Dashboard Modifications

Most XML scripts can be found in the Admin Panel within the Customization and Localization folder. The instructions below are helpful when customizing a default dashboard for a role.

To access the dashboard XML files:

1. Type Custom in the Modules search field and click the magnifying glass icon. The folder tree is filtered to show only those nodes matching the search criteria.
2. Click the File Customization node in the Customization and Localization folder. The Custom Files tab appears.
3. Expand the following folders: Default → View → Home (or, Dashboard).

   Tip: Three dashboards are available out-of-the-box with Umbria: the Associate Dashboard, Partner Dashboard, and Pricing Dashboard.

4. Select one of the existing dashboards. The XML code appears in the main application window.

1. Select a dashboard and view the XML code using the instructions in the above section.
2. Copy all of the XML code in the Original tab and paste it onto the Custom tab.
3. Edit the XML code on the Custom tab, clicking Save often so not to lose any of your work.
4. The following items on the dashboard can be customized as per your requirement:

   • Hide the widgets

   • Edit the KPI queries

   • Add/ Delete columns

   • Change the labels on the screens

   • Update the page layout

5. Tip: You can go back to the original XML code by clicking the Revert to Original button in the top right corner of the Custom tab.

1. Access the list of dashboards.
2. Right-click on the Home folder and select the Add File option. The New File pop-up box appears.
3. Type a name for the new dashboard in the provided text field and click OK. The pop-up box closes. The new file appears in the Home folder.

   Tip: It is recommended that you save your file with the “.xml” file extension.

4. Click on the new file to begin entering code. You can copy and paste the code from an existing dashboard to use as a starting point.

Every field in Umbria’s user interface (UI) is based on a Resource Key found in the Resource Customization node in the Admin Panel. Field names can be reworded by a System Administrator to suit the firm vernacular so there is less of a learning curve for new users.

The URL showing in your browser window will typically indicate the folder in which the Resource Key is located. For example: the URL http://localhost/Umbria/Request/Dashboard2 refers to the Request subfolder, and Dashboard2 is the Resource Key.

Tip: On Umbria version upgrade, it is recommended you click the Reparse Resource button in the top right corner of the Resource Customization tab, to add/update all resource keys in Umbria UI. Admin: Resource Customization>Select culture from Target Culture Dropdown> Click Reparse Resource button. You may also use this option in case modified resource keys, do not reflect in Umbria UI.

To edit UI field names:

1. Type Resource in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click the Resource Customization node in the Customization and Localization folder. The Resource Customization tab appears.
3. Expand the folders matching the URL path until you locate the Resource Key from the URL.
4. Click in the Localized version column to enable editing.
5. When finished editing, click outside of the field. The top left corner of the edited cell is red to show that a change was made.
6. Click the Save button at the top of the screen. An Information pop-up box appears to indicate the change was successful.

Umbria comes out-of-the-box with a standard set of tooltip (roll-over) text for the starting dashboards. A System Administrator can access the XML files in the Admin Panel to make any desired modifications. The Resource Key for tooltip text always ends in “tooltip."

To edit tooltip text:

1. Type Resource in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.
2. Click the Resource Customization node in the Customization and Localization folder. The Resource Customization tab appears.
3. Open the folders Xml View → Home and click on any of the provided .xml documents. Data appears in the main application window.
4. For one of the resource keys ending in .tooltip, click in the Localized version field to enable editing.
5. When finished editing, click outside of the field. The top left corner of the edited cell is red to show that a change was made.
6. Click the Save button at the top of the screen. An Information pop-up box appears to indicate the change was successful.

Umbria comes with an out of the box color scheme. Sometimes users' would need to customize these for their firm's color scheme.

The out of the box colors for Widget Charts are:

{"colors": ["#7cb5ec", "#434348", "#90ed7d", "#f7a35c", "#8085e9", "#f15c80", "#e4d354", "#2b908f", "#f45b5b", "#91e8e1"]}

To edit the colors in a widget:

1. Go to the Admin Panel in the Modules search field and click the magnifying glass icon. The folder tree narrows to show only those nodes matching the search criteria.

2. Find Widget Configuration and edit a widget.

3. In the Widget Config, go to step Chart Config > Series Config > add a field to set a color. The field is an optional string that is an RGB hex value (e.g. #2b908f) or a color name (e.g. red)
4. A global setting also will manage out of the box chart colors. This will have code WIDGET_CHART_COLOR.