• Alert Section

    The Alert section provides the ability to display dynamic messages (e.g. home page notifications, data entry instructions, etc.). The messages can be categorized as errors, warning, success, or info alerts and the content in the messages can vary based upon conditional logic. Adding an Alert Section Follow the steps below…

  • Release 197.0

    29 July, 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Alert Section Ability to select Name/Numeric Value and Name/Numeric Value/Icon picklists for Attribute Summary on Cards Tighten padding within grouped columns on Tables Disable MFA from any enterprise via Enterprise Admin Users tab New…

  • Release 196.0

    15 July, 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Ability to copy Attributes and Metrics to another template from the Data Panel Ability to reference a role from an Association in an Assign Role business rule Issue Resolutions: Page-level filters not available in…

  • Release 195.0

    01 July, 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Option to Enable Drill Down on Card section Ability to customize Drill Down on Card section Ability to select Association as Type for Card section Ability to Create from Table section Issue Resolutions: Custom…

  • Pie Chart

    Overview This is a Beta Release feature. Configuration and functionality may be modified before formal release. A pie or donut chart is a circular statistical graphic which is divided into slices or sections to illustrate numerical proportion. The Pie Chart section can be added to a layout, dashboard, or presentation…

  • Release 194.0

    17 June, 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Convert Owner and Sponsor to multi-user roles Allow users to hold multiple roles on items Show multi-user role changes in History View Improve the Export Service for large exports Item Views Support Page Remove…

  • Release 193.0

    03 June 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Align Card section and Achievement Card section styles Icon no longer required to be displayed in Card section Issue Resolutions: Limit the number of items that can be deleted in one request to 250…

  • Release 192.0

    20 May 2023 (Note: Official Release Notes are available as an attachment to this article.) Enhancements: Enhanced Manage Favorites Dialog Ability to select an Association as a Datasource for Custom Sections Chart Custom Section Drill Down Issue Resolutions: Calculations on publish are properly evaluated in the drilldown dialog but are…

  • Configuring Card Sections

    Overview The Card section allows for quick visual insight into the data within your solution. Card sections can display a single value or multiple values from your solution as well as a Progress Bar derived from a value as a visual aid. Values consist of attribute data from the current…

  • Configuring Metrics

    Overview Metrics measure results, identify historical trends, and help predict future success. They contain a collection of data sets (e.g., Actual, Target, Forecast) and an array of time periods (e.g., days, months, years). An expression can be defined for a data set and will be resolved to assign the values…