How to configure a Dashboard Navigation widget

Last updated on July 2, 2024

About the widget

The  Dashboard Navigation widget allows users to navigate between different dashboards they can access from the widget. 

The widget is available in both the InfoDesk application and on embedded dashboards and is especially convenient on embedded dashboards where users can't access the navigation bar in InfoDesk.

When creating the widget, you can choose whether to display all dashboards or only a selection of dashboards. When the widget is added to a Dashboard, it is available for all users.

Prerequisites 

Available in both the InfoDesk application and on embedded dashboards.

Available for all users when the widget is added to a Dashboard.

To create and add a new dashboard widget, you must have access to Dashboards.

To create and add a new Dashboard Navigation widget, you must have Owner or Writer access to the Dashboards you want to display in the widget. Only the Dashboards you have Owner or Writer access to will appear on the dashboard list on the New navigation widget form.

Users can only view the Dashboards they have been granted access to in the Dashboard Navigation widget. This means the widget will be empty for users without access to the selected Dashboards.

Preparations

Before you create the widget, ensure that the end-users have permission to view the dashboards you want to display. To check and update who can access a dashboard, open the Dashboard Edit form and select User Access.

When using SSO or Machine users for embedded dashboards, make sure that the SSO users or Machine users have access to the selected dashboards displayed on the embedded Dashboard Navigation widget.

Read more about SSO and Machine users HERE.

Contact InfoDesk Support for more information and assistance.

Add the widget to the Dashboard

1. Go to the Dashboard overview page.
   
   
2. Click on Go to Widgets to create a shared Dashboard widget that can be used on several dashboards.
   
   OR, to create a widget only available for a specific Dashboard:
   Click the More icon (three dots) on the Dashboard card and select Manage widgets.
   
   
3. Click the Add Widget button and select an area to position your widget (top, right, or left).
   
   
4. Select the Dashboard tab and then click the Add button on the Dashboard Navigation widget.

Configuring the widget

1. Name: Type the name of the widget. The name will be the title of the widget on the Dashboard. Choose a name that clearly explains the widget. If you do nothing, the default text in the text field will be used.
2. Size: Select the number of dashboards you want to display on the widget. 
3. Dashboard list: Drag the dashboards you want to display in the widget from the left dashboard list and drop them in the selected list to the right. You can also select dashboards by checking the boxes and then click Add.
4. In the Selected list: Drag and drop selected dashboards to sort the order or to remove dashboards from the widget.
5. Press the Save button. The widget is now available to review on the Dashboard.

User Access: Only Superusers with Owner or Writer access to a dashboard can add and edit dashboard widgets. All users who have gained access to a dashboard can use the widget.