🏔️ Summit 2024 Feature

• 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 the dashboard

In any Modern UI theme, select Toggle Dashboard, at the top right of any Slate page, next to the user icon. The Dashboard appears.

The default tab, Dashboard, houses user dashboards:

Close the dashboard by selecting Toggle Dashboard again.

 📖 Further reading

Access Modern UI themes with Interface Themes.

To create a new user dashboard:

1. From the main navigation, select Database.

   

2. Select Dashboards.

3. Select New Dashboard.  A popup appears.

4. Configure the following settings:

   • Name: Enter a short, descriptive name.

   • Type: User

   • Base: User

5. 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:

1. Select the Edit Query tab.

2. 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.

   

3. If desired, configure the Filters area to limit the displayed records.

Configure the dashboard

To configure the user dashboard appearance:

1. Select the Edit Dashboard tab.

2. 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.

   

3. Add styling and liquid markup as necessary using the Source editor.

4. The end result appears in the dashboard:

   

📖 Further reading

Learn more about configuring dashboards.