Dashboard relationshiping

To create a relationship between a dashboard and a resource:

1. Make sure you utilise both the dashboard and the resource that you want to relate.
2. Go to the dashboard page on Realer.
3. From the dashboard page, click on under the dashboard name and select Edit usage relationship.
4. From within the edit usage relationship box, search for the resource that you want to relate to the dashboard and click relate.
5. Choose the privacy setting for the relationship between the dashboard and the resource.
6. Click Create relationship.

Note: We recommend to relate to dashboards only the resources that accomplish to things that you need and care. There are limitations on the number of dashboards you can relate.

To edit a relationship between a dashboard and a resource:

1. Make sure the relationship between the dashboard and the resource exists.
2. Go to the dashboard page on Realer.
3. From the dashboard page, click on under the dashboard name and select Edit usage relationship.
4. From within the edit usage relationship box, search for the resource whose relationship you want to edit and click edit relationship.
5. Edit the relationship between the dashboard and the resource.
6. When you are finished, click <span class="translation_missing" title="translation missing: en.activerecord.dashboard.helpers.trl_update_entity_relationship">Trl Update Entity Relationship</span>.

If you utilize the dashboard, you can sort resources for that dashboard.

To sort resources for a dashboard:

1. Go to the dashboard page on Realer.
2. From the dashboard page, click on under the dashboard name and select Edit usage relationship.
3. From within the edit usage relationship box, click sort on the right of Relationshipable resources.
4. Sort resources using .
5. When you are finished, click Done.

To delete a relationship between a dashboard and a resource:

1. Make sure the relationship between the dashboard and the resource exists.
2. Go to the dashboard page on Realer.
3. From the dashboard page, click on under the resource name and select Edit usage relationship.
4. From within the edit usage relationship box, search for the resource whose relationship you want to delete, click on and select Delete relationship.
5. Confirm the deletion of the relationship between the dashboard and the resource by clicking on Destroy relationship.