PTC FlexPLM Fundamentals > Dashboard Definition > Managing Dashboard Definition
  
Managing Dashboard Definition
You can perform actions such as search, set filters, set table views, edit and delete dashboard definition records among other common actions in the application.
• Search a Dashboard Definition
To search for a dashboard definition, do the following:
1. On the side navigation bar, click Libraries > Business Object.
2. From the list of available objects, select Dashboard Definition.
3. For simple search, specify a name in Quick Search, and click Search.
4. For advanced search, specify the one or more search criteria in the Criteria section as follows:
a. Name—Specify the name of the dashboard.
b. Dashboard Enabled—Click Yes or No.
c. Created—Specify the date when the dashboard record was created.
d. Last Updated—Specify the date when the dashboard record was last updated.
e. Lifecycle State—Specify the lifecycle state of the dashboard.
5. Click Search. The Search Results for Dashboard Definition page opens. The table displays one or more records of dashboard definition based on the specified search criteria.
6. Click the name of a dashboard definition to view the dashboard deployed on ThingWorx Mashup.
You can choose to export the list of dashboard definition to Excel or PDF.
Launch Points for Dashboard
As an administrator, you can configure dashboard definition settings to enable the dashboard feature for out of the box pages or custom pages in the application.
• Default Launch Points for Dashboard
The dashboard feature can be enabled for the following out of the box pages:
Page
Activity
Activity Display Name
Tab Page
Tab Page Display Name
Product/Summary
VIEW_PRODUCT
View Product Summary
SUMMARY
Summary
Product/Details
VIEW_ SEASON_PRODUCT_LINK
View Season Product
PRODUCT
Details
Product/Product Planning
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
PRODUCTPLANNING
Product Planning
Season/Concepts/Details
VIEW_SEASON
View Season
TESTING
Season/Development/Line Sheet
VIEW_LINE_PLAN
View Line Sheet
TESTING
Season/Product/Sourcing/Summary
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
SOURCING
Sourcing Summary Tab
Season/Product/Sourcing/Costing
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
COSTING
Costing Tab
Season/Product/Sourcing/RFQ
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
RFQ
RFQ Tab
Product/Sourcing/Summary
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
SOURCING
Sourcing Summary Tab
Product/Sourcing/Costing
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
COSTING
Costing Tab
Product/Sourcing/RFQ
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
RFQ
RFQ Tab
Season/Product/Approvals/Summary
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
TESTING
Testing Tab
Season/Product/Approvals/Fit
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
FIT_APPROVAL_PAGE
Fit Approval Tab
Season/Product/Approvals/Material
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
MATERIAL_APPROVAL_PAGE
Material Approval Tab
Supplier/Details
VIEW_SUPPLIER
View Supplier
Material/Details
VIEW_MATERIAL
View Material
MATERIAL_PAGE
Material Details Tab
Material/Details/Colors
VIEW_MATERIAL
View Material
COLORDEVELOPMENT
Material Color Tab
Material/Sourcing
VIEW_MATERIAL
View Material
SOURCING_PAGE
Material Sourcing Tab
Material/Testing
VIEW_MATERIAL
View Material
TESTING
Testing Tab
Material/Where Used
VIEW_MATERIAL
View Material
WHEREUSED
Where Used Tab
Season /Development /Calendar
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
VIEW_SEASON_CALENDAR
View Season Calendar
Season/Product/Approvals/Color
VIEW_ SEASON_ PRODUCT_LINK
View Season Product
COLOR_APPROVAL_PAGE
Color Approval Tab
After making these configuration changes you should be able to update an existing dashboard definition or create a new dashboard definition for this type of object and identify the pages from where the dashboard should be launched on the user interface.
• Custom Launch Points for Dashboard Definition
This section describes the steps on how to configure dashboard definition and enable the dashboard feature on custom pages in the application.
1. In Type and Attribute Management, click Reusable Table > Pages .
2. Edit the attributes Object Activity, Object Type, and Tab Page as follows. For example, enable one or more dashboards for object of type Product\Organization\Accessories\Mens and display the dashboard option in the Actions menu on the Product\Specification page for this type.
a. Identify the corresponding activity and tab page combination for this page using Fiddler or any tool that shows the request details after accessing the page. For this example, activity is VIEW_SEASON_PRODUCT_LINK and its corresponding tab page is SPEC_SUMMARY.
b. In the Constraints tab of ObjectType attribute of Pages,
▪ Display Name—Product\Organization\Accessories\Mens
▪ Internal Name—ProductOrganizationAccessoriesMens
c. In the Constraints tab of Object Activity attribute of Pages, click Edit Enumerated Value List to add the following new values:
▪ Display Name—VIEW_SEASON_PRODUCT_LINK
▪ Internal Name—VIEWSEASONPRODUCTLINK
d. In the Constraints tab of Tab Page attribute of Pages, click Edit Enumerated Value List to add the following new values:
▪ Display Name—SPEC_SUMMARY
▪ Internal Name—SPECSUMMARY
* 
When specifying the internal name, make sure that you provide the full path without space or special characters in the string.
3. Click Save for the configurations to take effect.
If your business requires the ability to launch a dashboard from a FlexPLM client page that does not currently support embedding dashboard launch links in its Action menu, you may need to perform additional customization (JSP Override) to enable the Action menu for a page to support dashboard launch links.
Perform call hasActiveDashboards() of ThingworxDashboardHelper by providing objectType, activity and tabPage value. The API returns true or false based on the availability of active dashboards. If true is returned, then include another JSP which will create the dashboard link based on the dashboard name. This JSP prepares the DOM to render the dashboard links.
if((ThingworxDashboardHelper.hasActiveDashboards("OBJECT_TYPE_NAME", "ACTIVITY_NAME", "TAB_PAGE_NAME"){ %>
<%= optionDivider %>
<jsp:include page="<%=subURLFolder+ TWX_DASHBOARD_OPTION %>" flush="true">
<jsp:param name="type" value="<%= productType.getFullName(true) %>"/>
<jsp:param name="returnActivity" value= ""<%=activity %> " />
<jsp:param name="returnAction" value= "<%=action %>" />
<jsp:param name="returnOid" value= "<%=oid%>" />
<jsp:param name="tabPage" value="<%= tabPage %>" />
<jsp:param name="ajaxMenu" value="true" />
</jsp:include>
<% } %>