Enabling and editing an instance specific overview dashboard

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 instance derived based on the application.

Only one instance specific dashboard will be available for each instance, and can be edited to configure them with widgets.
Instance specific dashboards can use datapoints only from that particular device, asset, or location instance.

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

To add an instance-specific overview dashboard, you must first enable the corresponding option that allows the creation of such datapoints.

All Datapoint operations require necessary permissions. Refer User Profiles document for more details.

To enable instance specific datapoint addition,
  1. Access the Developer Application.
  2. Select Asset or Devices or Location in the left pane based on the model to which you want to add the instance specific overview dashboard. For this illustration, Device is selected.
  3. Click the name of the model to which you want to add the instance specific overview dashboard. For this illustration, the device model Smart Equipment is considered.



  4. Select Model settings in the left pane.



  5. Toggle ON the instance specific overview dashboard option and click Save.



Instance specific overview dashboard addition for the model (eg., Smart Equipment) is now enabled.

Each instance based on the model will have its own blank overview dashboard, which you'll need to customize by editing and adding widgets individually.

Editing an instance specific dashboard

You can edit an instance-specific overview dashboard to add/delete/resize/reconfigure widgets in it.

To edit a instance specific datapoint,
  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 dashboard in an location.



  3. Click the name of the device you want to add the command to. 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.



    Note: Ensure the device is based on the model for which the option was enabled.
  5. Click the pencil icon. This will open the dashboard builder.



  6. Add/Delete/Resize the required widgets.



  7. Click Save.
The overview dashboard of this particular instance will be updated with the modifications done.
Note: This dashboard will not be propagated as the overview dashboard template of the model.

See Also
Adding and managing overview dashboards
Dashboard and widgets
 


    Access your files securely from anywhere

      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

                                                                                                              • Model Templates and Instance Specific

                                                                                                                Monitor and control modules include datapoints, alarm rules, overview dashboards, and commands. Model Templates Monitor and control modules are configured as templates in the managed entity models: device, asset, and location. When a managed entity ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                              • 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 ...
                                                                                                                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