Editing an overview dashboard in the end application

Editing an overview dashboard in the end application

Overview Dashboard in a device, asset, or location instance can be edited to add new widgets, remove or resize existing widgets.

All overview dashboard operations require necessary permissions. Refer user profiles document for more details.

Any changes made to the Overview Dashboard of an instance will be automatically reflected in the Overview Dashboard template of the model on which the instance is based. Additionally, these changes will propagate across all other instances that are based on the same model, ensuring uniformity.

To edit an overview dashboard in the end application,
  1. Access the End Application.
  2. Select Devices > Devices in the left pane. You can select Assets to edit the overview dashboard in an asset or Location to edit the overview dasboard in a location.



  3. Click the name of the device with the overview dashboard you want to edit. This opens the device's information page. For this illustration, the device: Smart Fan is considered.



  4. Select the Overview tab in the instance's information page.



  5. Click on the Overview Dashboard selector field in the top.



  6. Select the Overview Dashboard you want to edit.



  7. Click the pencil icon. This will open the dashboard builder.



  8. Add/Remove/Resize/Reconfigure the required widgets.



  9. Click Save.
The changes made to the overview dashboard will now be updated.

See Also
Adding and managing overview dashboards
Dashboard and widgets
 
 


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION











                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                            Manage your brands on social media

                                              Zoho Desk Resources

                                              • Desk Community Learning Series


                                              • Digest


                                              • Functions


                                              • Meetups


                                              • Kbase


                                              • Resources


                                              • Glossary


                                              • Desk Marketplace


                                              • MVP Corner


                                              • Word of the Day


                                                Zoho Marketing Automation

                                                  Zoho Sheet Resources

                                                   

                                                      Zoho Forms Resources


                                                        Secure your business
                                                        communication with Zoho Mail


                                                        Mail on the move with
                                                        Zoho Mail mobile application

                                                          Stay on top of your schedule
                                                          at all times


                                                          Carry your calendar with you
                                                          Anytime, anywhere




                                                                Zoho Sign Resources

                                                                  Sign, Paperless!

                                                                  Sign and send business documents on the go!

                                                                  Get Started Now




                                                                          Zoho TeamInbox Resources



                                                                                  Zoho DataPrep Resources



                                                                                    Zoho DataPrep Demo

                                                                                    Get a personalized demo or POC

                                                                                    REGISTER NOW


                                                                                      Design. Discuss. Deliver.

                                                                                      Create visually engaging stories with Zoho Show.

                                                                                      Get Started Now









                                                                                                          • Related Articles

                                                                                                          • Enabling and editing an instance specific overview dashboard

                                                                                                            An instance-specific overview dashboard is created and available exclusively to a particular device, asset, or location. Once an instance-specific dashboard is enabled for a model, the template based overview dashboard will not be available in any ...
                                                                                                          • Editing an overview dashboard template in a model

                                                                                                            Once an Overview Dashboard is added to a model in the application, users can edit the overview dashboard template to add new widgets, remove or resize existing widgets. All overview dashboard operations require necessary permissions. Refer user ...
                                                                                                          • Adding overview dashboard templates in a model

                                                                                                            By default, all models(Device, Asset, and Location) come with configured with an overview dashboard template. Users have the flexibility to add two additional overview dashboard templates to any model. All overview dashboard operations require ...
                                                                                                          • Editing a command in the end application

                                                                                                            You can modify the parsing key and command status of any Command in a device, asset, or location through the end application. All Command operations require necessary permissions. Refer User Profiles document for more details. To edit a command, ...
                                                                                                          • Adding and managing overview dashboards

                                                                                                            This guide explains how to add, edit, delete, and manage overview dashboards in a Zoho IOT application. Adding an overview dashboard template These guides will show you how to add a user profile in the Zoho IOT application, detailing each step and ...
                                                                                                            Wherever you are is as good as
                                                                                                            your workplace

                                                                                                              Resources

                                                                                                              Videos

                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                              eBooks

                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                              Webinars

                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                              CRM Tips

                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                Zoho Show Resources