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Quick tour for authors

This topic describes some of the user interface elements you'll encounter in Operations Dashboard for ArcGIS. The user interface is different depending on whether you open the operation view as an author (requires an administrator or publisher role in your organization) or as a user (user role in your organization). This topic focuses on the author's interface.

Sign in

Sign in to the app to access your operation views, maps, and data.

  1. Start the Operations Dashboard app.
    Sign-in dialog box

    If you are using Operations Dashboard deployed to your own portal, you won't see this screen.

  2. If you are connecting to your Portal for ArcGIS, type the URL for your organization in the URL text box. For example,
    Portal URL

    If your company uses a custom OAuth provider for your organization, you will also need to specify the URL. For example, However, this is not common.

  3. Click Continue.
  4. Sign in using your ArcGIS organizational account.
    Sign-in dialog box with Username and Password populated

    The sign in requirements for your organization can differ from those shown in the screen capture. Provide the requested information (if any) to sign in.

User interface for authors of operation views

This is the settings page for creating, opening, saving, and closing operation views. It appears when you create a new operation view or click the File menu when the operation view is open.

File menu tabs

These are the menus at the top of the app.

Author menus

Use Tools > Edit Operation View to enter a mode in which you can add or modify widgets.

Tools > Edit Operation View

When editing a multidisplay operation view, use Widgets > Add Widget to insert a widget into the operation view. The Widgets menu is displayed only when you are editing the operation view.

Widgets > Add Widget

When editing a single-display operation view, use Widgets > Add Panel to insert a panel with a predefined layout that can contain one or more widgets. The panel has an Add Widget button that allows you to choose the type of widget. The Widgets menu is displayed only when you are editing the operation view.

Widgets > Add Panel

Use the Add Widget dialog box to choose the type of widget to insert. Some widget types require other widgets or data sources to be present in the operation view before you can add them.

Add Widget dialog box

This is the configuration dialog box for a map widget, which is commonly included in operation views.

Configure Map dialog box

When editing the operation view, use the Settings button to modify a widget's configuration. You can also remove a widget with this menu.

List widget Settings menu

Item browser

When you open the operation view, add a map widget, or install an add-in, you use the item browser. The items displaying within the browser are filtered to be relevant to the task you're performing. For example, if you're opening an operation view, only operation views are listed.

The Search box in the item browser allows you to enter a query to find items by their name, owner, identification, or other parameters. The search follows the syntax used in ArcGIS organizations and takes the form of type:search term. For example, a search for owner:esri returns all content published by the esri account. Field values are case sensitive when performing a search.

Sign out

You can sign out of the app to end your session, or to allow another user to sign in.

  1. If you are viewing an operation view, click File and choose the Info tab to view information about the active operation view.

    You will see account information in the upper-right corner, including your display name.

  2. Click Sign out or Switch portal (which ever appears under your display name).

    The appearance of Sign out or Switch portal is determined by the security used by your organization.

    If neither option appears, Operations Dashboard was installed to your portal and is using your Windows credentials to sign you in. To use different credentials in Operations Dashboard, sign out of Windows and sign in with another Windows account, then run the app.