Content Area Definition Dashboard

This page will display a list of content area definitions defined in the platform. Content area definitions act as a template for content areas that are displayed on dashboards and reports. They define the settings for the content area, the source and presentation of the data as well as the security model. 

• This page can be accessed from the Configuration workbench. From the menu, select 'Config Workbench' under the 'Administration' section.

• From the configuration workbench, select 'Content Areas' from the 'Data and Reporting' section.

• Enter text in the filter criteria to restrict the content area definitions displayed

• Content area definitions cannot be created from scratch via this page. Creation of a new content area definition as a copy of an existing one is supported however. Refer to the 'Copying' option below.

• To create a new content area definition, navigate to the dashboard or report where the content area is to be created. Refer to Content Area Definitions for further details.

• Content area definitions can be created as a copy of an existing one.

• Click on the content area definition to be copied by either clicking on the ID field to the left or the drill-down arrow to the right of the record. This will bring up the Content Area Definition Detail page.

• Click on 'Copy CAD'. Provide a name for the new content area definition and the click on the 'Done' button.

• Click on an existing content area definition to view the Content Area Definition Detail page. This will show the basic attributes of the content area definition and templates where it is used.

• To update a content area definition listed here, drill down to the Content Area Definition Detail page by either clicking on the ID field to the left or the drill-down arrow to the right of the record. 

• The detail page will show where the content area definition is used. Click on the 'View Template' button of a template to bring up the Dashboard Template Detail page. From this page there will be an option to edit the template (if the user has access). Once the dashboard is in edit mode, the content area definition can be updated if the user has edit rights. 

• Refer to Content Area Definitions for further details of how to create and update content area definitions.

• Content area definitions can be deleted but all references to that content area definition must first be removed.

• Click on the content area definition to be deleted by either clicking on the ID field to the left or the drill-down arrow to the right of the record. This will bring up the Content Area Definition Detail page.

• If the detail page shows that the content area definition is in use, click on 'View Template' for each template to bring up the Dashboard Template Detail page. From this page there will be an option to edit the template (if the user has access). Once the dashboard is in edit mode, the content area definition can be deleted.

• Once all references to the content area definition have been removed, return to the Content Area Definition Detail page and click on 'Delete CAD'