Home page and System dashboards

Adding System Dashboard and Custom Pages to Global Navigation

Adding System Dashboard/Custom Pages to your global navigation
To add the system dashboard and Custom Pages to your global navigation, click on your profile drop-down menu, and select
System admin
:
The
System Admin
 screen opens. Select
Global navigation
:
The
Global navigation
 screen opens:
Ensure
Global navigation
 is on. Click
Add
 >
Menu item:
The
Add menu item
 opens:
The
Add menu item
 has five tabs:
List
 - enter the List Title, the List type, the Category and the number of columns
Browse
 - select
System dashboards
 and then select the system dashboard to link. Similarly, for
Custom Pages
, browse for and select the specific custom page you want to link.
External
 - link to an external site
Custom
 - set up a custom container
Search
 - search your site
Once you have selected either the System dashboard or the Custom Pages within the
Browse
 tab, it will be added to the list within the global navigation screen:
System Dashboard:
Custom Pages:
Click the plus-shaped arrows to drag and drop where your new button will be displayed within the global navigation.
Additionally, you can select
More actions
:
And either
Edit
 the details or
Delete
 your new custom navigation button.
Editing details
Editing the details will enable you to change the Title and Tooltip:
And add any
Custom CSS
:
Select
Save
 to save these changes.
Once you have finished, you can either
Preview
 what your global navigation will look like, or
Save
 your changes.
Once saved, your new button within the global navigation will be displayed:
Please note that all permissions set against your dashboard will be respected.
Managing Custom Pages through Site Navigation
  • Custom Pages and Site Homepages are both components of the home module and can be used interchangeably by clients within Sites.
  • Automatic site navigation will include both Custom Pages and Site Homepages under the "Home" section. However, custom site navigation will not include Custom Pages until they are manually added.
  • Only one default dashboard can be created for the entire site. For example, if there are 10 Site Homepages and 5 Custom Pages, only one of these can be designated as the default. If a new Custom Page is selected as the default homepage, it will replace the current default Site Homepage.
  • A Custom Page can be set as the default for one user group, while a Site Homepage can be set as the default for another user group. This flexibility allows each group to have a dashboard that meets their specific functional needs.
Automatic Site Navigation:
Custom Site Navigation:
Once you have saved the changes, you can access your dashboard via the navigation menu.
The below graphic explains how Custom Pages and Site Homepages can be used interchangeably by clients within Sites for default dashboards.
To learn how to Edit your system dashboard and Custom Pages once you have set up your global navigation, click here and here.

This article applies to:

  • Product: HighQ
  • Subject: Dashboards, Setup