Creating Tiles

The Dashboard can be customized with Tiles that correlate with the searches a user accesses regularly. Each tile represents a previously created and saved search as either a Saved Search or a Published Search. You can create additional searches to represent different data sets and then create a Tile associated with that search.

Some security roles will have Tiles (published searches) preloaded automatically for those users.

For example, A user with the approver security group will automatically have the Tile 'My Documents Pending Approval.'

To create a tile, click on "Add Tile" in the upper right or click on the blue Plus Sign icon to open up the tile options:

Select the saved or published search you’d like the tile to represent from the "Select a Saved Search" drop-down.

Each tile represents one search.

If desired, customize the tile name in the "Short Name" field

• • For example, the search may be named "My Documents Pending Approval," you may name the tile "Jane's Pending Approvals."

Choose the highlight option 

• You can choose to highlight the tile based on your set thresholds.  The threshold can be above or below a set number.  When the count on the tile meets the threshold, the tile will be highlighted in green.  When the count on the tile does not meet the threshold, the tile will be highlighted in red.  
• If you set "Highlight this tile if the number of documents is Above" to 100, the tile will turn green if the count is 101 or higher.  If the count is 100 or below, the tile will be red.
• If you set "Highlight this tile if the number of documents is Below" to 100, the tile will turn green if the count is 99 or below.  If the count is 100 or above, the tile will be red.
• Or you can choose "Do not highlight this tile."

When finished, click "Add Tile"      

The new Tile now shows on your Dashboard

Repeat these same steps to create tiles that correspond to different searches to create your customized Dashboard