Top Tip
- Dashboard categories are selectable by the user when creating a new dashboard template. They can then be used as a filter when searching for a new template in the library (both aggregated and project-level).
To add a new dashboard template category, navigate to the Administration Cog > Lookup Tables. A list of all the active lookup tables will be presented (i.e. all dropdown fields currently in use). In the search bar, type ‘Template’.
‘Template Tags’ will appear on the left and on the right, all existing categories will be displayed:
From here you can either add a new category to the list, or deactivate existing categories as needed. See ‘How to populate a lookup table (dropdown)’ for more information.
All categories will be available to users when they are creating and publishing their dashboard templates.
Template Tag Headers
If you wish to create different category groups i.e. Themes, Project Roles etc. it is also possible to create new ‘Template Tag Headers’
To create a new template tag header, go to the Administration Cog > Lookup Tables > Template Tag Header > Actions > Add. Once you have created your new template tag header, you can then add new tags to it as described above.
Remember
- Lookup tables must be updated directly in the Live Site. They don't form part of a site copy.