Dashboard Settings
Dashboards are configured in the dashboard builder under Application Settings → Structure & UI → Dashboards or Table Settings → User Interface → Dashboards. The builder has two tabs: Dashboard (layout canvas) and Properties (dashboard-level settings). This reference covers those settings; for building and using dashboards, see the Dashboards guide.
Building and editing dashboards requires an application where your role has admin or limited admin access. Dashboards are also available through the REST API; see the Dashboards endpoint reference.
Dashboard properties (Properties tab)
| Setting | What it does |
|---|---|
| Dashboard Name | The name of the dashboard (required). |
| Display on Menu | Adds the dashboard to the application's navigation menu builder when enabled. |
Layout controls
| Control | What it does |
|---|---|
| Auto flow / Manual | Toggle between automatic stacking and freeform positioning. |
| Emulate Desktop / Tablet / Mobile | Preview the layout at different breakpoints in Manual mode. |
| Add Widget (palette) | Drag reports, tiles, forms, buttons, websites, rich text, sections, or tabs onto the canvas. |
Widget types and customization
Hover a widget and click the cog to open its Customize settings. Some options depend on the widget type.
| Widget | Common settings |
|---|---|
| Report | Display as a panel; choose whether the report appears in add, edit, and view modes. The report is selected when dragging it onto the canvas. Each report can appear only once per dashboard. |
| Tile | Icon, label, alignment, color, link, table, query, field to summarize, and summary function (count, sum, average, min, max, and more). |
| Form | Table, form, query, and sorting. |
| Button | Icon, label, alignment, color, and link. |
| Website | URL/link and panel display. |
| Rich Text | Content and panel display. |
| Section | Heading, column count (12, 10, 8, 6, 4, or 2), and per-mode display. Used to group other widgets. |
| Tabs | Headings and per-mode display. Used to group widgets into multiple views. |
Managing dashboards
| Action | What it does |
|---|---|
| Add Dashboard | Create a new application or table dashboard. |
| Edit (pencil) | Open the dashboard in the builder. |
| Duplicate | Copy the dashboard as "Copy of" followed by the original name. |
| Delete | Remove the dashboard (requires typing delete dashboard to confirm). Records, reports, and other data are not affected. |
Defaults and placement
- Table default: set in Table Settings → Properties (UI Settings) to control which dashboard opens when viewing a table.
- Role defaults: set in Settings → Roles (application landing dashboard and per-table default dashboard; "Table Default" defers to the table's setting).
- Menu placement: dashboards with Display on Menu enabled can be added to navigation via Application Settings → Menus.
For more details, see the Dashboards guide and Permissions guide.