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 a Link Widget

The Properties for the Link 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 Description

Applying a specific style to the widget

A CSS Class can be used by Designers to apply specific CSS to the widget, enhancing the ability 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 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.

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.