Creating a Custom Dashboard
A guide that shows you how you can create a custom dashboard in Umbraco CMS.
Last updated
A guide that shows you how you can create a custom dashboard in Umbraco CMS.
Last updated
A Dashboard is a tab on the right-hand side of a section eg. the Getting Started dashboard in the Content section:
It is generally considered good practice to provide a custom dashboard to welcome your editors to the backoffice of your site. You can provide information about the site and/or provide a helpful gateway to common functionality the editors will use. This guide will show the basics of creating a custom 'Welcome Message' dashboard. The guide will also show how you can go a little further to provide interaction using AngularJS.
The finished dashboard will give the editors an overview of which pages and media files they've worked on most recently.
This tutorial uses AngularJS with Umbraco, so it does not cover AngularJS itself, there are tons of resources on that already here:
There are a lot of parallels with Creating a Property Editor. The tutorial Creating a Property Editor Tutorial is worth a read too.
At the end of this guide, we should have a friendly welcoming dashboard displaying a list of the editor's recent site updates.
Create a new folder inside our site's /App_Plugins folder. call it CustomWelcomeDashboard
Create an HTML file inside this folder called WelcomeDashboard.html. The HTML file will contain a fragment of an HTML document and does not need <html><head><body> entities.
Add the following HTML to the WelcomeDashboard.html:
Similar to a property editor you will now register the dashboard in a package.manifest file.
4. Add a new file inside the ~/App_Plugins/CustomWelcomeDashboard folder called package.manifest:
The above configuration is effectively saying:
Add a tab called 'WelcomeDashboard' to the 'Content' section of the Umbraco site, use the WelcomeDashboard.html as the content (view) of the dashboard and don't allow 'translators', but do allow 'admins' to see it.
The order in which the tab will appear in the Umbraco Backoffice depends on its weight. To make our Custom Welcome message the first Tab the editors see, make sure the weight is less than the default dashboards. Read more about the default weights.
You can specify multiple controls to appear on a particular tab and multiple tabs in a particular section.
After registering your dashboard, it will appear in the backoffice - however, it will have its dashboard alias [WelcomeDashboard] wrapped in square brackets. This is because it is missing a language key. The language key allows people to provide a translation of the dashboard name in multilingual environments. To remove the square brackets - add a language key:
Create a Lang folder in your custom dashboard folder
Create a package-specific language file: ~/App_Plugins/CustomWelcomeDashboard/Lang/en-US.xml
The App_Plugins version of the Lang directory is case-sensitive on Linux systems, so make sure that it starts with a capital L.
Read more about language files
This is how our dashboard looks so far:
We can apply the same workflow to elements inside the dashboard, not only the name/alias.
3. Extend the translation file xml with the following code:
We are adding another area tag with a few keys. we then need to add some HTML to the WelcomeDashboard.
Adjust the dashboard HTML with the following code:
The localize tag will be replaced with the translated keywords. We have some default text inside the tags above, which can be removed. It would usually not be visible after the translation is applied.
As for the localize tag syntax in HTML, the area alias is combined with the key alias - so if you want to translate:
The XML for that specific key will look like this:
The area and key aliases are combined and an underscore is added in between.
If you don't see the brackets disappearing - you may need to restart the website.
With the above steps completed, our dashboard is all set up to be translated across different backoffice languages.
To test it out, you can add another language XML file, like da.xml for the Danish language.
The backoffice language can be changed in the Users section if you wish to test out the translations.
Dashboards can be styled with CSS, however, there are a couple more steps to do to be able to apply a custom stylesheet.
Inside the package.manifest we add a bit of JSON to describe the dashboard's required JavaScript and stylesheet resources:
Add the following JSON to the package.manifest file:
Create a stylesheet in our CustomWelcomeDashboard folder called customwelcomedashboard.css, and add some style:
The stylesheet will be loaded and applied to our dashboard. Add images and HTML markup as required.
One caveat is that the package.manifest file is loaded into memory when Umbraco starts up. If you are adding a new stylesheet or JavaScript file you will need to start and stop your application for it to be loaded.
For version 9 and above
If the title doesn't change color, Smidge may be caching the CSS and JavaScript. To clear the cache and get it to load in the new JavaScript and CSS, you can configure the Runtime minification settings in the appsettings.json file. When you reload the page, you'll see the colorful title.
