plainblack.com
Username Password
search
Bookmark and Share

Dashboard

The Dashboard asset is a way to present content that users can then arrange on the page how they want. The dashboard is also a way to create a portal to other parts of a website. In essence, shortcuts of existing site content are placed in the dashboard, and then users can drag and drop the content to a location of their choosing.

  1. Choose the Dashboard asset from the New Content menu of the Admin Bar.

  1. Enter a title for the dashboard in the “Title” field.

  2. The “Menu Title” is the title as it appears in site navigation. You can leave this blank and WebGUI will fill this in for you.

  3. The “URL” field may also be left blank, and WebGUI will generate a URL for you.

  4. In the “Description” field enter a brief description of the dashboard, perhaps explaining its content or how to use it.

  5. At the bottom of the screen is the “Who can personalize?” field. This determines the group of users who will be allowed to personalize their content using the dashboard.

  6. Set your display settings in the “Display” tab.

  1. Hide from navigation?: if toggled to Yes, the asset’s title will be hidden in the site navigation.

  2. Open in new window?: if toggled to Yes, the asset will open in a new browser window when viewed directly.

  3. Display the title?: if toggled to No, the asset’s title will not appear on the webpage.

  4. Style Template: select a style in which to view the asset. If the asset is part of a page layout asset, the page layout style will override this.

  5. Printable Style: if the page is made printable, a pared-down printer friendly version will be made available.

  6. Dashboard Template: the default dashboard template is a three column view. To manually customize this template, click on the edit button to the right of this field.

  1. Set this asset’s security settings in the “Security” tab.

  1. Owner: the owner has full viewing and editing rights to the asset. Usually, the owner is the asset creator.

  2. Who can view?: determines the group who can view the asset.

  3. Who can edit?: determines the group who can edit asset content. This is not the same as the group “Who can personalize” that was set on the Properties tab; the “Who can edit?” group can edit the content in the asset’s “Add Dashboard” screen.

  4. Who can manage?: determines which group can manage dashboard content (add/edit/remove content, set overrides etc.).

  1. If you wish, enter metadata in the “Metadata” tab. This is the standard metadata tab common amongst most assets. You can learn more about it in the “Asset Basics” chapter.

  2. Click save and your dashboard will be placed on the site.

 

 

Notice that in the right hand corner is the “Leave Default User Perspective (Admin Mode)” link. Click this link to exit admin mode and see the default view, as the user would see it. The current view is the default user view. Anyone who has not yet customized the dashboard or users who do not have personalization rights will see this view.

NOTE: The default dashboard view does not contain the site navigation. To navigate to the page containing the content you would like to shortcut, use the Asset Manager, accessed through the Assets link in the Admin Console.

Add Content to the Dashboard

Adding content to the dashboard is basically done by placing a number of shortcuts on the dashboard. For this example, a number of shortcuts will be made from the Plain Black demo’s “Your Next Step” page (demo.plainblack.com). The content added through this process becomes the default content users can select from when they populate the dashboard, allowing them to customize the content they see.

  1. Navigate throughout your site and create shortcuts of the content you would like to place in the dashboard. The titles of these assets will appear in the clipboard on the Admin Bar.

  2. Once your shortcuts have been made, navigate back to the Dashboard asset.

  3. To add the asset shortcuts to the dashboard, simply click on their titles in the clipboard. You will not immediately see this content appear on the dashboard. Instead, they will be added to the dashboard’s New Content List. You can see an “Add New Content” link in the upper left hand corner of the dashboard default view. When you add the shortcuts to the Dashboard's New Content menu you are essentially creating a default menu of content users can add to their personal dashboards.

  4. To load the content onto the dashboard, click on the “Add New Content” link. The titles will appear in the New Content List on the left hand side of the dashboard screen.

  5. To place the asset shortcuts onto the dashboard, simply drag and drop the titles into their new positions. The content will display once the asset is placed. Content placed on the dashboard by the “Who can manage?” group will become the default content viewed when users enter the Dashboard. The user may then rearrange content as s/he desires.

Likewise, the asset can be removed from the dashboard simply by grabbing the title bar at the top and dragging it back to the New Content menu. Content can be rearranged in the same manner; drag and drop the assets into their new positions on the dashboard until everything is placed as desired.

If you slide the cursor over the title bar of an asset in the dashboard, you will see a delete button appear. Clicking on the delete button will also place the asset back in the dashboard’s New Content menu. Content can further be personalized through the shortcut toolbars where users may override the properties.

Personalize a Shortcut

You can personalize the Dashboard using the ##userPref:<profile field>## macro. Once members of the “Who can manage?” group have generated content for the Dashboard, and placed the shortcuts on the Dashboard for the default content, a shortcut can be edited and the macro inserted. This example is going to show how an Article, used to welcome a user to the Dashboard, is customized to display the user's first name.

  1. An Article asset was created.

  1. The article was made into a shortcut. The image below shows the original article on the page and in the Clipboard tab.

  1. Navigate to the Dashboard asset, and select the shortcut asset from the Clipboard tab to place in the Dashboard's New Content menu.

  1. Drag the shortcut onto the Dashboard to display it. Below, you can see that the title of the original article, “Dashboard Welcome,” is displayed. An override will be placed on the shortcut to display the current user's first name in place of this title.

  1. Edit the shortcut. Use the toolbar located at the top of the asset, above the gray shaded Shortcut bar to open the Edit Shortcut screen.

  1. Click on the Overrides tab. This will open a screen on which all the fields used during this asset-types creation are displayed (the fields seen in an asset's add/edit screen). These fields may differ depending on the type of asset.

  1. Click the Edit button for the field in which you'd like to enter a new value. In this example, the ##userPref:<profile field>## macro is going to be used in place of the shortcut asset's title. The macro is placed in the Title field and in the New Override Value field. In the profile field section of the macro you may enter any field name that corresponds to a field in WebGUI's user profiling system. In this example, ##userPref:firstName## was entered. This means that the macro will pull in the value entered for the user's first name in that user's user profile.

  1. Click save at the bottom of the screen.

  2. In the Manage Shortcut Overrides screen the new value for the Title field will be displayed. You can see that the article's old title will no be overridden by the macro.

  1. On the far right hand side of the screen, click on the Back to Edit Shortcut link.

  1. At the top of the Edit Shortcut screen, click on the Preferences tab.

  1. In the Preferences tab, select the field name to be pulled by the macro from the “Preference Fields to Import” area. In the screenshot below, you can see that First Name is selected. In the parentheses after this, you can see that the field name for this is firstName, which corresponds to the value entered in the macro.

  1. Click save.

You will be returned to the Dashboard. While editing the Dashboard in Admin mode, you are editing for a default user, and WebGUI uses the Visitor user for that purpose. By default, the user Visitor does not have a first name, so you will not initially see your override. To see the shortcut generate the macro, exit Admin mode. Then, you will able to see that the macro generates the first name of the currently logged in user in the Title field of the asset shortcut. Below, the user is Jane.

 

If a shortcut in a Dashboard is personalized in this manner, the user will see an Edit button in the bar at the top.

 

The Edit button allows the user to change the value pulled in by the macro. Clicking on the Edit button will open an edit field.

 

The dashboard user can enter a new value to display, and click save.

 

 

 

 

 

 

 

Keywords: Assets

Search | Most Popular | Recent Changes | Wiki Home
© 2017 Plain Black Corporation | All Rights Reserved