Build a dashboard

A dashboard is made of elements placed one after another: a header at the top, then numbers, charts, lists, filters and text, and a footer at the end. You build it in the page editor, which shows the page exactly as your readers will get it while you change it.

Open the editor

Open the page under Pages, open the menu under its title and choose Edit. The editor has three parts:

• On this page, on the left: every element as one row. Drag a row to move the element. A red triangle on a row says what the element still needs, such as a source or a field.
• The page itself, in the middle. Click an element to select it.
• The selected element's settings, on the right, in two tabs: Data (its title, what it shows and where it comes from) and Appearance (how wide it sits, and which tab it is in).

There is no Save button. Every change is kept as a draft as you make it, and the top of the editor says when it was last saved. Readers keep seeing the published version until you publish again. The top of the editor also offers Desktop and Phone, to see the page at either width, Preview as customer, and Publish.

With nothing selected, the settings are the page's own: Layout is One column, Two columns or Grid. On an element's Appearance tab, Width overrides the layout: Auto (the layout decides), or 25%, 33%, 50%, 67%, 75% or 100% of the row. Start on a new line moves an element to the next row without widening it. A phone ignores widths: see Pages on a phone.

Add an element

Choose Add element under the rows on the left. The menu says what each element is for:

To remove an element, open the ⋮ on its row and choose Delete element. The message that follows offers Undo.

Header

The header is the top of the page and the part that says who it is from: your logo, a Title and a Subtitle. Under Buttons, choose Add a button for each thing a reader can do next. Each button has:

• Label: the words on it.
• When pressed: Open a form, Open a page (another page of the workspace) or Open a link. A link's Address starts with https://, mailto:, tel: or whatsapp:. When the workspace has a phone number in Settings, two shortcuts, Call and WhatsApp, fill it in for you.
• Opens as, for a form or a page: Panel (at the right), Popup (in the middle) or Full page (in place of this one). On a phone, a panel and a popup open as a sheet.
• Shown to: Everyone, Workspace members, or Only these roles and people. A button not shown to a reader is not drawn for them at all, so a team-only button never appears on a customer's screen.

The button's ⋮ offers Make it the main button (the one that always shows, even on a phone) and Remove button. When the main button opens a form, its Record page setting is the label of the big button at the end of each record's page: see Record pages.

Text

A Title and a Text box: delivery terms, opening hours, a note on how prices are worked out.

Text is shown as plain text. It has no bold, no lists and no links; use a header or footer button for a link.

Number

One figure in large print: total sales, open orders, average order value.

• Title, and Description: the line under the number saying what it means, such as "Open and Hold status".
• Source: the table or view it reads. When the workspace has several databases, each source is named with its database.
• Field: a number, amount, percentage or calculated field of that source.
• Aggregation: Sum, Average, Minimum, Maximum or Count. Count is how many records have a value in the field.

The Field list offers only numeric fields, so a Number cannot count the records of a table that has none.

Chart

• Title, Source, and Chart: Bar, Line or Pie.
• Category: the axis, or the slices of a pie. A date field can be drawn by each date, or by a part of it: Year · Month (one bar a month), Year, Month (of any year) or Day (the date, for a field with a time; the day of the month, for a date alone).
• Value: the number plotted for each category.

The Type setting turns a Number, a Chart or a Text into one of the others, keeping its title, width and source.

A chart plots one value, and adds it up per category: from the editor, a chart always shows the sum. Bar, line and pie are the only chart types.

Tabs

Tabs show parts of a long page one at a time: Invoices on one tab, Requests on the next. A Text, a Number, a Chart or a List can sit in a tab; the header and the filter bar always stay above the tabs.

1. Select an element and open its Appearance tab.
2. Under In tab, choose Add tabs. This makes two tabs: one holding the element, and an empty one for what goes next. With two Lists or more, Put these in tabs makes a tab of each List; the editor also offers this on its own above the rows.
3. To move another element into a tab, pick the tab under its In tab, or Above the tabs, or New tab.

On the left, each tab is a row with its elements under it; drag tab rows to reorder them. Select a tab's row to change its Name, or open its ⋮ and choose Delete tab: its elements move to the tab before it. A page has at most 20 tabs, and a tab's name is at most 60 characters.

A tab with nothing in it holds Publish back until you add an element to it or delete it.

Footer

The footer is what readers see at the end of the page. Nothing shows until you add something. Under the rows on the left, choose Add to footer:

• Text: a heading and a note, such as "Deliveries" and your delivery terms, or your address and company number.
• Link: a page, a form, a website, a phone number or an e-mail.
• Button: the same, drawn as a button.

A footer link or button has the same settings as a header button, including Shown to. Its ⋮ turns one into the other with Make it a button or Make it a link.

Before you publish

While an element is unfinished, Publish is unavailable and says why beside it, for example "3 things to finish", each marked on the page. Choose Preview as customer to see the page as someone outside the team gets it, then publish it: see Publish a page.