Create a Mobile Dashboard

Use the Mobile Dashboard window (within the Mobile Dashboard Manager) to create and edit Mobile Dashboards. When you create a Mobile Dashboard, you define:

  • General properties: Name, description, title text, and theme.
  • Which Widgets to add to the Dashboard. Note: Remember, only certain types of Widgets can be used on Mobile Dashboards (ex: Charts, Gauges, Matrixes, and Search Results List).
    Note: Mobile Alert Dashboards are special because they use only Widgets that have alert states. For more information, see Create a Mobile Alert Dashboard.

To create a Mobile Dashboard:

  1. Open the Mobile Dashboard Manager.
  2. Click the Create New button Create New Button.

    Mobile Dashboard Window

  3. Define general properties for the Mobile Dashboard:
    • Name:

      Provide a display name to use within CSM (this property can be searched in CSM Item Managers).

    • Description:

      Provide a description to use within CSM (this property can be searched in CSM Item Managers).

    • Title Text:

      Provide the text to display at the top of this Dashboard. If this is blank, the Dashboard name is used as a title.

    • Theme:

      Select a Theme (set of fonts, colors, and options) to be used by different elements. Using a Theme simplifies the cohesive look. You can change the Theme at any time, which automatically updates the various elements.

  4. Select which Widgets to add on the Dashboard.
    1. In the Available (and Legal) Widgets area, select Widgets from the Widgets tree.
      • Click the Widget Manager button to open the Widget Manager and edit available Widgets.
    2. Click the right-arrow button Arrow Right Green to add the selected Widget to the Dashboard.

      Tip: Click the left-arrow button Arrow Left Green to remove a selected Widget from the Dashboard.

    3. In the Widgets to Show on Dashboard area, click the Up/Down arrows to change the order of selected items.
      • Click the Options button to define advanced options for a selected Widget.
  5. Click OK.

© Copyright 2018 Cherwell Software, LLC. All rights reserved.