An App Dashboard is a view that gives you an overview of all the activity related your app in terms of data collection and surveying activity. It presents the information in useful and simple-to-read diagrams.
Reviewing the App Dashboard
The dashboard for an app can be accessed by clicking on the dashboard icon from the Apps list, that can be accessed from the Side Navigation.
The App Dashboard contains useful information about the activity for that specific App, as well as, changesets, workflows. You even get quick access to view the data, make changes to your app’s form structure, change a user permission, import or export data, and more, from the options located on the top right corner to the right of the App's Name.
Clicking on the More option (3 dots icon), will enable the user to:
Right below, you will notice 3 tabs: Activity, Changesets, and Workflows. Let's review each of them in detail.
This is the first tab in the App Dashboard, is always selected by default. It gives you an overview of activity happening with your field collection and surveying activity.
It includes two data collections, the first is the Record Activity, that means that it will show record details, like those create, updated, or deleted in a specific time range. For this there are three options available, Last 7 days, Last Quarter, and Last 12 Months.
The second shows the activity by member of the organization. Here you can also change the time range for one of the three options mentioned above.
If you hover over the columns in the graph, you will get the total count of records that were either created, updated, or deleted.
The second Tab available in the App Dashboard is Changesets. Here, users will be able to see all the changes to records in the App. This means that the system keeps the history of each time a record was created, updated, or deleted, who made the change, when, and where (device).
At the top of the table, there is Data range selector, that allows users to set a start and end date in order to filter the data on the table. This can help narrow down the changesets to only those that took place a given day, week, month, etc.
When clicking on the link available on the ID column, users will be redirected to the App Record View, to take a closer look at a specific record.
The third and final tab in the App Dashboard correspond to Workflows. They enable you to automate data-driven processes directly within the Fulcrum platform. You can configure app triggers to monitor record events, which kick off workflows that can conditionally initiate actions on your behalf.
To learn more about Workflows, please check out the articles listed below: