Last updated October 21, 2019
Customize the Home Page to satisfy role-specific needs
Custom Dashboards allow all users to leverage the home page to perform their role more efficiently.
A Dashboard is made up of sections that each have a layout of components which have configurations.
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.
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.
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.
This component provides a fully-customizable table to display order-level information.
This component provides a fully-customizable table to display customer-level information.
This component provides a list of orders and their respective workflow-level information.
This component provides a list of users and their current activity.
Best Practice: put two user activity components side-by-side to monitor active and inactive user separately
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
The FactoryFour QR listener for Scan Action is fully accessible from any dashboard so long as the cursor is not in a text field.