1. Dashboards and Visualization
  2. Dashboards
  3. Dashboard Element Management
  4. Publish to a dashboard
  5. Publish a process to a dashboard

Publish a process as a button on a dashboard. You can then select the button to run the process.

You must be a workspace administrator to publish a process to a dashboard.

To publish a process to a dashboard:

  1. Go to the Actions tab in the Actions () pane, and select the process you want to publish.
  2. Select the View menu in the toolbar.
  3. Select Publish to Dashboard and either:
    • Select the name of the dashboard to which you want to publish the page selectors.
      The dashboard opens in Dashboard Designer and displays the page selectors.
    • Select New Dashboard.
      Follow the steps to publish to a new dashboard.
  4. Optionally, rearrange the dashboard elements:
    • To move a dashboard element, select it, then click and drag the blue Move handle to position it.
    • To resize a dashboard element, hover over the bottom right-hand corner of the element until an arrow displays. Click and drag the arrow to expand or contract.
      Note: You can resize all dashboard elements except actions, processes, page selectors, and list subsets.
  5. If the dashboard toolbar is hidden, show the toolbar:
  6. In the dashboard toolbar, either:
    • Select Save to publish and remain in Dashboard Designer.
    • Select Save & Exit to publish and view the published dashboard.