Configure dashboard for request types

You configure the dashboard for a request type to display all data for requests that use that request type.

To configure the dashboard for a request type:

  1. From the PPM menu, click Open > Administration > Manage Request Types.

    The Manage Request Types page opens.

    Note: To open the page, you should have the View Request Types or Edit Request Types access grant.

  2. In the Search box, type a keyword to search for the request type that contains the keyword in the name or description.

  3. Click the name link of the target request type.

    The Request Type Setting page opens.

  4. Configure the dashboard for the request type:

    • To configure the dashboard for a request type, you must have the Edit Request Types access grant. In addition, you are given the edit access grant from the Ownership tab of the request type.
    • If your PPM instance supports multiple languages, the request type can only be edited in its definition language. For more information, see the Multilingual User Interface.
    1. Turn on the Enable Request Dashboard toggle.

      The following settings are only enabled when the toggle is turned on.

    2. Click Configure Layout in the Request Dashboard Layout Settings section and configure the dashboard for the request type.

      1. You can create a dashboard specific to the request type or import a dashboard from other request types.

      2. Edit the preferences for a single portlet:

        • To change the position of a portlet, drag and drop it to the desired place on the page.

        • To change the portlet size, drag the border of the portlet.

        • Click to open the Edit Preferences page to change the portlet title and specify the data that the portlet displays.

      3. To delete a portlet, click the Delete button and then click Yes in the confirmation dialog.

  5. Click Save.

Requests of this request type display the Dashboard section on the detail page.

Tip: The Dashboard section is not displayed when you create a new request. It appears after the request is created successfully.