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These settings are located under Administration-> Dashboards in CAM.

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Dashboard Settings in Administration

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Fields

Description

Display Name

An alternative display name for the entity

Data Source

The source of the data for the entity

Description

An optional description for the entity

Entity Name

The entity name. Entities will include the list of indexes (for example elastic indexes or SQL indexes) as well.

Query Type

The type of the query. For analytics, available options are document, folder, workspace, user, and document_history.

Is Enabled

Indicates whether the entity is enabled or not

Last Modified Date

Shows the date the entity was last modified

Last Modified By

Shows the user that last modified the entity

Actions

  • Edit: Select the edit icon to edit the Entity details.

  • Regenerate Fields: If a data source is modified, the user has the ability to regenerate it.

  • Open Entity Fields: Shows the Entity fields. New fields can be added from this screen.

  • Attach Actions: Allows for actions to be attached to an entity. Additionally, the screen shows the actions currently attached to existing entities. Select +Attach Actions to add a new action to the entity. The Out of the box actions are:

    • Matter Detail Dialog

    • Remote CheckIn IFrame

    • Remote CheckIn

    • Remove Object Security

    • Change Default Access

  • Delete Entity: Select this icon to delete the Entity.

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Tip

Tip: Entities are auto-discovered when Auto discover is clicked. The API looks like this:

/api/v1/dashboard/reportentity/autoDiscover

 

Payload : -

{

     "report_entity_id": "1"

}

Entity Fields Tab

This new tab showcases the fields within the entity available, that used to be available by going to the “Entities” tab in Administration > Dashboard and then clicking the "Open Entity Fields" button from the action menu.

image-20241029-130826.pngImage Added

Report Category tab

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Tip

Tip: When using the search filters for Name and Description on the Data Source, Entities, Report Category and Reports tab, the results will show once users click anywhere outside of the search field or hit Enter after entering the text to be searched.

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