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4.02-11 Publish Process Actions instead of Import/Export Actions
Import and Export actions need to be republished if modified or replaced, whereas Process Actions are always consistent with whatever is held within the Process, making management easier Relate to Rule: 5.01-02 User Facing Actions in a process Questions on this topic? See 4.02-11 Publish Process Actions instead of…
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4.02-12 Avoid using Delete action buttons on dashboards for end users
End users could potentially delete historical data, so keep the list element maintenance separate as part of the administration process Related to Rule: 4.02-11 Publish Process Actions instead of Import/Export Actions Questions on this topic? See 4.02-12 Avoid using Delete action buttons on dashboards for end users in our…
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4.02-13 Store image URLs in a separate module
Keep all of the image URLs for a list in a separate System module. Be mindful of the correct dimensionality Related to Rule: 2.01-04 Use the D.I.S.C.O. Methodology for Module Design Questions on this topic? See 4.02-13 Store image URLs in a separate module in our Planual forum.
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4.02-14 Enable Personal Dashboards
Use Personal Dashboards to enable users to personalize the views of the data Related to Rule: 6.04-03 Master Dashboards Best Practice article: Personal Dashboards - Tips and Tricks Questions on this topic? See 4.02-14 Enable Personal Dashboards in our Planual forum.
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4.02-15 Limit modules with many formatted list line items
Too many list formatted line items displayed on a dashboard can adversely affect performance especially if the lists are large. Try and limit the number of displayed line items in a single module; split them into separate modules if necessary Questions on this topic? See 4.02-15 Limit modules with many formatted list line…