- 28 Aug 2024
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User Dashboards
- Updated 28 Aug 2024
- 1 minute read
- Print
- DarkLight
- PDF
Modern UI themes give you access to User Dashboards on every Slate page.
User dashboards support exports that can be used as merge fields.
Accessing user dashboards
In any Modern UI theme, user dashboards appear in the Featured tab.
select the Featured icon, at the top right of any Slate page immediately beneath the user icon. The Featured tab appears, along with any user dashboard content.
Close the Featured tab by selecting the Featured icon again.
Creating a user dashboard
To create a new user dashboard:
From the main navigation, select Database.
Select Dashboards.
Select New Dashboard. A popup appears.
Configure the following settings:
Status: Active
Name: Enter a short, descriptive name.
Type: User
Base: User
Select Save.
You are redirected to the dashboard summary page.
Configuring the user dashboard
Two tabs are available on the dashboard’s summary page: Edit Dashboard and Edit Query.
📝 User dashboards appear to all database users.
Configure the query
To configure the user dashboard query:
Select the Edit Query tab.
Configure the Exports area to select the data points to display. In this example, we create a subquery aggregate export with a join to Application Reader Queue to pull a reader queue count for the signed-in user.
If desired, configure the Filters area to limit the displayed records.
Configure the dashboard
To configure the user dashboard appearance:
Select the Edit Dashboard tab.
The query exports added in the Edit Query tab appear on the right side of the page. Drag or double-click them to add them to the editor.
Add styling and liquid markup as necessary using the Source editor.
The end result appears in the dashboard:
📖 Further reading
Learn more about configuring dashboards.