NB: This method of replacing the dashboard has been superceeded by the Dashboard Tab in Builder 3.x

Custom Dashboards

This tutorial shows you how to create completely customised dashboards...

Preface

We have been getting lots of requests asking how we made our heavily customised Dashboard on this website. This tutorial covers the basic concept of creating a custom dashboard and we'll add more tutorials showing how to furter customise it over time.

To create a custom dashboard, we will redirect requests from The Dashboard to a specific Space, thus allowing full customisation of the new "dashboard space" that's presented to users.

Requirements

You will need to be logged in as a System Administrator and must have the following plugins installed:

• Redirection Plugin - in particular, the redirect macro

In addition, we strongly recommend installing the following plugins as they will give you far more control over personalisation and customisation of your custom dashboard:

• Visibility Plugin - in particular, the show-to macro and hide-from macro for personalisation
• Composition Plugin - in particular, the deck macro, card macro, cloak macro and toggle-cloak macro for improved layout
• Content Formatting Macros - numerous macros that allow you to make content look nicer, including the infamous lozenge macro

Other plugins that might be of interest, depending on what features you want on your dashboard, include:

• Page Tree Plugin - an interactive site map can be added with the pagetree macro
• Linking Plugin - links to common locations, such as the user profile, can be added using the link-to macro

Step 1 - Create a Custom Dashboard Space

Create a new space to hold your new dashboard. You can call it anything you want, but we recommend using "Dashboard" as the space key so that URLs will be like:

Step 2 - Build the new Dashboard

The home page of the space you have just created will be your new dashboard. Edit the page to include the following:

{section}{column:width=50%}
Insert your introduction text here
{spaces}
{column}{column:width=50%}
{recently-updated:width=100%|types=page,news,comment|spaces=*}
{favpages}
{column}{section}

You'll now have something that looks similar to the default dashboard:

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Obviously, you'll probably want to change this design – we've only used it in this example so that you can see the key macros that have been used on the original dashboard:

• spaces macro - displays a tabbed list of spaces
• [USERGUIDE:recently-updated macro] - displays a list of recently updated content
• [USERGUIDE:favpages macro] - displays the favourite pages for the logged in user

Step 3 - Redirecting to the new Dashboard

Now, it's no use having a new dashboard if everyone keeps going to the old dashboard. To get round this problem, we use the redirect macro.

Go in to General Configuration and in the Site Welcome Message setting, add in the following:

{redirect:Dashboard:Home}

This will redirect all requests to your original dashboard to the new dashboard.

Related Tutorials

We're bound to get plenty of questions on this tutorial and will be creating more tutorials showing additional tricks here...

If you have a question on customised dashboards, please

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Frequently Asked Questions