Custom Dashboards allow all users to leverage the home page to perform their role more efficiently.

At a Glance

Dashboard Structure

A Dashboard is made up of sections that each have a layout of components which have configurations.

Functional Setup

The two aspects that control dashboard functionality are component selection and configuration. Component selection dictates the structure and type of information displayed in each module of the dashboard. The component configuration, accessible during the dashboard modification, specifies both the information to include and how the information is displayed.

Aesthetic Setup

Sections and layouts control dashboard aesthetics. A section is typically a row of components that can be given a certain layout – note that on small screens all components are full width in which case the components display in order left-to-right and section-by-section. Layouts inform the number of components in a section and the width of those components. Keep in mind that certain dashboard components are only compatible with the larger component sizes.

Dashboard Preview

At any time during the modification of a dashboard, the current state of the dashboard can be previewed for both functional and aesthetic validation. Note this is a view-only mode, if you want to interact with the dashboard components click ‘Done Editing’ and interact with the live dashboard.

Dashboard Components

Orders Table

This component provides a fully-customizable table to display order-level information.

Configuration:

1. Order Views to include
   • ‘All’ includes all existing and future order views
   • ‘Subset’ allows for a selection of one or many views
2. Default View
   • If multiple views are selected, a default view can be defined to display anytime the page loads
3. Columns to include
   • Add, order and remove columns to show the relevant order information for this component
   • All order-level information are available in columns including: dates, datapoints, tags, and customer
   • Note: Only first 3 columns will show on smaller components
4. Sort
   • Select a sortable column – Order ID or Order Dates – and a sort direction
   • Ascending = A-Z or earliest to latest; Descending = Z-A or latest to earliest

Customers Table

This component provides a fully-customizable table to display customer-level information.

Configuration:

1. Columns to include
   • Add, order and remove columns to show the relevant customer information for this component
   • Note: Only first 3 columns will show on smaller components
2. Sort
   • Select a column and a sort direction
   • Ascending = A-Z or earliest to latest; Descending = Z-A or latest to earliest

Order Workflows

This component provides a list of orders and their respective workflow-level information.

Configuration:

1. Order Views to include
   • ‘All’ includes all existing and future order views
   • ‘Subset’ allows for a selection of one or many views
2. Default View
   • If multiple views are selected, a default view can be defined to display anytime the page loads
3. Show Create Order button
4. Sort
   • Select a sortable order column – Order ID or Order Dates – and a sort direction
   • Ascending = A-Z or earliest to latest; Descending = Z-A or latest to earliest

User Activity

This component provides a list of users and their current activity.

Configuration:

1. Select users and user groups to include in components
   • ‘All’ includes all existing and future users
   • ‘Subset’ allows for a selection of one or many users or user groups
2. Default User Filter Status
   • Select ‘All’, ‘Inactive’, or ‘Active’ as the default filter, the other filter options are always just a dropdown selection away
3. Include Current Logged-In User
   • Useful for personal user activity tracking in shared dashboards, include the current logged-in user
4. Last Check-In/Out Time Format
   • Hours:Minutes – example: 02:34
   • Hours – example: 2 hours
   • Minutes – example: 154 minutes
   • Timestamp – example: 11:34 am
5. Sort By
   • Select a sortable field – Name, Number of Active Tasks, Timestamp
   • Ascending = A-Z or earliest to latest; Descending = Z-A or latest to earliest
6. Component Height
   • Enter the number of visible rows to display
7. Default Row Display
   • User rows ‘Collapsed’ or ‘Expanded’

Best Practice: put two user activity components side-by-side to monitor active and inactive user separately

Custom

Custom iframe components can be added to your dashboard as well. These components are typically created during implementation, but if there is a custom component you’d like to add reach out to your Customer Success representative for setup.

Note: this selection will only be available once a component has been added to the organization

Scan Action on the Home Page

The FactoryFour QR listener for Scan Action is fully accessible from any dashboard so long as the cursor is not in a text field.