Adding New Columns and Filters to Dashboard Pages

How Do I Add New Columns and Filters to a Dashboard Module?

Before going any further, let us take a look at a couple of modules that we will use to create these filters and columns. The first one is the CRM Module, which is used primarily for any contacts that live on your SiteStacker Installation. You can use filters to narrow down by name, record types, if they have certain information or not, and more! There are so many different filters that you can narrow down with and those same items can be used for the display columns as well!

The second module (the demo module in this article) is the Workflow Data Module. This module pulls data from Motion 2 Workflows and will display information based on the filters and columns that you set up.

How to Add / Remove Filters:

1. Make sure that you are logged into your SiteStacker Installation and in the Site Planner Component.
2. Search for 'Workflow Data' in the Content Explorer side and you should see it show up - click it to search for where this module is living.
3. Bonus Step: If this module does not exist in your SiteStacker Installation, then you can add it to follow along. See the screenshot below for an understanding of how this should be set up  
4. Right-Click and choose 'Edit' and scroll down to the bottom of the module window so that you can see the 'Configure Filters' and 'Configure Columns' sections of the module window (see below). 
5. To add a new filter to the module, click on the 'Add' button.
6. Choose the Data Field that you would like this filter to be assigned to in the data field, along with the type of filter it will render as (text, boolean, selection, etc.), and label it. The label is what that filter's name will show up as in the Dashboard. Note: If you leave the Data Field empty, then you can use even more filters related to other components within SiteStacker.
7. Once you have filled out the necessary information, click the 'Save' button so that you can configure the filter even further.
8. After configuring the filter the way you would like the data to be pulled, then click 'Save & Close' to save your configuration.
9. You should now see your new filter in the 'Configure Filters' section of the module window!

Note: If you wanted to delete a Filter, then you would choose the filter to be deleted and select the 'Delete' button.

How to Add / Remove Columns:

1. To add a new column to the module, while still on the Workflow Data Module, click the 'Add' button.
2. Choose the Data Field that you would like this column to pull data from, label it, and choose whether you want it to be sortable along with other cool options! Remember that the label is what that column's name will show up as in the Dashboard.
3. Once you have fully configured the new column with the necessary information, click the 'Save & Close' button to save it.
4. You should now see your new filter in the 'Configure Columns' section of the module window!

Note: If you wanted to delete a Column, then you would choose the column to be deleted and select the 'Delete' button. Also, keep in mind that the columns have only so much space that they can take up so anything that goes beyond the length of the module screen, then they will be put underneath the row and you would need to click the arrow to display any "hidden" information.

How would this look on my Dashboard?

To preview what this will look like, you will first need to make sure that your Module is published onto the Dashboard page of your choosing. Make sure that you have placed this inside of a wrapper so that it will render properly when you preview it on the page. Once you have set it up, go ahead and Preview your page by right-clicking on the page and selecting 'Preview'. You can see now, after clicking on the 'Show Filters' button in the top right corner of the screen, how this module will look when viewing somebody's CRM Profile > Application Forms (in this case)!

Modified on Wed, 13 Sep, 2023 at 11:53 AM