Boss’nX dashboard favorites: add or remove a component

The Favorites block on the Dashboard of a Boss’nX supervision gives quick access to selected components. A component appears there when the Favorite checkbox is checked in its form; its card then opens its detail in one click.

For the users, administrators and installers of a supervision, opened directly or from a hypervision: each one sees the components and datapoints authorized for their account. For favorites that bring together several supervisions, follow the hypervision’s aggregated favorites.

Before you start

• Changing the Favorite choice requires the component management right. The right to edit the dashboard layout is separate.
• To add or remove a favorite, use a screen where the component form is readable.

Open a favorite component

1. Choose the expected supervision, then Dashboard. See the navigation.
2. Wait for loading to finish and find Favorites. The title of this block can be customized. Scroll its content if needed.
3. Read the component name and the preview of its datapoints. A card shows at most two visible datapoints, not necessarily all of the component’s datapoints.
4. Click the component name to open its detail, then check its name in the title. The square icon with a diagonal arrow, at the top right of the card, also bears the label View details.
5. Browse the datapoints in the component page. To go back, click the Back to Favorites arrow at the top left. On a narrow screen, the text may be hidden and only the arrow remains visible.

To use a command, follow reading and controlling a component. Access to favorites does not give additional rights over commands.

Add a component to favorites

1. Choose Components in the page bar, or open Menu → Components.
2. In Component Management, find the component, then open its detail from its card. If needed, use component search and filters.
3. Check the component name. To the right of its title, click the edit icon whose tooltip is Edit component.
4. In Edit component, check Favorite, in the general information, next to the Gateway choice.
5. Without touching the other settings, click the green Save button, fixed at the bottom right.
6. Wait for the result and the return to the component detail.

Checking Favorite prepares the change; only Save validates the component form. If form errors appear, read the relevant indications and have the settings checked by the administrator or installer before changing them. Do not change addresses or datapoints just to get a favorite card.

Remove a favorite or undo a change

1. Open the component detail from Favorites.
2. Click Edit component and uncheck Favorite.
3. Click Save.

Only the favorite choice is removed: the component remains available in the supervision according to your rights.

Before Save, the Back button, at the top left of the form, lets you leave the preparation. To undo a choice already saved, reopen the same component, set Favorite to the desired state and save again.

Check the result

Open Dashboard after saving. After an addition, the component’s card appears in Favorites; after a removal, it no longer appears there. To read the component’s other datapoints, open its detail from the name on the card.

Troubleshooting

• No favorite components.: wait for loading to finish, check the supervision, then search for the component in Components. An authorized account can check its Favorite checkbox. Visibility restrictions still apply.
• The Favorites block is missing: have the Favorites checkbox in Visible widgets checked, following dashboard organization, as well as the widgets authorized for the role.
• Edit component is missing: have the component management right checked.
• A datapoint is missing in the small card: open the detail from the name. If it is also missing in the detail, follow component troubleshooting.
• After Save, the expected card is missing: check the same component, its Favorite choice and the dashboard’s supervision once. If the state remains uncertain or if these checks have already been made, contact support.

For other questions, see the frequently asked questions about favorites and alarms.

Contact support

Write to support@can-nx.com with the component, the supervision, the expected choice, the result after saving and the attempts already made. Do not send any password or access key.

French labels: Tableau de bord, Favoris, Aucun composant en favori., Voir les détails, Retour vers Favoris, Composants, Menu, Gestion des Composants, Modifier le composant, Passerelle, Favori, Enregistrer, Enregistrement…, Retour. Component and datapoint names remain those configured for the site.