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Filter rules define which dashboard is displayed for which user by redirecting users and/or group |
Overview
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Overview
Confluence is the hub for all the information in your teams, the single source of truth that your colleagues rely on. It’s the perfect location to create dynamic dashboards with live information from Jira projects, incidents from Opsgenie or custom charts with insights from Jira Service Management service desks.
And this power comes with the great responsibility of providing Confluence users the right dashboard when they access to it. Dashboard Hub for Confluence provides the ability to define rules to filter which dashboard is shown to either all users or a specific set of users and/or groups. This rules allows you to replace Thus, users are redirected to a dashboard or wiki page. These rules allow you to:
Replace the Confluence native dashboard with a custom one defined on a wiki page or by one of the dashboards created in Dashboard Hub.
The plugin allows you to replace the default global dashboard with your custom one in Confluence. It even enables you to have team dashboards or personal dashboards. The plugin also includes macros for displaying the popular pages, a beautiful weather widget or the daily Dilbert strip on your custom dashboard.
The plugin lets you replace the default global dashboard with a custom one defined on a simple wiki page, with no coding required. Plus you don’t have to rely on a Confluence admin for designs or updates.
Its built-in filter system lets you define and stack multiple rules to help both limit access and customize dashboards for individual people and teams.
Because the Custom Dashboard plugin uses a regular wiki page, you have complete control of the layout and format. That means you have the ability to combine other available page elements, including built-in Confluence widgets and macros from the Atlassian marketplace to build unlimited dashboards. The plugin even includes additional macros for displaying popular pages or the daily Dilbert strip.
Custom Dashboards Features…
Replace the default global dashboard with a custom one defined on a simple wiki page
Create unique dashboards for each team
Limit access to the global dashboard by defining filter rules for selected users and groups
Personal dashboards allow users to create personal dashboards
Dilbert is built right in. Display the daily Dilbert strip on your custom dashboard
Replaces the native dashboard Replace the default global dashboard with a custom one defined on a simple wiki page
Full access control Limit access to the global dashboard by defining filter rules for selected users and groups
Unique and customizable Create different dashboards for different teams
Personal instances Allow users to create personal dashboards
Most importantly, Dilbert Display the daily Dilbert strip on your custom dashboard
Configuration
Admin section
Title: Dashboard Filter Rules
Description: Filter rules define which dashboard is displayed for which user and/or group.
Display unique dashboards for each team by defining filter rules for selected users and groups
And still have all the features of Dashboard Hub: +70 gadgets, custom charts, 10 integrations, dashboard restrictions, slideshow, external share…
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Create a dashboard
You can:
Use a regular wiki page to create your dashboard, using macros to insert gadgets and metrics (with the Confluence Macro: dashboard, for example). With this option, you can use Confluence native mechanisms to create a specific layout and leverage the existing Confluence macros.
Create a dashboard with the main functionality of Dashboard Hub (refer to Getting Started with Dashboard Hub for further information).
Admin configuration
Only Confluence admins can create filter rules. Go to the Dashboard Hub configuration, in the global admin section: Go to Browse > Confluence Admin > Dashboard Hub > Dashboard Filter Rules to configure your filter rules. Filter rules define which dashboard needs to be displayed for which user. Each filter rule is specified by the following information:
Filter
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priority
The priority of the filter rule. The priority is used to determine the order the filter rules should be processed. The priority is only important if you define more than one filter rule. A lower value means a higher priority i.e., the rule with priority 1 has a higher priority than the rule with priority 2.
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When you click + Add Rule you’ll access the rule creation dialog
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Show content from
Which content to show as your dashboard. Choose one of the following options:
Global Dashboard | Select a dashboard to be the default global dashboard of Confluence. |
Site Homepage | Either the global site homepage configured in the general configuration of Confluence or the personal site homepage, if the user has configured one in his user settings. Note: The user's personal settings will override the global setting. Use this option to allow personal dashboards. |
Wiki Page | Any wiki page within your Confluence. Use this option to display a specific wiki page as dashboard instead of the default dashboard. |
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Remember, the Homepage allows you to configure the site home page to which users will be directed when they log in! |
Show content as
Only available for Server and Data Center users, due to Confluence Cloud API limitations
Enable Show content always as dashboard to render wiki pages as dashboards as well, without edit button, comments, etc.
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Thus, if you enable this option, when you display a wiki page as a dashboard, you won’t see the interaction buttons (e.g., edit, star, watch, restrictions, share…) nor comments, removing all unnecessary elements for seeing a clean dashboard.
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Show content to
You can restrict filter rules to either all users or a specific set of users and/or groups. Choose All Users if you want the rule to apply to all users, or choose to Restrict to and define the users and/or groups for to which the rule should be applied to. Check Anonymous users if the restriction should also affect anonymous users..
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Note: A filter rule will be applied as long as the user meets at least one of the restrictions. If no filter rule matches or no filter rules are defined, the default dashboard of Confluence will be displayed.
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Differences of the Data Center vs Cloud edition
In Cloud, the Wiki Homepage has to be configured manually by the admin, since it cannot be automatically retrieved
“Show Content As” is only available for Server and Data Center users, due to Confluence Cloud API limitations
In Cloud, the redirection is not as smooth as it is in Server and Data Center, due to Confluence Cloud API limitations
See also
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