Guide To The Blue Prism Dashboard

Guide%20to%20the%20Blue%20Prism%20Dashboard

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Blue Prism
Guide to the Blue Prism Dashboard
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Revision History
Date
Revision
Author
Description
14/12/2015
0.1
JT
Document Created
The information contained in this document is the proprietary and confidential information of Blue
Prism Limited and should not be disclosed to a third party without the written consent of an authorised
Blue Prism representative. No part of this document may be reproduced or transmitted in any form or
by any means, electronic or mechanical, including photocopying without the written permission of Blue
Prism Limited
© Blue Prism Limited
All trademarks are hereby acknowledged and are used to the benefit of their respective owners.
Published by:
Blue Prism Limited
Centrix House
Crow Lane East
Newton-le-Willows
WA12 9UY, UK
Registered in England; Reg. No. 4260035
www.blueprism.com
Tel: 0870 879 3000
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Contents
1 Introduction .................................................................................................. 4
2 Working with Dashboards ........................................................................... 5
2.1 Creating a Dashboard .............................................................................................. 5
2.2 Editing a Dashboard ................................................................................................. 6
2.3 Deleting a Dashboard ............................................................................................ 10
2.4 Setting the Home Page .......................................................................................... 10
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1 Introduction
This document is a guide to using the Dashboard feature of Blue Prism introduced in version 5.
Dashboards are a new feature allow users of Blue Prism to quickly view information on various
aspects of the virtual workforce and Blue Prism environment. Dashboards are essentially a
saved view of a collection of tiles, with each tile being a visualisation of data. Subject to being
granted appropriate permissions, users can create, and edit existing dashboards within the
Dashboard tab.
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2 Working with Dashboards
2.1 Creating a Dashboard
A new dashboard can be created from the Dashboards tab in the Dashboard section. Selecting
the right-click option Create Personal Dashboard or Create Global Dashboard will create
either a new Personal or Global Dashboard.
Figure 1 Dashboard Right Click Menu
There are two kinds of dashboards:
Personal Dashboards. These are dashboards that are created by the logged-in
user. They are only visible to that user.
Global Dashboards. These dashboards are available to all users who have the
appropriate permissions in the Dashboard security group. The Dashboard permission
“Design Global Dashboards” controls access to this dashboard type.
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2.2 Editing a Dashboard
To edit a dashboard the appropriate Dashboard permission must be assigned to the user’s role
(see the Permissions chapter of this document). Once a dashboard is selected in the
Dashboard panel, the Edit option becomes available from the right click context menu.
Selected the Edit option will place the selected dashboard into edit mode, which will allow for
changes to be made to the design of the dashboard content.
Figure 2 Edit Option
Edit Mode is indicated by the appearance of vertical lines on the dashboard and by the
dashboard name field having a highlighted border. No operations outside of the dashboard can
be done while the dashboard is in edit mode. A dashboard will remain in edit mode until the
dashboard is saved or the editing is cancelled.
Whilst editing a dashboard the following operations are possible:
Adding a tile
Sizing and removing tiles
Moving a tile in a dashboard
Adding a dashboard title
Saving the dashboard
Cancelling edit mode
The following operations are only possible when a Dashboard is in edit mode. A dashboard
cannot be copied while it is in edit mode.
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Adding a title to a dashboard
To add a tile to a dashboard select the Tile Library tab to display the list of available tiles. Drag
and drop a tile onto the dashboard. Tiles can be dropped into any of the blank sections where
no tile currently exists.
Figure 3 Click and Drag a tile onto the dashboard
If a tile is dropped either side of another existing tile, then it will take the place of that tile and
cause the adjoining tile to be moved to the location indicated by the positional arrow.
Positioning is dependent upon the size of the tile.
Sizing and removing tiles
When a tile is right-clicked in edit mode then a context menu is shown revealing options to
select the size of tiles, or remove them:-
Small – the tile occupies one square of the grid
Medium – the tile occupies two squares of the grid
Large – the tile occupies one row of the grid
Remove – the currently selected tile is removed from the dashboard
Remove All Tiles – all tiles in the dashboard are removed
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Figure 4 Resizing options
Moving a tile in a dashboard
A tile can be dragged and dropped into any other position on the dashboard grid. Small sized
tiles will fit into a single grid space, whilst medium and large sized tiles may need to occupy
two or three tile spaces.
When tiles are moved surrounding tiles will be automatically moved to fit alongside them. A
positional arrow indicator will be shown during the drag operation to point to the destination
space when the tile is dropped on to the dashboard.
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Adding a title in a dashboard
Whilst the dashboard is in Edit Mode the title area is editable, and this is indicated by the field
being white with a highlighted blue border.
Figure 5 Changing a Dashboard title
Saving the dashboard
When no further editing is required then the Dashboard can be saved using the Save button in
the dashboard’s drop-down menu. Any changes made during the editing operations will be
retained. The dashboard will no longer be in Edit Mode when the Save button is clicked. This is
indicated by the title reverting to the full colour of the currently selected colour scheme.
Figure 6 Save changes to a dashboard
Cancelling Edit Mode
Selecting the Close option in a dashboard’s drop-down menu will close the dashboard. Any
un-saved changes will reveal a prompt message asking whether any current changes should
be discarded. Select ‘Yes’ to discard changes, cancel editing the dashboard, and revert the
dashboard to its previous saved state. Select ‘No’ to continue working with the dashboard in
edit mode.
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2.3 Deleting a Dashboard
To delete a dashboard select it, then select Delete Dashboard from the right-click context
menu.
A dashboard that is set as the current Home Page dashboard for all users cannot be deleted.
The Default dashboard also cannot be deleted. A dashboard cannot be deleted while it is in
edit mode.
Figure 7 Delete a dashboard
2.4 Setting the Home Page
Any dashboard can be selected to be shown on the Home Page. If a Personal Dashboard is
chosen for the Home Page then it will only be seen on that page by the current user. If a
Global Dashboard is chosen for the Home Page then it will be seen by all users.
To set a new Home Page dashboard select the dashboard from the list available in the
Dashboards panel. From the right-click context menu select Set as My Home Page. The
dashboard will be shown at the top of the list of dashboards, and will be shown on the Home
screen for the appropriate users.

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