Configure applications

This page provides the steps to configure and secure xDM Dashboard applications.

Use dashboard and charts

Once the charts and dashboards are designed and tested using their preview feature, it is possible to use them:

In dashboard applications, by configuring the application navigation to open dashboards.
In Semarchy applications using charts and dashboard embedding into forms, or application actions to open dashboards.

You can configure the dashboard application and add navigation items in the left-hand navigation drawer to open existing dashboards.

To configure the Application Navigation:

Select Application Configuration in the navigation drawer.
The application editor opens.
Select the Navigation tab in the editor.
This tab shows a list of Navigation Items, organized into Navigation Groups.

To add a navigation group:

Move your mouse cursor on the floating action button in the lower-right corner of the screen and then select the Group action.
Enter a Label for this group.
Click Create.
This new group is added to the navigation.
In the properties side nav, select whether to Show a Divider for above the group label.
Use Move up and Move down to move this group in the navigation.

To add a navigation item:

Select the group into which you want to add the navigation item.
Move your mouse cursor on the floating action button in the lower-right corner of the screen and then select the Navigation Item action.
In the New Item dialog, select the Dashboard to open, and enter a Label for this navigation item.
Click Create.
This navigation item is added to the group.
In the Display Properties section of the properties side nav, select the Icon, Icon Color and Label Color to use for this item.
The Parameters section of the properties side nav lists the parameters available for the dashboard. Select the parameters that you want to set and provide a value for them.
Use Move up and Move down to move this item in the navigation.

Dashboard applications can be secured to enable access only to specific roles.

To secure applications, you may configure a Required Role on applications, charts or dashboards:

For an application, this role is required for a given user to open the application and see the application listed on the welcome page.
When no required role is defined, any user sees the application and can open it.
For a dashboard, this role is required for a user connected to the application to open this dashboard. Users without this role will not see this dashboard in the navigation drawer. This role is also required for users to view this dashboard embedded in a Semarchy xDM application in a form, or using an application action.
When no role is configured, any user connected to the application can see the dashboard.
For a chart, this role is required to see this chart within a dashboard. The chart is hidden from dashboards for users without this role. This role is also required for users to view this dashboard embedded in a Semarchy xDM form.
When no role is configured, any user connected to the application can see the chart.