Page Selectors Best Practices?

[Anand.Sawh]

Hi,

Is there some common techniques when publishing page selectors to a page verses publishing to a module?

[ryan_kohn · Accepted solution]

Here are a few practices I follow when using page selectors on dashboards.

For module page selectors:

• Hide module page selectors that don't add clarity or value by setting them to Hide Label, Hide Page Selector.
• If it will add clarity to what the user is editing, change the page selector to Show Label, Hide Page Selector (i.e. read only). Note that the standard module Search (Ctrl+Shift+S, or via the module menu) will still navigate through the page items if needed.
• Leverage synchronize selection to change the selected page in lower level modules by clicking on higher level modules, rather than forcing users to search through a long list of items.
• In all other cases, use individually published page selectors (i.e. Publish List as Page Selector).

For individually published page selectors:

• Place all individual page selectors at the top of the dashboard.
• Include a text label for each page selector (my preferred format is Heading 3).
• Use at most one page selector per hierarchy (i.e. don't add 5 page selectors for each level of a 5-level hierarchy).
• I generally place multiple page selectors along a row rather than stacked vertically. This makes better use of screen real estate.

Does anyone else have any good tips?

[DavidSmith · Accepted solution]

A couple of other tips:

1.  I often have a "context" dashboard, where all of the page selectors can be set initially

2. For deep, multi level hierarchies, we sometimes advocate a series of "selector" modules for each level in the hierarchy and have each one syncing off each other.  This provides a clean navigation path.  I also would put this on a separate dashboard and toggle back and forth |(as per the atttached)