Navigate
Last updated
Last updated
To access existing board, go to the Modelling tab in JustPerform web, under Models, choose the existing Functional Area, click on the desired Board to view or edit. Boards are represented by
For a Board item, user has multiple options to access each.
Selections : The selections feature enables users to apply filters based on field member selections. This allows for a specific view of the data, narrowing down the displayed information.
The Board preference contain the detail of the board and the items contained within it.
Name: Name if the Board
Title: Title of the Board displayed at the top of the Board
Functional Area: It is selected by default where the Board is created, however can be changed from the dropdown. Only items contained in the functional area can be added to the board.
Page Type : Page type determines the board size, can be selected from the dropdown as below
Canvas : Width is fixed and height is unlimited
Slides : Width and height are fixed as per Presentation size
Docs : Width and height are fixed as per A4 format
Responsive : Dashboard is responsive following screen size
Refresh : To refresh the board item for updated data.
Save : To save entered data to sheet or input snippet.
Explore : This option takes the user to the source of the Board item where user can now edit or view it.
Filter : To select specific members for the field. The visual will dynamically update per the selection.
More : In edit mode, can use this option to Delete the item from the Board, the item is only deleted from the board, its source remains intact.
Refresh : This option allows users to update the displayed data with the most recent information. By clicking the refresh button, any changes made to the underlying data source or any updates made by other users will be reflected in the current view, ensuring that the data is up to date. The time after refresh is displayed beside.
Save : To save entered data to sheet or input snippet.
Add : Using this option, user can select from the item they want to add to the Dashboard. The options include : Snippets, Text, Shapes.
View Mode / Edit Mode : View mode lets user only view the dashboard. In Edit mode, user can resize, replace, remove and add new items to board
Publish Board : This options saves the changes made to the board.
More : Export the board.
Pin Subheader : to pin the sub header
Show/ Hide Header : Displays or Hides the header for an improves view.
This section contains the list of items added to the board. On clicking any of these items will display the item detail on the left pane where user can view detail like name, title, layout, options. The right pane will display the fields contained in the item and their detail like allowed member. Clicking on the right of each item will open the item in a web tab where user can view and edit item details.
Beside the existing Board, on clicking you will find options that allow you to perform various operations on existing Board:
New Tab: This operation allows you to view the content of the Board in a separate browser tab.
Copy: This action duplicates the Board, creating an identical copy that can be modified or used independently from the original.
Edit : This action takes you to the Board Details pane and lets you modify the Board details.
Delete: This operation deleted the Board permanently. However, the snippets and sheets used in the board remain unaffected.
