To create Progress Dashboard, go to Dashboards page, click menu and switch to Progress Dashboards view:

On this page user can create and manage the custom Progress Dashboards:

• "Refresh" button reloads data in progress dashboard list
• "New" ("+") button opens Progress Dashboard creation wizard
• Menu helps to switch to other dashboards

Click "New" button to start Progress Dashboard creation wizard. Give dashboard a name (field "Title", this is mandatory) and description (optional). Then click "Next" button to go further:

On the next stage first select necessary process (mandatory field) and version (this field will have content only after Process is selected, and will have primary version selected by default).

Also, select Records Per Page (how many entries will be shown in one page), and default ordering (field and type):

• Records per Page - indicates how many entries will be shown for each page of dashboard
• Default Order By - sets field which records of parent object will be sorted by
• Default Order Type - sets if entries will be sorted in ascending or descending order

Then select columns mode. This will determine most of dashboard properties.

Columns modes are:

• Standard
• Mixed

Standard columns mode.

In this mode columns represent primary (parent) object fields only. User can select which field should be shown in each column.

In the standard mode child fields (from the subprocess) will not be shown, if it's data source is another than parent process data source.

Mixed columns mode.

In the mixed mode columns represent parent object fields and child object fields: fields from both the primary data source and child objects are to be displayed within headers appearing on hover since headers are hidden by default. User can select which fields should be shown in each column.

One column is suggested by default. Click "+" button to add more columns. Each column has a field picklist for each data source object:

After field has been selected, it can get a custom label that will be shown in column header instead of field name. After field has been selected an "Edit" button (a pencil icon) will appear next to picklist:

Click on it to show a proper popup. Type new custom label and click "Apply":

The field in the picklist will be shown with both custom label and field name (in brackets). Pencil will became orange that indicates field has been labeled:

Now the proper column will get a custom header when shown on dashboard.

If there are more than one column added, columns can be re-arranged. To re-arrange them, do the following:

• click on the necessary column (not into "Field" picklist). Column will be highlighted and arrows will appear above.
• click on arrows to shift column left or right.

In the mixed mode user should configure columns for the all data sources:

In the mixed mode column headers are dynamic and hidden by default.  When user hovers mouse on some record, headers for proper data source fields will be displayed:

 At the next step of wizard select additional fields to be shown on record details and step details fields. These settings are available for all source objects used in parent process and subprocesses - select proper in the "Source Objects" picklist to configure:

Fields selected for record details will be shown in tooltip when user hover mouse on record name. Step details fields will be shown in tooltip when user hover mouse on step:

The next step allows to set Steps Priority to be shown. There are 4 available types of Priority and 5 possible statuses of steps, so, 20 combinations of indicated values and step colors are available. Check necessary with proper checkboxes. Click "select all" button to select or deselect all Priority/Status combinations. An example how steps will look like will be shown at the right side:

Selected priorities will be shown for steps having selected statuses in the dashboard as colored indicators:

At the last step of wizard list of filters criteria available for this new dashboard will be shown. These criteria include all basic step and process properties (Name, Responsibility, Assignee, Status, Start Date, etc.). Object fields are available to select in the proper tab.

Here you can pre-define default state of these filter criterias (turn them on with checkboxes and set/select operators and default values):

To pre-define data source (object) filed filters go to the proper tab and click "edit" button:

A "Fields to Filter" form will be displayed. Add necessary fields and click "Apply":

Fields added will be shown in the "Object Filters" tab and can be turned on and pre-defined as Process Filters:

Configuring is finished.

Now, user can click "Save" button to save new dashboard and return to Progress Dashboards page or click "Save & Open" button to open newly created Progress Dashboard.