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AVEVA™ Work Tasks

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Create Dashboard Link

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  • Last UpdatedMar 12, 2021
  • 3 minute read

Create a dashboard link to add a tabbed page as a link in the Enterprise Console menu. This page can have one or more forms (except list forms) with each form appearing in its own tab. You can also set this tabbed page as the home page.

To create a dashboard link

  1. On the Action bar of the Navigation List page, click New, and then click Dashboard.

    The New Dashboard Link dialog box appears.

  2. In the Title box, type a name for the dashboard link, and in the Description box, type a description for the dashboard link.

  3. In the Menu Order box, type a number to position the link in the Enterprise Console menu.

    Note:
    - By default, the menu order number will be one more than the highest menu order number entered for the links in the Navigation List.
    - The menu order number should be 0 or a positive integer.
    - The link with the lowest menu order number appears first in the menu followed by other links in the ascending order of their menu order number.
    - In case of links with the same menu order number, the last saved link takes precedence and appears before the other links with the same menu order number.
    - You must log out and log on to the Enterprise Console to see changes in the order of the menu items.

  4. In the Tab Order box, type a number to position the tab in the tabbed page.

  5. In the Type list, select Forms.

  6. In the Title box, type a name for the tab.

  7. In the Navigation list, select a form.

  8. To select form parameters, if required, click the Form Parameters icon.

    The Form Parameters dialog box appears.

  9. In the Value box against each parameter, type the values for the parameters, and then click Finish.

  10. To add another tab, click Add Record.

    A new record appears.

    Note:
    - A minimum of 1 tab is required for the tabbed page.
    - A maximum of 10 tabs are supported by the tabbed page.
    - To delete a tab, click the Delete icon.

  11. Repeat Steps 4 to 9 for each added tab

  12. Click Save.

  13. The dashboard link is saved and an information message appears.

  14. Click the Close button.

    The information message and the New Dashboard Link dialog box are closed.

For more information on Forms and Form Parameters, see Forms and Lists User Guide.

Note: Ensure forms added to tabs are available. If a form is deleted, then the tab containing the deleted form must be updated with an available form.

To set a dashboard link as the home page

  1. In the Enterprise Console, Click the User icon, and then click Repository Settings.

    The Repository Settings page appears.

  2. Click the Advanced Settings tab, and then click Manage Security Groups.

    The Security Group page appears.

  3. Right-click on a security group, and then click Edit (or click on a security group, and then on the Action bar, click Edit).

    The Modify a Security Group dialog box appears.

  4. In the Default Home Page list, click a dashboard link.

  5. Click Save.

    The security group settings are saved, the Modify a Security Group dialog box is closed, and the Synchronization dialog box appears.

  6. Under Do you want to Synchronize it?, click Yes, and then click Submit.

    The synchronization settings are saved and an information message appears.

  7. Click the Close button.

    The information message and the Synchronization dialog box are closed.

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