Dashboard Modules

      

Dashboard Modules allow you to define modules you want your users to update from the FRONT of the website (instead of the Client Console). This involves two different components, FORMS which need to be set up, which are then referenced by the Dashboard Modules. Dashboard Modules works with the values found in ADMINISTRATORS, to determine which modules users have access to, including their personalization settings (like how many records per page view, and in what order). This filtration also allows for the ADMINISTRATOR to only manage content relative to the AUDIENCES and ROLES that he or she has access to. VIDEO BELOW

STEP ONE. Set up the form. These forms should already be found within the TEMPLATE GALLERY, and are faster to set up using these helpful guides. The template Gallery contains pre defined forms for NAVIGATION, NEWS, EVENTS, and GENERIC ENHANCED A - I. Any one of these could be used as a guide to set up a custom form should you need to do so. NOTE: Each of these forms must have a unique DEFAULT VALUE OR GROUP, and also maintain a unique REDIRECT Link. This is used to return the user back to the default grid view, when done editing, adding new, or deleting their records.

STEP TWO. Once these forms are set up, you will need to create DASHBOARD MODULE records which relate to these forms. Again, these default DASHBOARD MODULE records should be found in the TEMPLATE GALLERY, for you to release. You will need to DEFINE THE PATH of the module, for each form, and the CPScript provided, is then managed either on a Navigation page (or within a Dynamic Tab, if provided as a menu). It is important to ADD THE DEFAULT VALUE OR GROUP (FROM THE FORM) to the tail end of this CPScript (FROM DASHBOARD MODULES) to prevent any confusion from within the Dynamic Tabs. ADDITIONAL NOTE: To take full advantage of the EDIT/RELEASE/ON HOLD Icons (served from the Design/Styles Module, and if not uploaded, they will appear as hard coded), PLEASE BE SURE TO ADD:  DisplayStatus='true'  and DisplayAudiences='true' added to them to take advantage of the "Hold"/"Release" images and the audience display.

Also, the dashboard scripts in the current dashboard need  DisplayStatus='true'  and DisplayAudiences='true' added to them to take advantage of the "Hold"/"Release" images and the audience display.

STEP THREE. Set up the Dynamic Tab (Newest JQuery UI Theme). You should find this DASHBOARD VIEW also in the TEMPLATE GALLERY, and is easiest to simply release it (as the forms and dashboard module records above already relate to it). Be sure to add your DASHBOARD MODULE SCRIPTS (Complete with DefaultValue or Group for each form you are calling to) while in HTML View. Adding them in DESIGN view can skew the results, adding unnecessary formatting to your scripts upon submission. Dynamic Tabs allows users to switch tabs without a page refresh. The cost for this UI enhancement is that all tabs are loaded every time a post back occurs. If you have many tabs containing large grids of data the performance of these post backs can be significantly affected.  NOTE: IT IS IMPORTANT TO SET REMEMBER CLICKED TAB (jqtRememberClickedTab) to YES.