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We've been working diligently on the self-service zones dashboard experience, and it's finally here! The zone dashboard allows Apex users to have a real-time bird's-eye view of their project.
Users with Full Access and Project Admin roles now have the ability to manage site views and zone mapping on their zones dashboard. Here's what the setup experience allows them to do:
- They can create new views, and add existing zones to them. Here's a step-by-step guide on how to create a new view and add zones to it.
- They can edit existing views, and add existing zones to them, remove zones from them, and change the views' names. Here's a step-by-step guide on how to edit an existing view.
- They can delete existing views. Here's a step-by-step guide on how to delete a view.
We have a set of rules and validations that allow us to provide clients the most accurate real-time information on their zones dashboard. Dashboard views can't include both parent zones and their children – and vice versa – because headcounts would be double counted if the view included both a parent zone and its children.
Let's take a look at one example:
If a parent zone is added to a view, all child zones of the selected parent zone are disabled and can’t be added to the view that is being configured. In the image below, Building 1, Building 2, and Building 3 were added to a view (the fact that they are bolded symbolizes that they were added to the view). All the other zones are grayed out to symbolize that the system won't allow you to add them to the same view because they belong to trees under zones that have already been added to the view.
If the desire is to show the child zones for only Building 1, a view can be created titled "Building 1" and its respective child zones can be added to the view.
Also, we created a set of support materials in Zendesk around this feature:
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