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Dashboard

Dashboard

A new Dashboard concept was introduced in Portrait 6.x. Capabilities were extended. Inside the application.yml file, you can find the config section dashboard under application.

 

Property

Default

 

Property

Default

Show Latest / Activity-Feed

The Activity feed is automatically generated through Reindexing.
You can decide if it is shown on the dashboard.

showLatest boolean

true

Show Favorites

Users can flag entries as favorites. Like this, the user sees the favorites on his dashboard. The newest favorites will be shown on top.

showFavorites boolean

true

Show Search

The search module is a way to promote the global search, which is anyhow always available on the top menu. However, the search module also remembers the last searches.

showSearch boolean

true

Show Hero

The Hero shows an image (see heroLogo in Theming) and an intro text to describe the app.

The text supports markdown.

showHero boolean

true

Caption

What should be the name of the Dashboard in the sidebar.

caption string

Dashboard

Quick Actions

This defines actions to show up on the dashboard and in the top menu as “Quick Actions”.

A quick action needs the following properties:

  • type
    An action can be either of type scan (meant for opening entries with a corresponding barcode) or form (see Forms).

  • key
    ID of the form to open.

  • label
    Action description.

  • subtitle
    Extended Description of the action (shown on the dashboard).

  • icon
    Icon for the action. Use the name for the icon found in the Feather – Simply beautiful open source icons library.

See the below examples.

Note that when changing quick actions, a full browser restart is required to make the new actions show up in the context menu of the PWA.

actions object

null

Example configuration in the application.yml file:

application: name: Portrait App owner: Treskon GmbH ... dashboard: showLatest: true showFavorites: true showSearch: true showHero: false caption: Start actions: - type: scan key: xyz label: Lieferung scannen subtitle: Barcode scannen und Lieferschein öffnen icon: scanner - type: form key: createServiceCall label: Neuer Service-Call subtitle: Formular zum Erfassen eines neuen Einsatzes icon: edit - type: form key: uploadFile label: Datei hochladen subtitle: Datei in das Archiv hochladen icon: plus

Rearrange or hide modules

The user can rearrange the dashboard modules to his needs. This order will be stored on the server and will be applied on each device.

Besides from a section favorite, a user cannot hide modules, only an administrator defines what features are available.

Barcode Scanner

The barcode scanner is a part of the quick actions. In the above example, you can see how the barcode scanner is configurable with the type “scan”. How you label it, and describe the use-case behind it, is up to you.

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