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Creating Custom Dashboards

 

 

 

 

DocuNECT provides the ability to extend the web interface by adding dashboards. These homepages (dashboards) can either work at the System Level (for all users), Role level, or User level.

 

 

Dashboard Configuration


The following screen is accessible in the User, Role and Database Settings page depending on the level at which you want the page to work.

 

 

The following table provides more information on the homepage configuration fields:

 

Field

Description

External Link

Allows HTML content to be referenced in an external site, such as a corporate web or intranet page.

Embedded HTML

Allows HTML content to be embedded directly into the DocuNECT database.

Internal Document

This allows you to add HTML content to a cabinet and point to the document ID so you can use version control to edit and make changes easily. In addition, you can either specify the latest version or a specific version.

 

 

Dashboard Display


When a homepage/dashboard is set at any level then the Dashboard menu item is displayed.

 

Home - This links to a dashboard set at the System Level.

My Dashboard - This links to a dashboard at the User level.

Roles - For every role the user is assigned to that has a dashboard then a tab is displayed with the role name.

 

 

 

HTML5 Dashboards


A dynamic dashboard has 5 parts:

HTML page

CSS

Javascript

Images

Handler

 

All of the resources are in the same Module or Dashboard folder and placed in the DocuNECT Web directory.

 

 

 

 

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