Reporting › Dashboards and Reports › Modify a Context Page › Add or Edit a Context Page

Add or Edit a Context Page

You can customize context pages if your user account has the 'Edit Context Pages' and 'Drill into Views' role rights. The predefined Administrator and Designer roles have these role rights by default.

Unlike standard dashboard pages, item context pages are clustered in sets of tabbed pages. You can edit the predefined tabs and can change the views that are displayed on those tabs. You can add tabbed pages. You can also rearrange the tabs in an item context to change their order. Revert changes to all tabs in the current context by selecting 'Restore Tabs to Defaults' from the Edit Tab menu.

Modifications apply to the current tenant.

Follow these steps:

1. Log in as a user with the required role rights.
2. Navigate to the item context whose page you want to edit. For example, click the link for a router on any dashboard to call up the Router context pages.

   The tab that is selected includes an Edit icon to let you access the Edit menu.

3. Select the tab that you want to modify.

   The Edit icon appears.

4. Click the Edit icon, and select Add or Edit tab.
5. (Optional) Select one of the Default Tab Templates from the menu. Each template populates the page with the default views for that type of page.
6. Change the Tab Title. A title is required.

   The tab title determines the name that appears at the top of the tabbed context page.

7. Select a layout template for the page from the Layout buttons.
8. Remove unwanted views from the page if desired. In the Layout pane, click:
   • Clear Layout to change the positioning of all views on the page.
   • An [X] to remove an individual view from the page.

   The views that are available to be added to the page are shown in categorized lists. The lists are filtered by the selected group or item context.

   All registered data sources are represented. However, the available views are limited to those views that are applicable to the context.

   Note: You cannot change the item context for the page; it is preselected for the present context.

9. Click to expand the categories of views.
10. Select a view, drag it to the Layout pane, and drop it where you want it to appear.
11. Click Save.

    The context page refreshes to reflect your changes. The changes persist across login sessions, but they are only applied to the current tenant.