Creating Dashboards

Last updated 15/11/2022

Add a Dashboard

This documentation will show you how to create dashboards in Five. Five's dashboards enable you to combine multiple actions on the one view to give richer insight by connecting and visualizing your data in minutes.

Requirement

When working in the Cloud, the role of Developer or Control.

Prerequisite

The actions you want to display on your dashboard must be saved in Five.

Five's Actions

• Forms
• Charts
• Queries
• Dashboards
• Mail Merges
• Processes

Steps

1. Select Dashboards in the menu.

2. Click the Add Item button in the list app bar.

3. Type a title in the Title field.

4. Type the amount of required columns in the Columns field.

5. Type the amount of required rows in the Rows field.

6. Click the Actions tab.

Figure 1 - Add a dashboard

7. Click the Add Actions button.

Figure 2 - Add Actions button

8. Click the Edit button in the Page Position field.

Figure 3 - Edit button

9. Select the page position in the Grid Picker.

10. Click the Save button in the Grid Picker.

Figure 4 - Select the page position

11. Click the lookup icon in the Action field and select the action to be displayed in the page position.

12. Click the Save button in the form app bar.

Figure 5 - Select an action

13. Click the Add Actions button.

Figure 6 - Add Actions button

14. Repeat the process to add another action and continue for the amount of actions required to be displayed on the dashboard.

15. On completion of adding the last action, click the Save button in the app bar above the list.

Figure 7 - Save the form

The below image shows how a dashboard could look in your application.

Figure 8 - Dashboard