Dashboards

Dashboard is a Corezoid tool for collecting process statistics and reports. Data is presented graphically as set of charts.

The chart is formed from the nodes of the ready processes. Tasks in the nodes (counters) are the source of data (metric) of the chart.

Creating a dashboard

To create a dashboard:

  • click button Create;
  • select Dashboard;
  • enter name and description (optional).

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Created dashboard contains an empty chart which is ready for editing.

Button Save commits changes in dashboard.

Button Add chart adds new chart to dashboard.

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Chart settings

Chart metrics

To select the data to be displayed in the chart, click on "+" (Add Metrics) in Metrics settings:

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The window for selecting the data source for the chart will open.

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Folders - select folder with processes;

Processes - select process;

Process nodes - process nodes. Button “+” adds it to chart;

Added metrics - added nodes.

Close window with metrics and get customized chart:

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Press button Save to commit changes.

You can change order of metrics using drag and drop in Metrics settings.

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Chart Type

Depending on the type of data and the purpose of the chart, you can change the type of the chart.

Available types:

  • Bar chart;
  • Pie chart;
  • Funnel chart;
  • Table.

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Chart Size

To change chart size move the cursor to its left/right corner and set the required size.

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Range

You can set a range of data display on dashboard. Range is applied to all existing charts in it.

Pay attention that mode Real-Time works correctly only for final nodes (End: Success, End: Error) and nodes with logics Waiting for callback, Delay и Set state (in state diagram). This is because tasks in nodes with logics Waiting for callback, Delay, Set state are delayed for the time provided by the process, and in nodes with logics End: Success and End: Error tasks are accumulated. Nodes with other logics don’t accumulate tasks. If you select Real-Time mode, the chart data will be empty.

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If the data has a hierarchical structure, that is, contain nestings, then they can be appropriately detail. Use link to the chart from another dashboard to detail metric.

Click on “🔗” (Add chart link) in Metrics settings to do this.

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The window for selecting linked chart will open. Select dashboard and chart in it.

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The selected chart opens in a new tab when you click on the link on the metrics.

Access management

You can share the dashboard in two ways:

1) While editing the dashboard click the Share button in the upper right corner of the screen.

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Window Sharing settings will open. It shows current users and their access rights and you can add new one.

If user has been already added to your list, you can search him using first three symbols of name or email. Select user, check his access rights and press button Send invitation.

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If user hasn’t been added to your list yet, enter his e-mail, check his access rights and press button Send invitation.

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Invited guest will receive e-mail notification of granting access to dashboard.

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Until the user confirms invitation he’ll be marked by “envelope” in the information window.

2) Browsing a folder with a dashboard click Share objects.

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Window Sharing settings will open. It shows current users and their access rights and you can add new in the same way as p.1.

Dashboard export

You can download dashboard as json file as well as other Corezoid objects.

Notice! If you want your dashboard to work correctly after downloading the folder must contain dashboard and linked processes/charts. You must export the containing folder.

To do export select folder containing dashboard and processes and click Download.

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Click to file in successful download notification and save file on your hard disk.

Dashboard import

You can create dashboard from json file. In order to do this json file needs to contain folder with dashboard and linked processes/charts. Press Create -> From file and select file in json format in explorer.

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A folder will be created, you can find it in the list of your processes - folder "My files".

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