Dashboard - Adding an action card
Note
This option pertains to the Hyperproof TPRM product line.
You can add an action card to a dashboard or a section within a dashboard.
From the menu, select Settings.
Click Dashboards & Widgets.
From the left menu, select Dashboards.
Locate the dashboard you want to modify and open it.
The Dashboard builder displays.
Click the Add action card button on the dashboard or inside the section where you want to add the card.
The Add action card window displays.
In Primary text, add a label for the card.
In Sub text, add a secondary label for the card for additional context. This field is optional.
Click in the Select icon field and choose an icon from the list.
Click in the Select color field and choose a color for the card from the list. If the color you want is not listed, enter the hex code for it in the field below the colors.
Click in the Select action field and choose the action you want to trigger with the card. Options include:
Start new project - select a workflow name in the Select workflow field.
Redirect to URL - add the URL in the Link field.
Redirect to dashboard - select a dashboard in the Select dashboard field.
Show popup - add a title for the popup in the Info title field. Add a description for the popup in the Info description field.
Click Save.