Content Areas Overview

Content areas are the building blocks for creating new dashboards allowing you to present information in different ways depending on the target audience. The Anywhere Platform comes with a comprehensive library of content area templates each with their own settings that govern which data is displayed and how it is presented.

The library is continually being expanded. New templates may be added during upgrades. Content areas that someone else has configured may also be added to the library, so that others can also use it.=

• In order to add content areas to a dashboard, the dashboard needs to be in edit mode. Click on the pencil icon to put the dashboard in edit mode. If there is no pencil icon the dashboard is not one that is editable, for example because it is a system dashboard.

• Click on ‘New Content Area’ to bring up the list of templates

• Highlight a template by clicking on it and a preview will be shown in the preview pane. The preview pane will also show how may times it has been used and who by. Use this to identify popularity and persons who may be able to help with setting up the content area.

• Click on the ‘+’ sign next to ‘Add to Dashboard’ to add the highlighted content area to the dashboard.

• Once added to the dashboard, click on the database icon (stack of coins) to define what data should be presented. Click on ‘Apply’ to apply the filters to the data.

• Click on the pencil icon to access the settings for how the data is presented.

• Click on the bin icon to remove the content area from the dashboard page.

• Click on ‘Save’ at the top of the dashboard to save changes to the dashboard.

• Click on ‘Cancel’ at the top of the dashboard to discard all changes

Hero Buttons are commonly used on landing page dashboards to provide quick navigation to other parts of the platform relevant to the user.

Welcome Bar is commonly used on landing pages to welcome the user following login and provide quick navigation options.

Form Table displays form data in tabular form. This can include any type of data represented by a form, for example a project risk.

Form Bar Chart/Form Pie Chart displays form data in a summary format.

Form Quick Edit Table displays form data in tabular form such that it can also be quickly edited in a spreadsheet style without opening each form.

When setting up the form table it will be necessary to specify the form data that is displayed. While in dashboard edit mode, click on the pencil icon within the content area edit toolbar to open the settings panel. 

• In the Data tab click on 'Add Form' to select which form data is to be displayed.

• From the forms selection list, select one or more forms. Multiple forms can be selected however when selecting columns and filters, only those that have a common field token and validation will be displayed.

• To remove a selected form, click on the 'x' next to the form.

• To add filters click on 'Add Data Filter'

• Select a field to filter on and the values. The possible values will depend on the type of field. For example a text field will also be free text as a filter. Date fields will allow a specific date or list of relative dates.

• To add multiple filters, click on 'Add Data Filter' for as many filters as are required.

• To remove a filter, click on the 'x' next to the filter.

• In the Columns tab select columns to be displayed in the form table.

• Making a field Visible means that the field will be displayed by default when the form table is loaded

• Making a field Available makes it available for selection in the column picker. The column picker is opened by clicking the cog icon on the form table. 

When setting up the form table it will be necessary to specify the form data that is displayed. While in dashboard edit mode, click on the database icon within the content area edit toolbar to open the data selection panel. 

• In the Data tab click on 'Add Form' to select which form data is to be displayed.

• From the forms selection list, select one or more forms. Multiple forms can be selected however when selecting columns and filters, only those that have a common field token and validation will be displayed.

• To remove a selected form, click on the 'x' next to the form.

• To add filters click on 'Add Data Filter'

• Select a field to filter on and the values. The possible values will depend on the type of field. For example a text field will also be free text as a filter. Date fields will allow a specific date or list of relative dates.

• To add multiple filters, click on 'Add Data Filter' for as many filters as are required.

• To remove a filter, click on the 'x' next to the filter.

• Complete values for the data Settings. As this is a summary content area it will be necessary to specify which column to Group By and the Group Type which can be a count of the rows or a sum (if it is a numerical value).

• In the Columns tab select columns to be displayed when a user clicks on one of the bars/slices of the chart to drill-down to the detailed data.

• Making a field Visible means that the field will be displayed by default when drilling down to the underlying data for a bar/slice in the chart.

• Making a field Available makes it available for selection in the column picker when drilling down to the underlying data for a bar/slice in the chart.

When setting up the form table it will be necessary to specify the form data that is displayed. While in dashboard edit mode, click on the pencil icon within the content area edit toolbar to open the settings panel. 

• In the Data tab click on 'Add Form' to select which form data is to be displayed.

• From the forms selection list, select one or more forms. Multiple forms can be selected however when selecting columns and filters, only those that have a common field token and validation will be displayed.

• To remove a selected form, click on the 'x' next to the form.

• To add filters click on 'Add Data Filter'

• Select a field to filter on and the values. The possible values will depend on the type of field. For example a text field will also be free text as a filter. Date fields will allow a specific date or list of relative dates.

• To add multiple filters, click on 'Add Data Filter' for as many filters as are required.

• To remove a filter, click on the 'x' next to the filter.

• In the Columns tab select columns to be displayed in the form table.

• Making a field Visible means that the field will be displayed by default when the form table is loaded

• Making a field Available makes it available for selection in the column picker. The column picker is opened by clicking the cog icon on the form table.