Dashboard Boards

Dashboard Boards lists the boards built from standard tiles: company boards, which a consultant makes and gives to named users, and each user’s own boards.

Where

Organizational Structure › Automation (OSWD)

Who uses it

Consultants for company boards; any user for their own

When

Once, while the company is being set up, and whenever a new one is needed

Needs first

Tiles from Widget

What it is for

A board keeps which tiles, in which sections and places, and who sees it. Naming users on a company board gives them its tiles; a user’s own board shows only the tiles that user already has.

Only a consultant makes or changes a company board; a user’s board is changed by its owner or a consultant. A board number may not be that of a standard board. One board per owner can be the Default. Arranging tiles is done on the board itself; see Lists, boards and reports.

Every field in plain words

General

Field	What it means	What to put
Board	The board number.	Given on save.
Name	Its name.	Required.
Criteria From	Another board whose criteria this one uses.	Optional. Pick from the list.
Notes	Notes.	Optional.
Stored As	Company or user.	Locked after the first save.
User Name	The owner, for a user’s board.	Locked.
Legal Entity	The company.	Filled in.
Default	The owner’s default board.	Tick or leave clear.
Order	Order in the switcher.	Optional. A number.

Tiles

Tiles.

Column	What it means	What to put
Widget	A tile. Required.	Required. Pick from the list.
Tile Name	Its name on the board.	Optional.
Section	The section it sits in.	Optional.
Group By	Group the tile by.	Optional.
Value Column	The value it shows.	Optional.

Users

Users (company boards).

Column	What it means	What to put
User Name	A user who sees the board.	Required. Pick from the list.

How to configure it

Which fields are required, greyed, hidden or pre-filled for a company is set on Organizational Structure Setting, in its Default Parameters grid, and one user can differ through User Parameter Value.

What it is connected to

If something looks wrong

• “A company board is made or changed by a consultant only.”
• “A view another user keeps is changed by that user or a consultant.”
• “The board number … is a standard board’s.” Pick another number.