Configure diagram boxes

Various drawing components can be displayed in a diagram box on the homepage and in dashboards:

Note: You can also create and configure diagram boxes in apps for the homepage and dashboards.

Note: In the Portal 7 report, only the place and the way where and how a drawing is output is configured. The drawing itself must already be created and modeled. See also under Diagrams.

You can create and configure the following content in diagram boxes:

Configuration of a diagram box for the homepage

This example describes how to configure a diagram box for the homepage. You can perform the same steps for dashboards.

Instructions:

  1. In the SystemAdministration under BPM Portal, open the Portal 7 report

  2. Create a new chart box in the Portal 7 report under the homepage entry via the context menu:

  3. Enter the name for the diagram box and confirm with Enter

  4. Configure the diagram box via the properties:

    Property Description
    Display

    Categories can be referenced under this attribute. This can limit the visibility / execution.

    Most application scenarios require category and access control related visibility.

    The logic of the evaluation is as follows:

    1. If at least one category is specified, the object must be an instance of that category. Otherwise, no evaluation of the category are carried out

    2. If at least one user group is specified, the current user must be a member of at least one of these user groups

    3. If at least one Access Control List is specified, the user must have the View permission in the Access Control List

    4. If at least one condition component is specified, at least one condition must apply.

    If this logic is not sufficient, a differentiated logic can be configured via the condition components.
    Height Enter the size of the diagram box here. If no height is defined here, the diagram box will be displayed with the minimum height of 600px.
    content This is where you reference or create the content to be displayed in the diagram box.
    Display diagrams side by side

    Enabled: Dashboard charts are displayed next to each other in the chart box.

    Disabled: Dashboard charts are displayed in different tabs in the chart box.

  5. Create a drawing component under the diagram box via the context menu:

  6. Enter the name of the new drawing component and confirm with the Enter key

  7. Configure the new drawing component via the properties

  8. Sort the created drawing components in the diagram box as you want them to be displayed in the Portal in the tabs in sequence