A Form Data Dashboard is a detailed list of form records that can be published to any group of users. A Form Dashboard can act as an interactive, detailed report or it can act as a work queue that shows users only the forms they need to work on. In this course, we'll discuss how to create a dashboard, how to control the information that will be displayed, and manage its security.

By the end of this course, you will be able to:

• Create a new dashboard


• Configure a dashboard layout


• Recognize the configuration options present on the form dashboard designing screen


• Show Only Created By


• Enable Delete


• Enable Automatic Refresh


• Enable Deleted Fields


• Printing


• Multi-Edit


• Show Data from Two Form Templates


• Show data from two form templates


• Manage the security at the dashboard level to publish a dashboard for other users to see


• Identify how security impacts what users can do with the dashboard


• Control what records are visible on a dashboard using the search mechanism


• Control what records are visible on a dashboard using the query filter

1. Introduction


2. Creating a Form Data Dashboard


3. Configuration Options


4. Filters & Security


5. Review