Managing the home dashboard

The home dashboard contains dynamic widgets, which serve as shortcuts to application modules. Widgets enable you to access features in one click, without navigating the main menu. They also display application data in real time.

For example, any updates in the application, such as a new comment or a newly edited style item, will be reflected in the Comments and Recently Edited widgets within a time frame that you specify in the dashboard settings.

These widgets can be added and customized on the home dashboard:

Widget Description
Libraries Contains commonly used modules in the application
My Folders Contains filters from the setup of your organization structure
Favorites Contains a list of your saved layouts
Follow Up Displays activities and milestones and their respective due dates
Recently Edited Displays the most recently modified records in the application
Notifications Displays notification messages about updates to items made by other users
Note: Integration activities made through Infor Fashion PLM Connector Toolbox and actions made by users for requests in Infor Fashion PLM Partner Collaboration also appear on the Notifications widget.
Latest Comments Displays the most recent comments
Latest Comments by Date Displays the comments that are sorted and filtered by date.

Infor Fashion PLM enables you to add, modify, and reorganize widgets on the home dashboard. Within a widget, you can further modify the functions displayed by configuring widget settings. To customize the dashboard, click the Edit Dashboard icon on the main menu. A list of application features is displayed on the sidebar.

You can do these actions on the dashboard:
  • To add a widget to the dashboard, select a feature from the list.
  • To delete a widget from the dashboard, click the X icon on the upper right-hand corner of the widget.
  • To reorganize the dashboard, drag and drop widgets anywhere on the workbench.
  • To modify functions displayed within a widget, click the Settings icon on the upper right-hand corner of the widget to open a list of functions within the widget. Specify the necessary fields and click Save.
  • To specify the time interval between data refreshes in all widgets, drag the Refresh Interval slider to any point within the time range. Refresh intervals range between 10 and 500 seconds.

To save the customized settings of your dashboard, click the Edit Dashboard icon.

Note: In a multi-user setup, custom settings of the home dashboard are saved for each user and each version. If your dashboard is set to public, you can share your dashboard settings to other users, provided that they use the same version that you use in the application.