Dashboard Configuration

The main settings for the dashboard configuration (from Forma 3.x onwards) are available under:  

 Admin > System configuration > Dashboard Configuration 

 

 You can  create  a new dashboard or: 

 

 Clone/Duplicate 

 Edit an existing layout 

 Assign view permissions for each dashboard layout 

 Delete an existing layout 

 

 Creating a new dashboard 

 

 

 Dashboard name: Name of the dashboard. It's just for internal purposes, it's not visible to the users. 

 Dashboard layout caption. This is the caption that appears when you hover on the dashboard button. 

 Select a status: Draft/Published. 

 

 Duplicating a layout 

 

 Duplicate an existing layout and set its Name, Description, and status 

 Editing a layout 

 Adding a new block 

 You can delete blocks using the 'X' button, or you can create new blocks: 

 

 The available blocks are: 

 

 Ads/Announcements: this block displays a list of announcements from the courses the user is enrolled to. 

 Image / video banner: this block adds an image banner, that can be linked to a video opening in a popup. 

 Calendar: this block displays courses start/end dates and classroom days on a calendar layout 

 Certificates: this block displays a list of the latest certificate available to users 

 Courses: this block displays the next courses about to start or close or classroom days. 

 Messages: this displays a list of private messages received by the user 

 Welcome message: this block sets a custom welcome message on the dashboard page. If you don't set a custom message, the default one from the languages will be used. 

 

 Concerning the welcome message, we recommend using and/or customizing the default text in the language management, because it can include the user's first and last name, and it can be localized according to the user's preferred language. 

 Editing blocks  

 For each block, you can set: 

 

 Type: Number of columns 

 Title: a title that will be displayed to users 

 Specific parameters for each block 

 

 Block width and position 

 The dashboard layout is based on a grid of 4 columns: 

 

 Width : each block will occupy a variable width of 1 to 4 columns, for a maximum of 4 columns occupied on the same row 

 Position : Every block can be dragged and dropped horizontally or vertically. 

 

 

 Viewing Permissions 

 Set the users, nodes or groups assigned to view each layout: with this feature you will be able to assign different dashboard layouts to different users. 

 Example 

 This is a good example 

 

 Let's see how it's configured in the backend. 

 On the first row, two blocks of 2 columns each. The Welcome message has been customized here, so this will override whatever message is in the language management. 

 The banner is 600 × 120, and it's linked to a YT video. You can also use slightly different sizes: in general, the banner should have a rectangular ratio. 

 

 Let's see the second row: three blocks, the calendar has 2 columns and the other blocks have 1 each.