Dashboards

Dashboards

This course covers advanced dashboard features. Here you’ll learn how to create a simple dashboard, link a dashboard to a workflow, and more.

Curriculum

  • Introduction
  • Simple Dashboard Setup
  • Video: View Grid Overview
  • Video: Data Reference Dashboard
  • Adding a Delete Button
  • Action Button Setup
  • Video: Basic Dashboard with Buttons
  • Video: How to Remove the Action Button on a Dashboard
  • Using Workflow Submissions
  • Video: Workflow Dashboard
  • Adding KPI
  • Video: Adding KPI
  • Adding a Chart
  • Video: Adding a Chart
  • Global Search Setup
  • Video: Global Search (Querying Submissions)
  • Individual Search Setup
  • Video: Global Search & Individual Search
  • Video: Dynamic Status Dashboard
  • Creating a PDF from a Dashboard
  • Video: Creating a PDF From The Dashboard Using a Transform

Curriculum

  • Introduction
  • Simple Dashboard Setup
  • Video: View Grid Overview
  • Video: Data Reference Dashboard
  • Adding a Delete Button
  • Action Button Setup
  • Video: Basic Dashboard with Buttons
  • Video: How to Remove the Action Button on a Dashboard
  • Using Workflow Submissions
  • Video: Workflow Dashboard
  • Adding KPI
  • Video: Adding KPI
  • Adding a Chart
  • Video: Adding a Chart
  • Global Search Setup
  • Video: Global Search (Querying Submissions)
  • Individual Search Setup
  • Video: Global Search & Individual Search
  • Video: Dynamic Status Dashboard
  • Creating a PDF from a Dashboard
  • Video: Creating a PDF From The Dashboard Using a Transform