Skip to content

Dashboards and the Page builder

Screen guide6 minPractitioner

Before you start

A dashboardDashboardThe first screen of an app: sections of blocks (Metric, Report, Custom HTML).Open glossary ↗ is a home screen for an applicationApplicationA named menu of modules (grouped into sections) that people open in App space.Open glossary ↗: numbers, reports and your own panels, arranged in rows. You list and manage dashboards under Dashboards in the Designer’s left rail. You design one in the Page builder.

What does the Dashboards list show?

Section titled “What does the Dashboards list show?”

The page is headed Dashboards. Dashboards belong to an app, so you choose the app first. The page shows Choose an app with one card per app. If there are no apps, it says “Dashboards belong to an app. Create an app first, then come back to give it a home screen.”

Once an app is open, the list shows its dashboards.

The Dashboards list for one app: the app switcher and search box above a table of dashboards, each row with its roles, an Active switch and an Open button.
    The app name opens a menu to switch to another app.
    New dashboard opens the drawer for a new one.
    Who sees it shows the first two roles, then a count. No roles picked is a warning.
    The Active switch hides a dashboard without deleting it.
    Open goes to the Page builder. The dots menu has Design, Rename and access, Duplicate and Delete.

Each row shows the dashboard’s name and its size, such as “3 sections · 7 blocks”, or “Empty, not designed yet”. Click Name or Active to sort. Search with Search dashboards, or press /. Press N to start a new dashboard.

What is in the Page builder?

Section titled “What is in the Page builder?”

Open a dashboard and the Page builder fills the screen. A bar runs across the top, with the page name, which you can edit in place. A left panel adds things, the canvas in the middle is the dashboard, and the right panel edits whatever you select.

The Page builder with the Main Dashboard open: section layouts and block types on the left, the dashboard canvas in the middle and the page settings on the right.
    Switch the canvas between desktop, tablet and phone widths.
    Preview hides the editing tools. Save turns on when something changed.
    Sections are rows. Pick a layout to add one.
    Blocks go inside a section: Metric, Report and Custom HTML.
    With nothing selected, the right panel holds the page’s Name and Who sees it.

The left panel has two tabs, Add and Layers. Layers lists every section and block by name, which helps on a long page.

Which section layouts are there?

Section titled “Which section layouts are there?”

A section is a row with columns. Click a layout to add it at the end, or drag it into place.

LayoutColumnsHow blocks share the row
Full1One block, full width
Halves2Two equal blocks
Thirds3Three equal blocks
Quarters4Four equal blocks
Wide · narrow3The first block takes 2 columns, the second takes 1
Narrow · wide3The first block takes 1 column, the second takes 2

With a section selected, Columns offers 1, 2, 3, 4 and 6. Each block has a Width stepper, for example “1 / 4”, to span more columns.

What can the toolbar do?

Section titled “What can the toolbar do?”
  • Undo and Redo step back and forward through your changes.
  • Save with Ctrl + S, duplicate the selection with Ctrl + D, remove it with Delete, move a section with Alt + ↑ or ↓, and preview with P.
  • Build with Buzz in the top bar can change the page for you. The builder then says “Buzz updated the page. Review it, then save.”

When do people see my changes?

Section titled “When do people see my changes?”

Click Save. The builder says “Saved. People see the changes next time they open the page.” If you leave with unsaved work, it asks Save your changes? and offers Discard or Save and leave.

Where do I go next?

Section titled “Where do I go next?”

Check yourself

Omar saves a dashboard but picks no roles. Who sees it in App space?
Show the answer

Only people who have no role at all. A dashboard with no roles is shown only to people who have no role. People who have a role see only dashboards that list one of their roles.

Which block shows a single number with a label, such as open purchase orders?
Show the answer

Metric. A Metric block is one value with a label. Its value comes from a Smart Script.

What's next

Create a dashboard and choose who sees itAdd a dashboard to an app, name it, pick the roles that see it and open it in the Page builder.Show a number with a metric blockAdd a metric block to a dashboard and write the Smart Script that works out its value, with a guarded example you can copy.

Last checked