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How to create a control
How to create a control

Add and adjust dynamic elements on a dashboard

Updated over 2 weeks ago

Controls are essential to making the dashboard more interactive. They bring widgets to life, turning them into meaningful representations of data. The functionality and capabilities of controls are extensive and offer a wide range of options for customizing and enhancing your dashboard experience.

To create a control, click the ‘Create a control’ icon in the dashboard toolbar. You will be redirected to the control editor.

If you have several databases connected with one dashboard, you should choose one of them in a prompt menu before entering the control editor.

Navigating the control editor

In the control editor, you will find a workspace designed for comprehensive management of the control's content, functionality, and appearance.

The Logical Expression Builder, as well as the use of weights and groups, are available when creating a control.

Customizing control settings

To fine-tune the appearance and behavior of your control use the ‘Look & Feel’ settings panel.

Key settings

  • Control Type: These are the types of controls you can choose from

    • Buttons - perfect for variables with concise titles and multiple options (e.g., gender).

    • Dropdown - compact solution for single-variable selections (e.g., a list of countries).

    • Option groups - useful when adding multiple variables to one control.

    • Accordion - good for complicated multi-level lists.

    • Range - Ideal for selecting from a range of variables.

    • Text - similar uses to buttons, but with a different visual output.

  • Selection mode: determines whether the control allows single selection or multiple selections of options.

  • Unselect all (available when the multiple selection mode is active): lets you enable or disable the ability to unselect all options when using multiple selection mode.

  • Orientation (for buttons and text): may be horizontal or vertical.

  • Spacing between elements (only for buttons): automatically set to zero, use as required.

  • Title: add the text then choose its font size and position.

  • Assignment aliases: allows using of aliases in a control.

  • Selected labels: allows you to assign different labels to a category in the control depending on whether its state is selected or not selected.

  • Selection Strategy(default control position).

Some control settings are specific to certain control types and may not be available across all controls.

After clicking the 'Save Control' button, you will be redirected to the dashboard, where you must assign the control to your widgets for it to function. There are numerous options for control-to-widget or control-to-control assignments.

To enter the control editor again, select the control and click on the 'edit' icon in the left panel.

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