CIPAceTM Help

Browse Dashboard Profile Templates

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Navigate Here: Utilities > Templates > Dashboard Profile Templates

 

You can browse all dashboard profile templates and find specific dashboard profile templates on the Browse Dashboard Profile Templates page.

 

browseDashboardProfileTemplates1

 

A brief summary of each dashboard profile template is displayed in the table. The summary includes Template ID, Template Name, Is Default, Is Active, Template Type and Last Published On. You may sort the templates by clicking the linked column headers. If there are too many records to be displayed on one page, you can use the navigation control to view the other pages.

 

You can quickly find the template you want by using the search function. Enter search conditions in the search fields and click the Search button. The templates will be filtered and the table will show the records that match the search conditions. Click the Reset button to clear the search conditions.

 

Click the Copy link to go to the Copy Dashboard Profile Template page to quickly add a new dashboard profile template by copying the selected one.

 

Click the Template ID or Template Name link of a template to go to its Dashboard Profile Template Management page for viewing/editing general information of the template.

 

Click the Edit icon Edit of a template to go to its Dashboard Profile Template Management page for viewing/editing tab pages of the template.

 

Click the Delete icon Delete of a template to delete that template. Please note, if a dashboard profile template is set as the default template, it cannot be deleted and the Delete icon will be grayed out.

 

Click the Add icon Add and the system will then go to the Add Dashboard Profile Template page.

 

Click the Clear icon clearselect and the system will then go to the Clear User Dashboard Pages page.

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