Foundation Documentation and SupportV6 User Manual WorkspacesHow do I add a Dashboard to a Workspace? (Version 1.1)

How do I add a Dashboard to a Workspace? (Version 1.1)

There are two ways to add a form to a workspace.

1. Adding a Dashboard to a Workspace from the Workspace tool:

1.1. Navigate to the Workspaces menu and select the workspace you want to add the dashboard to.

Open the Navigation menu...

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Locate and select the "Workspaces" option from the menu...

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For our example, we will use "A Workspace Example"...

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1.2. Click Edit Workspace.

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1.3. Click Add Item.

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1.4. Select the dashboard from the type...

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Choose which dashboard to add...

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Then hit SAVE...

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1.5. Save the workspace.

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2. Adding a Dashboard to a Workspace from the Dashboard:

2.1. Open the Navigation panel...

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Locate and select the "Dashboards" option...

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Find and select the Folder you will use...

For our example, we will use the "Doc Data Set"...

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Open the Dashboard...

For our example, we will use the "New Dashboard Example"...

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2.2. Click on the "Add To Workspace" button (it looks like a suitcase)...

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2.3. Choose the Workspace that you want to add the Table to and click Save.

We have the option to set up a "New Workspace", or to open the drop-down menu to select a specific Workspace...

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For our example, we selected "A Workspace Example" as the Workspace location.

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2.4. Congratulations! You have added a dashboard to a workspace.