Document toolboxDocument toolbox

Create and customize a panel

Create a panel

Select Panels in the navigation pane. Open the panel name drop-down list and select Create New Panel. If this is the first panel to be created in the domain, you will instead see a welcome message with a button to create your first panel.

The panel editor opens with an empty canvas in edit mode. Enter the Panel Name, then click Create. The new panel is saved.



Three new buttons appear at the end of the toolbar. 

  • Update - Click to periodically save the changes you have made to the panel. This does not take you out of edit mode.
  • Delete - Click to delete the panel.
  • Back - Click to leave edit mode. If you have unsaved changes, you will be prompted to save them before exiting. To enter edit mode again, click  on the left of the toolbar.

In view mode, the Panel visibility slider appears in the toolbar letting you keep the panel Private, for your use only, or make it Public to share it with other domain users. Making a panel public does not automatically grant domain users the ability to access it. You'll need to go to AdministrationRoles to grant the different domain roles access to the panel. Learn more in Managing roles.

Add items and establish connections

To start designing your panel, click and drag items from the palette on the left to the canvas. Create connections between panel elements by clicking on the origin item's arrow node and dragging it towards the destination item.

Customize the display settings

With your items in the panel and connections established between them, you are ready to apply visual settings to the items and connectors in the panel. First, let's work with the items. Then, after you've tailored the items on the canvas, you can enhance and tweak the appearance of the connectors.



Note that in view mode the icon palette and settings pane disappear, and the toolbar buttons change. This is how all domain users with the necessary permissions will view and interact with your panel. For more information about view mode, see Using panels.

Complete your panel

Once the panel diagram has been drawn, you can add queries and alerts to the panel and link them to panel elements in order to provide real-time information about performance and conditions. To learn how to do this, see the articles: