Configuration

This section covers administrator-level configuration for Dashboard, including managing chart data sources, style templates, and default settings.

Important

Most configuration options require System Administrator (base.group_system) permissions. Regular users can create and manage their own dashboards and charts but cannot modify system-wide settings.

Chart Data Sources

The chart data sources configuration controls which Progrid models appear in the data model dropdown when users build charts.

Viewing Allowed Models

Navigate to Dashboard ‣ Configuration ‣ Chart Data Sources

The list shows all currently enabled models with their technical names.

Adding a Model

  1. Navigate to Dashboard ‣ Configuration ‣ Chart Data Sources

  2. Click Add a line

  3. Select the model from the dropdown

  4. Click Save

Note

Each model can only be added once. The model must be a non-transient (persistent) model to be available as a data source.

Removing a Model

  1. Navigate to Dashboard ‣ Configuration ‣ Chart Data Sources

  2. Click the delete icon next to the model you want to remove

  3. Click Save

Warning

Removing a model from the allowed list does not delete existing charts that use that model. Those charts will continue to work, but users will not be able to create new charts from the removed model.

Resetting to Defaults

To restore the default set of allowed models:

  1. Navigate to Dashboard ‣ Configuration ‣ Chart Data Sources

  2. Select all records

  3. Use Action ‣ Reset to Defaults

The default models include:

  • CRM: Leads, Teams

  • Sales: Orders, Order Lines

  • Contacts: Partners, Partner Categories

  • Products: Products, Templates, Categories

  • Accounting: Invoices, Invoice Lines, Payments

  • Projects: Projects, Tasks

  • HR: Employees, Departments, Job Positions

  • Inventory: Pickings, Stock Moves, Quants, Lots

  • Purchase: Purchase Orders, Order Lines

  • Calendar: Events

  • Users: Users, Companies

Style Templates

Style templates provide reusable visual configurations for charts. They define color palettes, typography, and animation settings that can be applied across multiple charts.

Viewing Templates

Navigate to Dashboard ‣ Configuration ‣ Style Templates

Templates are displayed in a kanban view with color previews. Switch to list view for a tabular overview.

System Templates

System templates are pre-built and cannot be modified or deleted. They are identified by a blue “System” badge. System templates provide sensible defaults for common chart types.

Creating a Custom Template

  1. Navigate to Dashboard ‣ Configuration ‣ Style Templates

  2. Click New

  3. Fill in the template details:

    • Template Name - Descriptive name

    • Chart Type - Which chart types this template applies to (All, Line, Bar, Pie, Scatter, Map, or 3D)

    • Sequence - Display order

    • Description - Optional description

    • Thumbnail - Optional preview image

  4. Go to the Configuration tab

  5. Enter the style configuration as JSON:

    {
  "color": ["#5470c6", "#91cc75", "#fac858", "#ee6666", "#73c0de"],
  "backgroundColor": "#ffffff",
  "textStyle": {
    "fontFamily": "Inter, sans-serif"
  }
}

  6. Click Save

Tip

Use the color palette preview to quickly identify templates. The preview shows the first five colors from the template’s configuration.

GeoJSON Map Assets

Map assets are managed by administrators and provide the geographic data for geographic chart types.

Built-in assets (World, USA, Europe) are protected and cannot be modified. Custom assets can be uploaded for specialized mapping needs.

See Geographic Charts for detailed instructions on managing map assets.

Demo Dashboard

A demo dashboard is available at Dashboard ‣ Configuration ‣ Demo Dashboard. This showcases the available chart types and can serve as a reference for building your own dashboards.

See also