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How to Configure and View a Graphic

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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

  Step Description

Screenshot
1

Create a Graphics Template
  1. Go to Graphics > Templates
  2. Click on ‘Add New’
  3. Specify the following data:
    1. Customer
    2. Graphic Name
    3. Graphic Description
  4. Click on ‘Save’

create-graphics-template.png

 
2

Define a Layout for the created Graphics Template
  1. Go to Graphics > Templates
  2. Select the Graphics Template recently created on Step #1
  3. Click on ‘Edit’
  4. Add, arrange and configure the necessary Widgets
  5. Click on ‘Save’
 graphics-layout.png
3

Create a Graphics Configuration
  1. Go to Graphics > Configuration
  2. Click on ‘Add New’
  3. Specify the following data:
    1. Customer
    2. Configuration Name
    3. Configuration Description
    4. Linked Graphic (a Graphic Template already created on Step #1)
    5. Default Graphic (a Graphic Template already created on Step #1)
  4. Click ‘Next’
  5. Specify ‘Link To’ (a page to display a Graphic): Customer, Site or Equipment
  6. Click ‘Save’
 graphics-configuration.png
4

View the created Graphic
  1. Go to the page you linked a Graphic Template to (Step #3 p.5):
    1. Customer Page (Sites > Filter by Customer > Customer Details) OR
    2. Site Page (Sites > Filter by Customer > Site Details) OR
    3. Equipment Page (Sites > Filter by Customer > Site Details > Equipment Details)
  2. The Graphic will be opened by default
 
customer-page-graphic-example.png
Customer page Graphic example

site-page-graphic-example.png
Site page Graphic example

equipment-page-graphic-example.png
Equipment Page Graphic example

 

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