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.