Add a Dashboard to your Workflow app

Adding an Insights Dashboard to your Workflow app consists of two main steps:

1. Add a new tab to your Workflow app.
2. Create an Insights dashboard or assign an existing dashboard to your Workflow app.

To add an Insights dashboard to your Workflow app:

1

Select a project that contains an existing Workflow app.

2

In the App tab, navigate to the Interface section of the page and click + (plus) to add one or more additional tabs to your app.

Add tabs

3

Name your tab and configure which users can view this tab in the Workflow apps portal by filling out the Tab name and Display column to fields.

Reference our tabs documentation to learn more.

4

Click Create page to add a new Insights dashboard to your new tab.

Alternatively, click assign existing pages to assign an existing dashboard to your tab.

5

Select Dashboard from the list of page templates.

Select the dashboard template

6

Drag and drop chart components to your page in the page editor.

Add chart components

7

Select a data source from the list of supported sources.

After you select your data source, Workato displays your data as a table by default.

8

Perform queries on your data. Workato previews the results table for the query you make.

Results table

9

Determine the type of chart you plan to build. Workato previews the auto-generated chart for the data source you select.

10

Configure Chart settings to customize your chart. Chart settings are dynamic and depend on the chart type you select.

Chart settings

11

Save your chart to your dashboard.

12

After you finish editing your page, click Save and Exit to navigate back to the app settings page.

13

After you have assigned an insights dashboard to your app it appears in the Workflow apps portal as a separate tab.

Insights dashboards appear as a separate tab in the Workflow apps portal