Manage IM Dashboard

Initiative Management (IM) Dashboard is the customizable front end of the Initiative Management module.

Developers should see Use Cases And Sample Scripts For IM Dashboard.

IM Dashboard

Initiatives Dashboard can contain:

  • Dashboard Tabs, which contain
    IM Dashboard Sept 8 2017 dashboard tabs
  • Widgets (also called Sections or Blocks), which contain
    IM Dashboard Sept 8 2017 section widget
  • Section (or Widget or Block) tabs, which contain
    IM Dashboard Sept 8 2017 widget tabs
  • Customizable HTML, CSS, and JS forming the widget content.

To manage dashboard tabs:

  1. Add a dashboard tab:
    1. Click + new.
      IM Dashboard tabs
  2. Rename a dashboard tab:
    1. Click to select the dashboard tab.
    2. Click the change tab name Blue pen tab button button.
      Change tab name
    3. Type the new tab name.
    4. Click Close.
  3. Delete a dashboard tab:
    1. Click to select the dashboard tab.
    2. Click the delete X button.
      Change tab name delete button
    3. Click Yes to confirm.

To manage widgets (sections):

  1. Add a widget:
    1. Click + Add new widget.
      IM Dashboard Sept 8 2017 add new widget
  2. Rename the widget:
    1. Click the pen-shaped settings Stryka Pencil button.
      IM Dashboard Sept 8 2017 rename button
    2. Type the Widget name.
    3. Click Close.
  3. Delete a widget:
    1. Click the delete X button.
      IM Dashboard Sept 8 2017 delete
    2. Click Yes to confirm.

To manage Section (Widget) tabs:

  1. Add a Section tab:
    1. Click the add + button:
      • When no tabs have been added, the add tab button is beside the settings buttons.
        Widget tab button when there are no tabs yet
      • When tabs have been added, the add tab button is next to the tabs.
        Widget tab button when there are tabs
  2. Rename a Section tab:
    1. Click to select the Section tab.
    2. Click the pen-shaped settings Stryka Pencil button.
      Widget tab button rename
    3. Type the tab name in Widget name.
    4. Click Close.
  3. Delete a Section tab:
    1. Click to select the Section tab.
    2. Click the delete X button.
      Widget tab button delete button
    3. Click Yes to confirm.

To manage widget content:

  1. Click to select the widget’s Section tab.
  2. Click the pen-shaped settings Stryka Pencil button.

    For help with creating widgets, contact Plutora Support.
  3. Type the HTML, which is responsible for page structure.
  4. Type the CSS, which is responsible for page styling.
  5. Type the JS, which is responsible for dynamic page content. AngularJS:
    • Is a Javascript framework which extends HTML attributes with Directives and binds data to HTML with Expressions.
    • Is distributed as a JavaScript file, and is added to our dynamic web pages automatically.
    • Extends HTML with ng-directives:
      • The ng-app directive defines an AngularJS application.
      • The ng-model directive binds the value of HTML controls (input, select, textarea) to application data.
      • The ng-bind directive binds application data to the HTML view.
      • For more see https://www.w3schools.com/angular/default.asp.
  6. Select a Data Source.
  7. Click Close.

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