View Builder

An application to build dashboard pages and form views.

Features

1. The application provides you with DRAG N DROP feature to build dashboard pages and views.

How to Create Dashboard Pages: -

Suppose you want to create a dashboard page which shows incident data in the form of charts and tables.

In order to do that follow these steps: -

1. On the navigation bar navigate to Admin.

2. Under Admin click on View Builder. View Builder app opens up.

3. Click on ‘Dashboard’ button on top left corner and then click on ‘+’ icon. You will see list of reports.

4. Click on ‘Add Row’ button then specify number of columns then click ‘Add’ button. You will see drop area (table sections divided into rows and columns).

5. Now just pick and drag the report from the list of reports and drop in any of the row and column in the drop area.

6. When you are done, click on create dashboard button at the top right corner, a pop-up will appear.

7. Pop-up contains the form in which you have to provide dashboard page name, title, etc and click create.

8. You are done, your dashboard page will be successfully created.

How to Create a view

Suppose you want to create a view of incident form for End User and one for Fulfiller User.

In order to do that follow these steps: -

1. On the navigation bar navigate to Admin.

2. Under Admin click on Builder. View Builder app opens up. Click on ‘Views’ button on top left corner and then click on ‘+’ icon. You will see list of reports.

3. Click on ‘Add Row’ button then specify number of columns then click ‘Add’ button. You will see drop area (table sections divided into rows and columns).

4. Now just pick and drag the any form field of the from the list and drop in any of the row and column in the drop area.

5. When you are done, click on create view button at the top right corner, a pop-up will appear.

6. Pop-up contains the form in which you have to provide view name, title, role of the user and click create.