAI360\custom\icons

  • You can add and update existing icons.
  • Icons can be of any image type (gif, jpg, png), with a minimum size of 40px * 40px. Larger Icons will be automatically shrunk to that size.

Adding a Header, or a Line as a separator

Click on Add Separator, and then enter the required Label.

NOTE:
Unlike the Links, the Separator will be displayed in BOLD on the Dashboard.

Changing the Order of the Links in a Widget

Use the Up/Down arrows next to the individual List items to move them to the desired location.

Removing a Link from a Widget

Click on the "-" symbol adjacent to the Link which needs to be removed.