Accessing dashboards and navigating the interface

This guide explains how to access dashboards in Workflow Automation and how to use the dashboard management interface effectively.

Accessing dashboards

To view and manage dashboards:

1. Sign in to your Workflow Automation site.
2. Hover over the Settings icon in the upper-right corner of the page.
3. Select Dashboards from the dropdown menu.

This opens the Dashboard list page, where all the dashboards are listed.

Dashboard list overview

Each dashboard entry in the list displays the following information:

• Title — The name of the dashboard as it appears to users.
• Dashboard Type — Indicates whether the dashboard uses the modern or legacy layout.
• Order — The position of the dashboard in the list of dashboards, both in the admin view and as tabs in the end user view (lower numbers appear first).
• Date Created — The date the dashboard was first created.
• Last Updated — The most recent date the dashboard was modified.
• Actions — Enables you to manage individual dashboards using the following icons.

Icon	Action
	Edit dashboard name
	View or edit dashboard layout
	Set dashboard permissions
	Create a copy of the dashboard
	Select dashboard for bulk actions (for example, deletion or managing roles and permissions)

To delete dashboards, select one or more dashboards using the checkbox in the left-most column of the dashboard list and click Delete Dashboards in the top bar.

Searching and refreshing the dashboard list

• Search — Use the Search bar in the upper-right corner of the page to find dashboards by:
  • Title
  • Dashboard Type
  • Order number
• Refresh — Click the Refresh icon to update the dashboard list. This is useful after creating, editing, or deleting dashboards to reflect the latest state.

Next steps

• Add a new dashboard
• Manage roles and permissions
• View or edit dashboard layout