Controls in the Dashboards toolkit
The Dashboards toolkit contains the controls and services that are used by coaches in a human service, for example, an instance UI, a dashboard, such as the Process Performance dashboard, or a task completion UI. You can use the controls and services to create your own customized coach views.
Attention: The ready-to-use
controls and services that are included in the toolkit can change
from release to release. The following general considerations apply
to using the artifacts in the toolkit:
- To customize a control, always clone both the control and its corresponding service, and make your changes on the copies of the artifacts.
- If you create Process Portal pages
by using the controls and services in the toolkit, the behavior or
visualization of the page might change if you upgrade to a newer version
of the toolkit. If you want to retain the existing behavior of the Process Portal application,
take one of the following actions:
- Copy the controls and services that you need to the new version of the application.
- Do not upgrade to the newer version of the toolkit.
- Batch Modify Dialog control
Use the Batch Modify Dialog control to display a dialog that allows users to update a batch of process instance values and use the projected path management capabilities. - Breadcrumb control
Use the control to add a breadcrumb to the coach view to show the navigation path that the user took to get to the current view. - Category Selection control
Use the control to apply selection categories to a list of objects, for example, to a list of tasks or activities. - Chart control
Use the Chart control to create pie charts, bar charts, column charts, and line charts that display sets of data. - Chart with Time Selector control
Use the Chart with Time Selector control to enable users to select the granularity of data displayed. - Dashboard Layout template
Use this template to create the layout for pages in Process Portal that are exposed as dashboards. - Data control
Use the control to display process or case variables that are defined as being available for search. - Data Section control
Use this control to provide a collapsible coach view section that displays the business data for an instance. A configuration property determines whether users can change the values of these variables. - Dialog control
Use the Dialog control to create a secondary window that contains other controls. The Dialog control can be configured to be modal or nonmodal in the display of the contained controls. - Default Instance Details template
The ready-to-use Process Portal application that is shipped with IBM® Business Process Manager includes a page for displaying details of process or case instances. Use this template as the basis for creating a customized default Process Portal page for displaying instance details. - Floating Layout control
Use the Floating Layout control to create an area in which layout elements are arranged side by side horizontally. - Follow Button control
Use this control to add a button to follow or unfollow a process instance. - Gantt Chart Instance Details control
Use the Gantt Chart Instance Details control to create a Gantt chart that displays process instance details. - Gantt Chart Process Overview control
Use the Gantt Chart Process Overview control to create a Gantt chart that displays aggregate process data. - Icon Button control
Use this control to display a clickable button that is rendered as an icon. - Instance Activities List control
Use the control to show a list of activities for a process or case instance. - Instance Activities Section control
Use this control to provide a coach view that displays a list of activities for a process or case instance. The list can be filtered according to a category, such as ready activities, or by a text filter that the user enters. - Instance Details UI Service template
Use this service to customize the default Details UI for cases and BPDs. The Details UI displays instance details in Process Portal. - Instance List control
Use the Instance List control to show the list of process instances and case instances for the current user. The list can be filtered according to the instance state and search criteria. - Instance Summary Section control
Use the control to display active summary information and stream events for a specified process or case instance. This information includes the start date, and status information for the instance. - Instance Tasks List control
Use the control to show the list of tasks for an instance of a process or case. From this list, users with the appropriate authorization can work on, modify, and assign or reassign tasks. - Instance Tasks Section control
Use this control to provide a coach view that displays a list of tasks for a process or case instance that can be filtered according to a category, such as completed tasks. - Navigation Controller control
Use the Navigation Controller to allow users to navigate between dashboards. To enable users to navigate between a standard dashboard (such as the Team Performance dashboard or the Process Performance dashboard) and a custom performance dashboard, a custom copy of the Navigation Controller is required. - Process Diagram control
Use the Process Diagram control to display process data in a visual diagram that can be annotated with additional information based on configuration options. - Process Due Date control
Use the Process Due Date control to allow users to edit the due date of a process. - Process Instances List control
Use the Process Instances List control to show the list of instances for a specified business process definition. Several filters control the actual selection. - Refresh Button control
Use the control to add a button to a coach view so that users can manually refresh the contents of the view. To respond to a refresh request, the individual coach views must be configured accordingly. - Refresh Controller control
Use the control to automatically trigger the refresh of coaches in the view at regular intervals. To respond to a refresh request, the individual coach views must be configured accordingly. - Search control
Use the Search control to enable users to perform an enhanced search for specific business data. - Service Controller control
Use this control to consolidate the changes from the bound variables into a single boundary event. The boundary event can be used, for example, to refresh service variables. - Split-Panes Section control
Use this layout control to create a coach view with two sections: a main content section and a sidebar section. The width of the sidebar is configurable. - Stream control
Use the Stream control to display activity data for a specified user in a common stream-based format. - Task List control
Use the Task List control to show the list of existing tasks for the current user. The task list can be filtered according to specified users, teams, dates, and search criteria. - Tasks Due control
Use the Tasks Due control to create a due date histogram that displays the distribution of the tasks, ordered by due date. - Team Roster control
Use the Team Roster control to display a list of team members for a specified team and, optionally, displays users with active or selected tasks assigned to them. - Team Summary control
Use the Team Summary control to display active task summary information for a specified team. - Text Filter control
Use the control to enable users to enter strings in a text box to filter lists of objects, for example, activities or documents. - Two-Column Section control
Use this layout control to create a two-column layout for a coach view. The width of the columns is customizable. - Zoom control
Use the Zoom control to create a slider that can be used to increase or decrease the zoom level of other controls.
Parent topic: Coach and Coach View reference information