Details

    • Type: Design Part
    • Status: Done
    • Priority: L3 - Default
    • Resolution: Done
    • Affects Version/s: None
    • Fix Version/s: 3.1.0
    • Component/s: None
    • Labels:
      None

      Description

       

      Goal

      Creating standard reports (from home and collections)based on templates

       

      User flow

      1.Name report (Pre filled, no user action necessary to continue)

      2.Select process - view large more readable diagram modal to assist in process selection. Once process selected: Create button enabled)

      3. blank option in focus once process has been selected. Other template options available. 

      4. Created report opens in edit mode  

       

      Design of template thumbnail

      • visualisation name

      • 'view' setup detail 

      • basic representation of visualisation 

      Concept:  allow simple ways to get to visualisations - other configurations can be easily created with starting with one of these options as a base, take users to a good starting point, rather than a defined specific report 

       

       

       

      Designs 

      ->https://zpl.io/2yvo7G9 

      Images attached 

       

       

        mgm-controller-panel

        This is the controller panel for Smart Panels app

          Attachments

          1. Image-data-table.svg
            2 kB
          2. Template Bar chart .svg
            0.6 kB
          3. Template Heatmap.png
            Template Heatmap.png
            6 kB
          4. Template Number.svg
            8 kB

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                Assignee:
                Unassigned Unassigned
                Reporter:
                asia.malina Asia Malina
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                  Dates

                  Created:
                  Updated:
                  Resolved:

                    Salesforce