Creating iViews (Classic)

Important: This topic is for the Classic Dashboard experience. To view the content for the Dashboard experience see Dashboards.

For information on Classic experiences, see Archer Classic Experiences.

iViews are containers for information that you want to present to your users in a Classic Dashboard. iViews most commonly display reports, but they can also display links, videos, embedded web pages, and more. You can create a new iView from scratch or add an existing iView. For details on the different iView types, see "Workspaces, Dashboards, iViews, and Widgets" in the Archer Platform Help.

On this page

Task 1: Create the iView

  1. Do any of the following:

    • From the menu, click Admin menu > Workspaces and Dashboards > Global iViews, and click Add New.

    • From Manage Dashboards > Classic Dashboard Name, click the Layout tab, and click Select iViews.

    • From a Classic Dashboard, click ... > Add iView Content.

  2. Select your iView type, and click OK.

  3. In the General Information section, enter a name and description.

  4. In the Folder field, select or create a folder.

    Folders allow you to group iViews to make it easier for you to select related iViews when you build a Classic Dashboard.

  5. (Optional) Attach supporting documentation about the configuration of your iView.

Task 2: Configure the options for your iView type

Based on your iView type, various configuration options are available.

Configure a canvas iView

Canvas iViews are often used for welcome messages or to share information about the Classic Dashboard.

  1. In the Canvas Style field, click Ellipsis, select the layout that you want, and click OK.

  2. In the Title field, enter the title that you want to appear in the iView.

  3. In the Content field, enter the content that you want to appear in the iView.

Configure a custom iView

Custom iViews allow you to build layouts with HTML, embed Flash presentations, and run custom scripts, such as JavaScript.

Important: It is recommended that only trusted administrators have permission to create and edit custom iViews.

  1. In the Custom Content field, enter the content.

  2. Select a refresh rate.

Configure an embedded URL

The Embedded URL iView displays a web page within the context of a Classic Dashboard. This iView acts as a mini browser that can be displayed within the Archer Platform. You are only allowed to display 1 web page per iView. If you want to display multiple web sites on a Classic Dashboard, you will need to use multiple Embedded URL iViews.

  1. In the URL field, enter the URL you want to embed.

  2. Select a refresh rate.

Configure a global search iView

The global search iView allows users to run a keyword search against the applications you select. The system only returns records that the user has access to.

  1. In the Column Display field, select 1 or 2 columns.

  2. (Optional) If you want to embed the iView description (from the General Information section) in the iView itself, select the checkbox.

  3. (Optional) If you want to use a different search button, click Add to select another image or upload your own.

  4. In the Applications section, click Add New to select the applications that you want your users to be able to search. For each application, select the visibility and default behavior.

    Global search iView configuration - Applications section

    The Visibility setting determines whether a checkbox displays under the search field for that application. The Default Behavior settings determines whether that checkbox is selected by default.

    For example, in the image, Applications and Contacts are both set to visible, but only Contacts is set to enabled. Business Unit is set to hidden and enabled, so it will be included in the search, even though it is not displayed here.

    Search field

    Tip: If the Visibility is set to Hidden, do not set the Default Behavior to Disabled, otherwise users will not be able to search that application.

Configure a landing page iView

  1. In the Background field, select your background image.

  2. In the Title field, enter the title that you want to appear in the iView.

  3. In the Configuration section, add links to internal pages and external URLs.

    1. Click Add New.

    2. Enter a name and description, and select an action for your link.

    3. Select your internal page or enter the URL of your external link.

    4. Click OK.

    5. Repeat steps a - d, to add up to eight links to the iView.

      Note: If you select more than 4 links, the iView will automatically use 2 columns.

    6. (Optional) To configure the display order, click Display Order.

Configure a links list iView

Links list iViews allow you to create links to web sites, intranet sites, and frequently used Archer pages.

  1. In the Layout field, select Simple List or Descriptive Links.

    Note: If you selected Descriptive Links, enter a name and description.

  2. In the Column Display field, select 1 Column or 2 Columns.

  3. In the Configuration section, add links to internal pages and external URLs.

    1. Click Add New.

    2. Enter a name and description, and select an action for your link.

    3. Select your internal page or enter the URL of your external link.

    4. Click OK.

    5. Repeat steps a - d, to add up to eight links to the iView.

      Note: If you select more than 4 links, the iView will automatically use 2 columns.

    6. (Optional) To configure the display order, click Display Order.

Configure a report iView

Report iViews allow you to display global reports, including charts generated from a statistics search. Reports are reloaded every time that the iView is accessed to provide real-time data.

If your instance has caching enabled, you can enable iView report caching to optimize performance. Instead of generating search results every time a user opens a workspace or Classic Dashboard containing Report iViews, stored search results are displayed when they are opened within the cache duration. Users can manually update search results for a Report iView at any time with the Refresh option.

  1. Select the report or reports that you want displayed in the iView.

  2. To change the display order of the reports in the iView, click the report title and use up and down arrows to arrange the reports in the preferred order.

    Note: The first report listed is the report that is initially displayed to the user.

  3. Select the checkbox for each report that you want to allow horizontal scrolling.

Configure an RSS feed iView

RSS iViews allow you to display data from an RSS feed, such as headlines and summary information.

  1. Enter the URL and select an authentication type. If required, enter the username and password.

  2. In the Feed Elements field, select which elements from the feed you want to display in the iView.

  3. Select the number of articles that you want to display and for how many days you want them to display.

  4. Select how often you want the feed to refresh.

Configure a video iView

In the Embedded Video HTML field, enter the embedded HTML or the URL.

Video iViews do not support videos from external sources that require iFrames, such as YouTube.

  • If you are embedding a video that is being hosted locally, use the <video> tag to ensure proper functionality.

    For example:

    <video width=”320” height=”240” controls="">

    <source src=”http://ACME_Company/video.mp4” type=”video/mp4”>

    </video>

Task 3: Determine who can access the iView

  1. Go to the Access tab.

  2. Select whether you want the iView to be public or private. If you select private, select the users, groups, roles, or solutions that you want to give access to.

    Note: Assigning rights to the iView does not assign a user the rights to see the content in the iView. For example, if you make a Report iView public, all users would potentially be able to see the iView (provided they also have access to the workspace and dashboard). However, to view the contents of the iView, they would also need rights to the report itself.

  3. Click Save.