Creating Dashboard Messages
Updated over a week ago

Step-by-Step Guide

Step 1 – Navigation Bar > "Program Administration" > "Manage Dashboard Messages"

Step 2 – New Message

Step 3 – Title Your Message

Step 4 – In Design Mode Add Text, Formatting, and Messaging.

  • You can change boldness, italics, colors, size, font, spacing, and more!

  • You can add hyperlinks using the Insert Link button

Step 5 – In HTML Mode, you can design more complex messages.

  • We have some standard HTML codes available to customers. You can Copy/Paste our HTML and then format it in Design or HTML mode for customizations.

  • Support cannot build or resolve complex HTML issues. We will work to resolve simple hyperlink or standard HTML issues.

  • Some CSS may appear different across different browsers.

  • Other complex coding (i.e. JavaScript, PHP) may be non-functional in Dashboard messages.

  • Please note that some browsers handle HTML differently than other browsers. Because of this we highly suggest testing any custom HTML with a validator before adding it to your Dashboard Message to prevent compromising the data in your message, as once lost, it is not recoverable.

Step 6 – In Preview Mode, you can Preview the Dashboard Message.

Step 7 – Finally, determine if the message should be dismissible and if it should appear once or on a recurring basis.

Note: Many customers use Dashboard messages as a standard navigational feature of ETO. In those cases, make sure the message cannot be dismissed, reoccurs daily, every day, and has no end date.

Once the dashboard message is complete, you can manage and assign it to Programs and Roles in your Enterprise.

Best Practices

  • Dashboard Messages appear at the top of the page, so consider what information is most important to users and present that first.

  • Shorten Dashboard Messages so that users do not have to scroll down to get to other Dashboard parts.

  • Use the File Attachment TouchPoint element to upload and store images you would like to incorporate. This automatically saves the image in web format for faster loading and secures the image to your ETO Enterprise.

  • Use the provided HTML editor to add colors, fonts, and icons, however be aware that this can affect the rest of the Dashboard if not coded correctly. Some sample codes are available in the help manual. If you notice that the font color on your other Dashboard parts has changed after using CSS, or certain pieces do not work properly (switching from page to page within a specific part for example), try disabling your Dashboard Message to see if that resolves the problem. You may need to tweak your code.

  • Use the File Attachment TouchPoint Element to upload and store images you would like to incorporate. This automatically saves the image in web format for faster loading and secures the image to your ETO Enterprise.


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