Creating Dashboards in v5.1.1.x

Building Lifecycle Applications for v5.0

DocuNECT provides the ability to extend the web interface by adding dashb. These homepages can either work at the System Level (for all users), Role level, or User level.

Dashboard Configuration

The following screen is accessible in the User, Role and Database Settings page depending on the level at which you want the page to work.


Note, the above screenshot shows the MyDocuments dashboard configured.

The following table provides more information on the homepage configuration fields:

Field Description
External Link Allows HTML content to be referenced in an external site, such as a corporate web or intranet page.
Embedded HTML Allows HTML content to be embedded directly into the DocuNECT database.
Internal Document This allows you to add HTML content to a cabinet and point to the document ID so you can use version control to edit and make changes easily. In addition, you can either specify the latest version or a specific version.

Dashboard Display

When a homepage/dashboard is set at any level then the Dashboard is displayed.

  • Home - This links to a dashboard set at the System Level.
  • My Dashboard - This links to a dashboard at the User level.
  • Roles - For every role the user is assigned to that has a dashboard then a tab is displayed with the role name.

HTML5 Dashboards

You can develop more active dashboards by using DocuNECT HTML5 modules. For more information, refer to the Building DocuNECT Lifecycle Applications Guide.