Customize dashboards for improved user experience

Modern dashboard

Overview

Use modern dashboards in Workflow Automation to configure tailored user interface screens for different roles or teams. Modern dashboards support widget-based layouts across multiple devices and provide a more flexible, responsive design compared to legacy dashboards.

What you can do with dashboards

  • Assign dashboards to individual users or user groups.
  • Include widgets for forms, reports, charts, and other key components.
  • Control access and visibility based on user roles and permissions.

What’s new in modern dashboards

Modern dashboards introduce several improvements over legacy dashboards, with a focus on layout control, widget behavior, and editing experience.

Enhanced interface

  • Updated design with improved fonts, spacing, and mouseover interactions.
  • Clean, responsive layout across four screen sizes: Desktop XL, Desktop, Tablet, and Mobile.

Improved widget editing

  • Resize and reposition widgets independently at each screen size without resizing your browser.
  • View which screen size each widget is placed on and manage its state (add, remove, or disconnect).
  • Adjust layout without affecting the widget’s behavior or visibility on other screen sizes.

Data linking and unlinking

  • Link widgets across screen sizes to maintain shared data while customizing visual elements (for example, buttons, text, color).
  • Unlink widgets to make layout-specific adjustments without affecting others.
  • Relink widgets to restore shared behavior and override previous changes.

Granular sizing and layout control

  • Modify widget dimensions with greater precision compared to legacy dashboards.
  • Dynamically adjust widget row counts based on height in certain widgets — Reports, My Tasks, My Requests, Manage Requests, and Monitor Requests.
  • Toggle between dynamic or fixed row heights for task widgets — My Tasks, My Requests, Manage Requests, and Monitor Requests.

HTML, KPI, and Today’s Message widgets do not support row adjustments.

Improved edit mode

  • Click report titles from the Dashboard layout page to open linked reports directly (based on user permissions).
  • Streamline updates and navigation during dashboard configuration.
  • Maintain legacy KPI functionality without changes.

Example use cases

  • Finance users — Display capital expenditure requests, vendor invoice approvals, and summary reports.
  • Operations teams — Monitor open tasks and approval KPIs using dynamic widgets.
  • Executives — Show high-level charts and division summaries in a read-only layout.

Guides