Panel Properties
Panel Properties determine the layout, size and general look and feel of the panel on the homepage. Panel properties apply to all panel types and include:
Panel Properties
Panel Title
The Panel Title is the text that appears in the Panel Header. This is a mandatory property.
Title Link
Use the Title Link to specify a URL to link to when the user clicks on the Panel Title. This is an optional property.
Panel Position
The Panel Position specifies the position of the panel on the homepage and relative to other panels on the homepage. Within Homepage Designer, panels are laid out on the homepage in a grid fashion. There are 12 columns across and a maximum of 46 rows.
Use the Top, Left, Width and Height to specify the position of the panel on the Homepage.
- Top and Left specify the grid coordinate to start drawing the panel from.
- Width specifies the number of columns
- Height specifies the number of rows
Show Header
The Show Header checkbox specifies whether or not to display the header bar with the panel title when the panel is rendered. You may opt to turn off the header with Image panel types where a header may detract from the image. You may also find it useful to turn off headers for Report panel types as FluenceXL reports and Power BI may already have their own titles built into the report.
Header Tooltip
The Header Tooltip is the text displayed when a user mouses over the Panel Header.
Show Border
The Show Border checkbox specified whether or not to display the border around the panel when the panel is rendered. You may opt to turn off the header with Image panel types where a border may detract from the image.
Panel Types
The Content for each panel varies depending on the type of panel. The following tables describe the Content parameters required for each type of panel:
- Html Panels
- Image Panels
- List Panels
- Report Panels
- Shortcut Panels
- Text Panels
- Workflow Contributor List Panels
- Workflow Count Panels
- Workflow Process Panels
- Workflow Status Panels
- Workflow Summary Panels
Html Panels
You can use Html panels to display custom html content.
To create an html panel you will need to upload the html contents to the Fluence file system as a generic file and then select the file in Homepage Designer.
| Panel Contents | Description |
| File | Use the File Selector to select an html file within Fluence Explorer |
|
Control Tootltip |
Text to appear in a tooltip as the user mouses over the panel. |
Image Panels
Images such as logos, graphics and illustrations can be rendered on a homepage.
To create an image panel you will need to upload the image to the Fluence file system as a generic file and then select the file in Homepage Designer.
| Panel Contents | Description |
| File | Use the File Selector to select an image file within Fluence Explorer. |
| Image Link (Optional) |
Use the Image Link to specify a URL to link to when the user clicks on the image. For example, if the image is your company logo, the image link may link to your company's website. |
| Control Tooltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
List Panels
List panels allow you to create a panel with a list of links that can link to urls or other Fluence files. The list can include a folder structure to help categorize similar list items.
| Panel Contents | Description |
| Control Tootltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
| Table Format | Use this checkbox to add alternating row shading to the list. |
| List Items |
Use the List Items control to specify list items, their links and optionally categorize them into folders.
Link to URL Type the full URL including the http:// or https:// Example: https://www.fluencetech.com/
Link to Fluence Folder in Fluence Explorer Type /explorer?openFso= followed by the folder path Example: /explorer?openFso=/Fluence/Consolidation/Input
Link to Fluence File in Fluence Explorer Type /explorer?openFso= followed by the folder path followed by the file name Example: /explorer?openFso=/Fluence/Consolidation/Input/Acquisition%20Balance%20Sheet
Note: Replace spaces with %20 |
Report Panels
Report panels are used to render FluenceXL or PowerBI reports.
To create a report panel you will need to upload the FluenceXL report or PowerBI report to the Fluence file system as a generic file and then select the file in Homepage Designer.
| Panel Contents | Description |
| File | Use the File Selector to select a FluenceXL or PowerBI report within Fluence Explorer. |
|
Control Tootltip |
Text to appear in a tooltip as the user mouses over the panel. |
Shortcut Panels
Shortcut panels are panels that contain a link to a Fluence folder in Fluence Explorer or a Fluence file. These shortcuts allow the user to quickly navigate to a folder or quickly launch a Fluence file from the Homepage.
| Panel Contents | Description |
| File | Use the File Selector to select a Shortcut to a Fluence folder or Fluence File within Fluence Explorer. |
| Control Tootltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
Text Panels
Text panels ae used to display simple text on a panel.
To create a text panel you will need to upload the text file to the Fluence file system as a generic file and then select the file in Homepage Designer.
| Panel Contents | Description |
| File | Use the File Selector to select a text file within Fluence Explorer. |
| Control Tootltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
Workflow Contributor List Panels
Workflow Contributor List panels display workflow details in a table format similar to the Workflow Task List. When designing this type of panel, you can choose whether to show details for all assigned workflows or a single workflow.
| Panel Contents | Description |
| Mode |
Use the droplist to select one of the following: Compact - renders the contributor list in compact mode. Standard - renders the contributor list in Standard mode |
| Show |
Use the droplist to specify whether details for all workflows assigned to the user should be displayed or if details for a single workflow should be displayed.
|
| File | If Specific is selected in the Show droplist above, use the File Selector to select a workflow process file within Fluence Explorer. |
| Control Tooltip | Text to appear in a tooltip as the user mouses over the panel. |
Workflow Count Panels
The Workflow Count panel displays counters for the status of each task in all assigned workflows or a specific workflow. You can also show the number of tasks in a particular state such as the number of Overdue tasks in all all assigned workflows or a specific workflow.
This panel is interactive. For example, when users clicks on an Overdue status counter, they are linked to their Workflow Task List already filtered to show only tasks that are overdue.
| Panel Contents | Description |
| Show |
Use the droplist to specify whether details for all workflows assigned to the user should be displayed or if details for a single workflow should be displayed.
|
| File |
If Specific is selected in the Show droplist above, use the File Selector to select a workflow process file within Fluence Explorer. |
| State |
Specify which state should be included in the workflow count. In the majority of cases, All is selected.
|
| Control Tooltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
Workflow Process Panels
Workflow Process panels display a diagram of a specific workflow process. The diagram includes an indicator of the status of each task in the process. You can use this type of panel to give users the overall picture of the process they are involved in.
| Panel Contents | Description |
| File | Use the File Selector to select a workflow process file within Fluence Explorer. |
| Initial Zoom | Use the slider to set the initial zoom percentage. |
| Control Tooltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
Note: There can only be one Process Panel per Homepage. If a Process Panel and Workflow Status Panel are both included on the same Homepage, they must refer to the same Workflow.
Workflow Status Panels
The Workflow Status panel display a semi-circle graphical chart indicating the percentage of Workflow Tasks per Owner in a specific workflow.
| Panel Contents | Description |
| File | Use the File Selector to select a workflow process file within Fluence Explorer. |
| Control Tooltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |
Note: There can only be one Workflow Status Panel per Homepage. If a Process Panel and Workflow Status Panel are both included on the same Homepage, they must refer to the same Workflow.
Workflow Summary Panels
The Workflow Summary panel displays counters and team members for all assigned workflows or a specific workflow.
This panel is interactive.
- Users may click on the Process to link to their Workflow Task List already filtered to show only tasks in the selected process.
- Users may click on a Status Counter to their Workflow Task List already filtered to show only tasks that are in the same state as the status selected.
- Users may mouse over the Team Members to view the team members involved in a workflow process either as an Owner, Supervisor or Contributor.
| Panel Contents | Description |
| Show |
Use the droplist to specify whether details for all workflows assigned to the user should be displayed or if details for a single workflow should be displayed.
|
| File | If Specific is selected in the Show droplist above, use the File Selector to select a workflow process file within Fluence Explorer. |
| Control Tooltip (Optional) |
Text to appear in a tooltip as the user mouses over the panel. |