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Flex Board Management

Editing the Flex board​

In Dashboard list under Flex Board, select Edit icon. The Flex Board Management window appears on the right of the screen.

Note

Guide to the Flex Board editing role

  • Home > Integrated Flex Board

    Individual account dashboards are not affected by the role, but the shared dashboards are read-only and cannot be edited.

  • Home > Select Project > Dashboard > Flex Board

    The users with the project editing role or project flexboard update role, and site admin role can modify the board.

  • For more information about the member roles, see the following.

Flex board management

You can set the following properties:

  • Rename: You can change the name of the dashboard.

  • Project: You can select the projects to get data into the dashboard widgets.

    Note

    This option can be set only in Home > Integrated Flex Board.

  • Layout

    • You can move a widget by dragging it.

    • You can resize a widget by selecting the lower right part of the widget and then dragging it.

    • Select Configuration icon on the upper right of the widget to delete.

    • After enabling the Overlap toggle button, you can overlap the widgets for placement.

    Note

    If you enter Home > Integrated Flex Board, you can select projects to import data for each widget. Click Add icon at the upper right of the widget, and then select a desired project. You can search and then select a project, and you can select multiple ones. After selection, select Apply.

  • Widget.json: Dashboard widget settings can be loaded in json format. If you select Copy icon button, the json content is copied.

  • Option.json: Dashboard settings can be loaded in json format. If you select Copy icon button, the json content is copied.

Deleting the Flex board​

In Flex Board > Dashboard list, select Delete icon on the right of the item to delete. When the confirmation message appears, select Delete.

Note
  • When a dashboard owner deletes the shared dashboard, the dashboard is deleted from all user accounts.
  • When a user who has a shared dashboard deletes the dashboard, it is only deleted from the user's dashboard list. The original dashboard remains intact.