Dashboard states for a dynamic dashboard layout

 A dashboard can have several states or views, each one with its own set of pagelets. Adding rules to dashboards states enable you to automatically select which dashboard state to display. 

In this page, learn how to create and configure dashboard states, then dashboard state rules.

Add new states to a dashboard

When you create a dashboard, it is created with one state only, the default state. When you start adding pagelets to the dashboard, these pagelets are automatically added to the default state. 

 

 A dashboard state has its own specific layout and pagelets.

To create a new state, with your dashboard in edit mode:

  1. Click the Settings button.
  2. On the left menu, click States, then click the New state button.
  3. Click Done

 

 

Back on the edit dashboard screen, use the state selector dropdown, to select the state that you want to configure.

If you configure a pagelet while you're in the context of the default state, the pagelet is added to the default state only.

Save the dashboard and display the dashboard in view mode.

Now that the dashboard has two states, the name of the displayed state is displayed after the dashboard name.

To modify the name of a state, go back to edit mode, click the Settings button > States

From this screen, you can also update the description and display format of each state. 

Automatic selection of the dashboard state based on its parameters selected instances

Dashboard state rules are based on dashboard parameters and the value or lifetime of selected instances.  

To configure dashboard rules, on the left menu of the dashboard settings, click Rules 

By default, only one rule exists. The  Default rule redirects to the state that is marked as the default state in the States screen.

To create a rule, click the New rule button. 

Behavior of the automatic selection of states: 

  • For each non-default rule that is added, its configuration determines when the rule becomes active. A rule with no configuration can't become active.
  • Rules are evaluated at dashboard load and at each time machine refresh. 
  • Rules are evaluated by order of appearance in the rules list. The first one to become active determines which state is displayed. The order of rules can be easily manipulated via drag and drop. The Default rule always remains the last evaluated rule.
  • You configure a rule with one or many conditions that must all be true in order for the rule to be considered active.
  • The definition of a condition is based on the selected instance of a mono-valued entity parameter. This means a dashboard must contain at least one mono-valued entity parameter in order to be able to add a condition.

In the example below we created two entity parameters:

To add a new rule condition, click the Add condition link.

You can add two types of conditions:

  • conditions based on a parameter value's lifetime 
     
  • conditions based on a parameter value

 

 

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