Tutorial 202:

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Tutorial 202: Lesson 7

Dashboards

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Welcome users to your app

Your app is full of functionality designed to make your users’ jobs easier. You can save them even more time by gathering the most common tasks they have to perform onto a common home page, so they can act directly from there. This type of home page is called a dashboard.

To create the dashboard, you’ll combine skills you’ve learned throughout the course: interviewing users, scripting, script parameters, and layout design. You’ll practice some new ideas, as well. 

As you know, each layout must be assigned a data table — but a dashboard is a layout that stands apart from your business data. It doesn’t reflect a specific record, but rather is a central area from which you can go in other directions. To avoid accidental interactions with real data, you’ll create a new “interface” table that is not designed to store business data.

You'll learn how to fill a layout part with an image, personalizing the look of your app. You’ll also learn how to use a script trigger to initiate a script. Instead of having a user click a button to explicitly call a script, a script trigger calls a script based on a natural action the user takes, such as loading a layout or exiting a field. Lastly, you’ll use the built-in quick find to search across multiple fields with one search term.

Why is this important?

  • A dashboard is like a welcome mat for your app: a beautiful home page where users can quickly get things done, or see important charts at a glance. Saving even a couple clicks on common tasks can add up to significant efficiencies over weeks and months.
  • Script triggers let you run scripts behind the scenes, so your app helps users even before they ask for it.

Video 1

Creating a dashboard

Create a dashboard layout and personalize it with images from the sample practice.

In this video, you will:

  • Plan changes: ask users about their most common tasks (0:44)
  • Create neutral table: build an “Interface” table that will not store business data (1:13)
  • Create layout: add images to a new layout (1:31)
  • Script common actions: create buttons and a script for requested tasks (3:20)
  • Call sub-script: trigger an existing script from the new script (7:51)

Video 2

Scripting a quick find

Use a global field, a script trigger, and the Perform Quick Find script step to allow users to search from the dashboard.

In this video, you will:

  • Add a global field: create field for users to enter search criteria (0:45)
  • Script a quick find: add a script that searches across multiple fields (4:13)
  • Trap for errors: handle search errors gracefully (5:07)
  • Test script trigger: enter search criteria to call the new script (7:53)
  • Refine navigation: change standard navigation to go to dashboard (8:49)
  • Set “home page”: set file to open on dashboard (10:36)

 

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