This documentation relates to iSymphony 3.5. You can view older documentation on the Older Documentation page

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The iSymphony Client Interface allows Users to create several Dashboards containing Layouts tailored to the User's needs. Each Dashboard can have its own custom Layout and contain Widgets of the User's choosing.

Dashboards

Each Dashboard can be configured separately from other dashboards and allow Users to have different views of the system available to them at any given time.

Adding New Dashboards

Users can create new Dashboards by selecting the Plus Icon at the top right hand corner of the Dashboard area in the client.

Removing Dashboards

Users can remove existing Dashboards by selecting the Lock Icon on the top right hand corner of the Dashboard area in the client. This will unlock the Dashboards and allow you to remove any Dashboard of your choosing by selecting the X Button on the Dashboard tab you wish to remove. You can re-lock the Dashboards by selecting the Lock Icon once more. 

Renaming Dashboards

Users can rename the currently selected dashboard by selecting the Pencil Icon on the top right hand corner of the Dashboard area in the client.

Layout

Users can modify the Layout of a Dashboard to fit their needs by splitting existing Panels in the Layout horizontally and vertically or by removing Panels completely from the Layout.

Locking and Unlocking

Users can lock and unlock the Layout by selecting the Lock Icon on the top right hand corner of the Dashboard area in the client. When a Layout is unlocked the user has access to modify the Layout. If locked the Layout cannot be modified.

Panel Management

Panels in the Layout provide Users a place to insert Widgets. Each Panel in the Layout can hold exactly one Widget. If the Layout is unlocked or there is a Panel that does not currently contain a Widget the user will have access to the Panel actions via the three buttons on that appear on the top right hand corner of the Panel. These action will allow the user to create new Panels by splitting existing ones or remove Panels all together.

Panels that do not contain a Widget can be modified at anytime despite the current Layout lock state.

Vertical Split

If the User selects the Vertical Split Icon the Panel will be split into two Panels along the vertical axis of the existing Panel.

Horizontal Split

If the User selects the Horizontal Split Icon the Panel will be split into two Panels along the horizontal axis of the existing Panel.

Removing Panels

If the User selects the X Icon the current Panel will be removed from the Layout including the Widget that was inside the Panel.

Widgets

Widgets are used to present the core functionality of the Panel to the end Users via user interface. There are different Widgets available to the Users that provide different functionality. For a list of all available Widgets in the system see Widgets.

Adding A Widget To A Panel

Empty Panels in the Layout will have a + Icon in the center of them. You can click anywhere in the empty Panel and the Widget Selection Dialog will open. From this dialog the User can search for and select which Widget to add to the current Panel.

Removing A Widget From A Panel

Users can remove existing Widgets from a Panel by selecting the X Button on the top right hand corner of the Widget header. Removing a Widget from a Panel will open up the Panel in order to place a different Widget inside.

Moving Widgets To Other Panels

Users can drag and drop a Widget header to another empty Panel in order to move the Widget from one Panel to another.

If the destination Panel already contains a Widget the destination Panel will automatically perform a vertical split to make room for the dragged Widget.