Dashboard - Setting it up

Last Updated 7/31/2015

Create Customized Layout

This is the parent layout for the dashboard.  Bundled layouts must be inherited by a local layout.  Use this layout to customize your page by adding content to the dashboardheader section. Select the Church Dashboard (UMC Central Contacts) as the layout for the customized layout

View layout example

Pages Available

The dashboard requires 2 pages and has 4 optional pages.  You can add any other pages to the dashboard by adding child pages to any of the pages listed below

Required Pages

  • dashboard

  • dashboardloginhelp

Optional Pages

  • dashboardcontacts (requires dashboardleaders page, ChurchContact view and Data Form)

  • dashboardchurch (requires ChurchInfo view and Data Form)

  • dashboardleaders (requires dashboardcontacts page, ChurchLeadership view and Data Form)

  • dashprintleaders

  • dashboardlogin (requires ChurchLogin view and Data Form)

Page Set-up

dashboard (required)

This is then landing page for the dashboard.  If you create a separate dashboard site (not required) and select the dashboard layout for the homepage it will redirect to this page. Add a page with dashboard as the friendly name. Select the customized church dashboard layout as the layout for the page. There is no additional set-up required for the dashboard page.

dashboardloginhelp (required)

Users can request help if they forgot a password or create a username and password if they are a new user. Add a page with dashboardloginhelp as the friendly name. Select the customized church dashboard layout as the layout for the page.  No additional set-up is required for the dashboardloginhelp page

dashboardcontacts

View, add and edit contacts for a church.  

Add a page with dashboardcontacts as the friendly name. Select the customized church dashboard layout as the layout for the page. You must create a Data Form with a customized view using the ChurchContact view for the dashboardcontacts page.  Add the function for the dashboardcontacts page to the source of the dashboardcontacts page. Be sure to replace the YourFormNumberHere with the number of the Data Form for the people view. 

View required function example

dashboardchurch

View and update churches information. 

Add a page with dashboardchurch as the friendly name. Select the customized church dashboard layout as the layout for the page. You must create a Data Form with a customized view using the ChurchInfo view for the dashboardchurch page. Add the function for the dashboardchurch page to the source of the dashboardchurch page. Be sure to replace the YourFormNumberHere with the number of the Data Form for the church view.

View required function example

dashboardleaders

View, add and edit church leadership positions.

Add a page with dashboardleaders as the friendly name. Select the customized church dashboard layout as the layout for the page. You must create a Data Form with a customized view using the ChurchLeadership view for the dashboardleaders page.  Add the function for the dashboardleaders page to the source of the dashboardleaders page. Be sure to replace the YourFormNumberHere with the number of the Data Form for the leadership assignments view. You will also need to add the ContactFormId to the leaders page.

View required function example

dashprintleaders

View leadership positions and contact information. The page is displayed without the header and menu for easy printing.

Add a page with dashprintleaders as the friendly name. Select the customized church dashboard layout as the layout for the page. No additional set-up is required for the dashprintleaders page.

dashboardlogin

Add a page with dashboardlogin as the friendly name. Select the customized church dashboard layout as the layout for the page. You must create a Data Form with a customized view using the ChurchLogin view for the dashboardlogin page. Add the function for the dashboardlogin page to the source of the dashboardlogin page. Be sure to replace the YourFormNumberHere with the number of the Data Form for the people view.

View required function example
 

Extending the Dashboard

Example: Get a church record within the dashboard

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