Overview
Before a Graphic can be viewed, it must be configured first. The scope of Graphic configuration includes building a layout and linking the Graphic to the desired context (Customer / Site / Equipment).
Workflow to configure and view a Graphic
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Step |
Description |
Screenshot
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1 |
Create a Graphics Template
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- Go to Graphics > Templates
- Click on ‘Add New’
- Specify the following data:
- Customer
- Graphic Name
- Graphic Description
- Click on ‘Save’
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2 |
Define a Layout for the created Graphics Template
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- Go to Graphics > Templates
- Select the Graphics Template recently created on Step #1
- Click on ‘Edit’
- Add, arrange and configure the necessary Widgets
- Click on ‘Save’
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3 |
Create a Graphics Configuration
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- Go to Graphics > Configuration
- Click on ‘Add New’
- Specify the following data:
- Customer
- Configuration Name
- Configuration Description
- Linked Graphic (a Graphic Template already created on Step #1)
- Default Graphic (a Graphic Template already created on Step #1)
- Click ‘Next’
- Specify ‘Link To’ (a page to display a Graphic): Customer, Site or Equipment
- Click ‘Save’
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4 |
View the created Graphic
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- Go to the page you linked a Graphic Template to (Step #3 p.5):
- Customer Page (Sites > Filter by Customer > Customer Details) OR
- Site Page (Sites > Filter by Customer > Site Details) OR
- Equipment Page (Sites > Filter by Customer > Site Details > Equipment Details)
- The Graphic will be opened by default
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 Customer page Graphic example
 Site page Graphic example
 Equipment Page Graphic example
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