For information on creating bundles of your site's CSS or JavaScript files in your code, see the Bundling & Minification for JavaScript and CSS section.
Smidge with RunTimeMinification setting is scheduled for removal on Umbraco 14. You can install the package separately if needed.
Hopefully, now you can see the potential of what you can provide to an editor as a basic welcome dashboard.
We can add functionality to the dashboard by associating an AngularJS controller with the HTML view.
Add a new file to the CustomWelcomeDashboard folder called customwelcomedashboard.controller.js where our controller code will live.
Register the AngularJS controller to the Umbraco Angular module:
Update the outer div to wire up the controller to the view In the HTML view:
The use of vm (short for view model) is to enable communication between the view and the controller.
Update the package.manifest file to load the additional controller JavaScript file when the dashboard is displayed:
Once done, we should receive the 'Hello world' alert every time the dashboard is reloaded in the content section.
Umbraco has a fine selection of angular directives, resources, and services that you can use in your custom property editors and dashboards.
The details are in the Backoffice UI. For this example, it would be nice to welcome the editor by name. To achieve this we can use the userService to customize our dashboard welcome message and increase friendliness.
Inject the userService into our AngularJS controller:
Use the userService's promise based getCurrentUser() method to get the details of the currently logged-in user:
Notice you can use console.log() to write out to the browser console window what is being returned by the promise. This helps to debug, but also understand what properties are available to use.
Update the view to incorporate the current user's name in our Welcome Message:
An editor may find it useful to see a list of articles they have been editing along with a link to load and continue editing. This could be instead of having to remember and find the item again in the Umbraco Content Tree.
We can make use of Umbraco's Angular resource for retrieving audit log information.
We add logResource to the method and use the getPagedUserLog method to return a list of activities the current user has performed recently.
Inject the logResource into our controller:
Add a property on our ViewModel to store the log information:
Add to our WelcomeDashboard.html View some markup using angular's ng-repeat to display a list of these log entries:
Populate the array of entries using the logResource In our controller.
The getPagedUserLog method expects to receive a JSON object containing information to filter the log by:
These options should retrieve the last ten activities for the current user in descending order since the start of 2018.
Pass the options into the getPagedUserLog like so:
Take a look at the output of console.log of the response in your browser to see the kind of information retrieved from the log:
It's nearly all we need but missing information about the item that was saved and published.
We can use the entityResource, another Umbraco Angular resource to enable us to retrieve more information about an entity given its id.
Inject the following code into our angular controller:
We need to loop through the log items from the logResource. Since this includes everything, we need to filter out activities we're not interested in eg, Macro Saves, or DocType Saves. Generally, we need the entry in the log to have a nodeId, a logType of 'save' and an entity type of Media or Content.
The entityResource has a getById method that accepts the ID of the item and the entity type to retrieve useful information about the entity. For example, its Name and Icon.
The getById method is supported on the following entity types:
Document (content)
Media
Member Type
Member Group
Media Type
Document Type
Member
Data Types
This needs to be defined before we loop through the entries.
Putting this together it will look like this:
Update the view to use the additional retrieved entity information:
We now have a list of recently saved content and media on our Custom Dashboard:
The URL /umbraco/#/content/content/edit/1234 is the path to open up a particular entity (with id 1234) ready for editing.
The logResource has a few bugs prior to version 8.1.4. If you are on a lower version this may not give the expected result.
A key user journeys an editor will make in the backoffice is to create content. If it is a person's job to create new blog entries, why not create a handy shortcut to help them achieve this common task?
We can add a shortcut to allow the users to add a blog post.
To do this we add the following code to our view:
1065 is the ID of our blog section and blogPost is the alias of the type of document we want to create.
At this point we are done with the tutorial, your files should contain this:
You can create custom Angular services/resources to interact with your own serverside data using theUmbracoAuthorizedJsonController.
Have a look at the property editor tutorial step which explains how this can be done.
With all of the steps completed, you should have a functional dashboard that will let the logged-in user see the changes they made! Hopefully, this tutorial has given you some ideas on what is possible to do when creating a dashboard.
You can also go further and extend the dashboard with UI elements from the Umbraco UI Library.
Remember to check out the Angular API docs for more info on all of the resources and services you can find for the backoffice.
