Setting Up a User Dashboard
Setting up a dashboard starts with users choosing from a list of pre-configured widgets to configure their dashboards in a Perspective Session based on their individual needs.
To edit the dashboard in a Perspective Session, the user can put the dashboard into Edit mode by clicking the Edit icon at the bottom of the dashboard and deciding what widgets they want, where they want them, and how they want them configured. They can add, remove, resize and configure widgets, including the ability to interact with widgets such entering text in a text field or displaying/hiding components in a widget. You can also remove this control entirely and implement your own by configuring the '
editingToggle' property on the component. Refer to the Dashboard component properties for more details.
The following sections on this page describe how to set up your own dashboard.
There are two ways a user can add a widget in a Perspective Session: by clicking on a single grid cell, or by dragging a grid cell over multiple grid cells that opens an add widget overlay as shown in the image below. Both ways result in displaying the add widget modal which provides a searchable list of all of the available widgets a user may add to their dashboard.
Dragging a grid cell creates an add widget overlay that specifies the desired dimensions of the widget to add. If the desired widget position overlaps other widgets, the overlapped widgets will be moved to any available space on the dashboard. Widgets do not overlap when being added, resized, and moved unless there happens to be no space for a widget so that it is placed within the grid.
Widget's Minimum Dimensions
When adding a widget, if the desired dimensions are less than the configured minimum dimensions, the desired dimensions will get overridden by the minimum dimensions. If a single grid cell is clicked, the configured default dimensions will be applied, if and only if, the default meets the required minimum dimensions, otherwise the minimum dimensions are applied. By default, the minimum and default dimensions for a widget are 1x1.
On mobile devices, activating a grid cell requires a long-press of about a second. Once a grid cell is activated, you can then drag to create the add widget overlay. The image below shows Widget 1 dropped over the multiple selected grid cells in the dashboard. You'll notice the active widget has a dashed blue border.
Click the Edit icon, select the widget, and you'll notice the widget has a dashed blue border indicating the widget is active, then click the Delete 'X'icon in the top right corner to remove the widget from the dashboard. You will then be prompted with a confirmation modal to delete the widget. Click Remove.
Put the dashboard in Edit mode, select the widget so that it becomes active (dashed blue border). Drag the widget to the desired position. As you move the widget, any overlapped widgets will be repositioned into the first available space.
To resize a widget, put the dashboard in Edit mode, then simply select the widget you’d like to resize and drag one of the resize handles. If, while resizing, the widget overlaps other widgets, the overlapped widgets will be repositioned into the first available space.