Customize Form in Dashboard

Introduction

There are a number of settings available to control the look, feel, and functionality of a Form within a Dashboard. In this article we'll look at the following sections:

• Settings
• Format
• Explorer
• Filter

 The last section, Data Filter, is explored in more depth in this article.

To access these settings, click on the settings icon  below:

Settings

The SETTINGS tab contains the generic settings for controlling how a Form should display inside a Dashboard. You can make a particular Form read-only, or refresh a Form independently from other Dashboard components.

Format

There are additional format settings for Dashboard Forms that enhance the branded look of a Dashboard.

Here you can change the color setting for both the refresh button and the Form statistics, as well as style the border so that it can integrate nicely within a branded Dashboard.

Explorer

You can also configure the Explorer Pane within a form to be Hidden, Collapsed, or Opened by default. In addition, you can configure which tabs are available and which one should be selected by default.

Filter

Here you can override the filter setting for a Dashboard Form by configuring filter overrides.

Each filter that you can override will be listed. Check the checkbox and select the new filter settings. Once you click OK, the Form will default with the new filter settings.