diff --git a/optimize/components/userguide/edit-mode.md b/optimize/components/userguide/edit-mode.md index 81274eb2e8..acbb53334f 100644 --- a/optimize/components/userguide/edit-mode.md +++ b/optimize/components/userguide/edit-mode.md @@ -7,7 +7,7 @@ description: "The edit mode allows you to configure the dashboard and adjust it The edit mode allows you to configure the dashboard and adjust it to your needs, including the following operations: - Rename your dashboard -- Add/remove a report +- Add/remove a tile - Save the current state with your applied changes - Cancel changes you already applied to the dashboard - Set filters available on the dashboard @@ -15,11 +15,11 @@ The edit mode allows you to configure the dashboard and adjust it to your needs, ![edit mode](./img/dashboard-dashboardEditActions.png) -Once you have prepared all your reports, you can now start to assemble them into a dashboard. Above the dashboard grid, click **Add a report** to open a modal where you can select one of your defined reports and add it to the dashboard. The **Add report** modal allows you to create dashboards that combine Optimize reports with data from other services as external URL reports and text reports. +Once you have prepared all your reports, you can now start to assemble them into a dashboard. Above the dashboard grid, click **Add a Tile** to open a modal where you can select one of your defined reports and add it to the dashboard. The **Add a Tile** modal allows you to create dashboards that combine Optimize reports with data from other services as external website tiles and text tiles. ### Optimize reports -In the **Add report** modal, use the **Optimize Report** tab to add reports to the dashboard. Use the **Select a Report** field to select one of the previously created reports or click **+ New Report from a template** to create a new report. +In the **Add a Tile** modal, use the **Optimize Report** tab to add reports to the dashboard. Use the **Select a Report** field to select one of the previously created reports or click **+ New Report from a template** to create a new report. ![add a report modal](./img/dashboard-addAReportModal.png) @@ -27,21 +27,21 @@ In the **Add report** modal, use the **Optimize Report** tab to add reports to t If the dashboard is inside a collection, only reports that are in the same collection can be added. If the dashboard is not in a collection, it can only contain reports that are also not in a collection. ::: -### External reports +### External websites -In the **Add report** modal, click **External URL** to enter the URL of an external data source which should be added to the dashboard. Such external reports are added as iframes to the dashboard. +In the **Add a Tile** modal, click **External Website** to enter the URL of an external data source which should be added to the dashboard. Such external websites are added as iframes to the dashboard. -![text report editor](./img/dashboard-addAReportModal-externalReport.png) +![external website editor](./img/dashboard-addAReportModal-externalReport.png) -### Text reports +### Text tiles -In the **Add report** modal, click **Text Report** to open the text editor. This allows you to create a document which can contain formatted text, links and images. +In the **Add a Tile** modal, click **Text** to open the text editor. This allows you to create a document which can contain formatted text, links and images. -![text report editor](./img/dashboard-addAReportModal-textReport.png) +![text editor](./img/dashboard-addAReportModal-textReport.png) -### Placing report on the dashboard +### Placing tile on the dashboard -To move the report to your desired location, drag it in any direction. As soon as you release the dragged report, it snaps to the closest grid position. Dragging the handle on the lower right corner of each report will resize it. Delete the report from your dashboard by clicking the **x** button on the top right corner of each report. +To move the tile to your desired location, drag it in any direction. As soon as you release the dragged tile, it snaps to the closest grid position. Dragging the handle on the lower right corner of each tile will resize it. Delete the tile from your dashboard by clicking the **x** button on the top right corner of each tile. ![edit actions](./img/dashboard-reportEditActions.png) diff --git a/optimize/components/userguide/img/dashboard-addAReportModal-textReport.png b/optimize/components/userguide/img/dashboard-addAReportModal-textReport.png index c09c43323b..50a298ffc6 100644 Binary files a/optimize/components/userguide/img/dashboard-addAReportModal-textReport.png and b/optimize/components/userguide/img/dashboard-addAReportModal-textReport.png differ diff --git a/optimize/components/userguide/img/dashboard-addAReportModal.png b/optimize/components/userguide/img/dashboard-addAReportModal.png index f00a799a54..09ff9d48dd 100644 Binary files a/optimize/components/userguide/img/dashboard-addAReportModal.png and b/optimize/components/userguide/img/dashboard-addAReportModal.png differ diff --git a/optimize/components/userguide/img/dashboard-dashboardEditActions.png b/optimize/components/userguide/img/dashboard-dashboardEditActions.png index 3e93b2a6fb..1455bd65f1 100644 Binary files a/optimize/components/userguide/img/dashboard-dashboardEditActions.png and b/optimize/components/userguide/img/dashboard-dashboardEditActions.png differ diff --git a/optimize/components/userguide/img/dashboard-reportEditActions.png b/optimize/components/userguide/img/dashboard-reportEditActions.png index 30f1dac8dc..6913d66bef 100644 Binary files a/optimize/components/userguide/img/dashboard-reportEditActions.png and b/optimize/components/userguide/img/dashboard-reportEditActions.png differ diff --git a/optimize/components/userguide/img/dashboard-viewMode-monitorFeatures.png b/optimize/components/userguide/img/dashboard-viewMode-monitorFeatures.png index a6283be869..84c178cab9 100644 Binary files a/optimize/components/userguide/img/dashboard-viewMode-monitorFeatures.png and b/optimize/components/userguide/img/dashboard-viewMode-monitorFeatures.png differ diff --git a/optimize/components/userguide/img/filter-editMode.png b/optimize/components/userguide/img/filter-editMode.png index e97ebb1242..5fbf05722f 100644 Binary files a/optimize/components/userguide/img/filter-editMode.png and b/optimize/components/userguide/img/filter-editMode.png differ diff --git a/optimize/components/userguide/view-mode.md b/optimize/components/userguide/view-mode.md index bb4992e9c0..43e984c4a2 100644 --- a/optimize/components/userguide/view-mode.md +++ b/optimize/components/userguide/view-mode.md @@ -47,6 +47,6 @@ In the dashboard view mode, there is a **Filters** button which opens a panel th ![filters in view mode](./img/filter-viewMode.png) -Filters apply to all process reports on the dashboard. If a report already has filters set, they will be combined with the dashboard filter. For example, if a report has a filter to only show running instances and a dashboard filter for suspended instances is set, the report will only show instances that are both running and suspended. Dashboard filters are not applied to decision reports or external reports. +Filters apply to all process reports on the dashboard. If a report already has filters set, they will be combined with the dashboard filter. For example, if a report has a filter to only show running instances and a dashboard filter for suspended instances is set, the report will only show instances that are both running and suspended. Dashboard filters are not applied to decision reports, external websites, or text tiles. Variable filters are only applied to reports whose process definition includes the variable. Otherwise, the filter is ignored for that report. Other dashboard filters and filters defined directly on the report are still applied.