Journey Manager Home Dashboard
Journey Manager (JM) The transaction engine for the platform. | System Manager / DevOps | 22.10This feature was updated in 22.10.
Journey Manager comes with the Home Dashboard where you can quickly access your recent forms, services, and transactions. After you logged into Manager, the Home Dashboard is the first landing page that is shown to you.
The Manager Home Dashboard is often referred to as the Manager console.
To navigate to the Manager Home Dashboard, click Home.
The Dashboard consists of the following sections:
The Completed Transactions By Form pie chart and the Transaction Trend graph have been removed from the Home Dashboard | 22.10 This feature was removed in 22.10
You can find this information in Analyze Form Submissions and Analyze Transaction Trend correspondingly.
You must have the certain permissions set by an Administrator to see these sections. For more information, see Administrator's documentation.
Screen Header
The screen header displays some useful information, including:
- Product name - Journey Manager
- Environment name - My environment
Note You can change the environment name in the Admin Environment Name property of the Transact Manager module.
- Name of a logged in user - user@company.com
- Current time of the server instance
The Screen Header provides you with the logout option.
Menu Bar
The Menu Bar provides you with a quick access to all functionality of the product. For more information on each menu option, see a corresponding topic in the Table of Content.
Recent Forms Card
This section lists five recently viewed or modified forms. The forms are ordered by last modified date and time.
You can perform the following actions from this section of the Home Dashboard:
- Click a form name to see its configuration in a form dashboard
- Click Org to view this organization configuration
- Click From Test Render
to render this form in the default form space - Click Form Spaces to view form spaces
- Click Organizations to view organizations
- Click Import Application to import an application package
- Click Import Form to import a form
Recent Services Card
This section lists five recently viewed and modified services. The services are ordered by last modified date and time.
You can perform the following actions from this section of the Home Dashboard:
- Click a service name to see its service definition configuration
- Click Org to view this organization configuration
- Click Service Type to view services of this selected type
- Click Form Services to view form services
- Click Job Services to view job services
- Click Service Log to view Groovy service log
- Click Groovy Console to open the Groovy console
- Click Import Service to import a service
Latest Transactions Card
This section lists five latest transactions of users' submissions.
You must have the Submission View permission to see this section.
You can perform the following actions from this section of the Home Dashboard:
- Click ID or Form Code to see the transaction details
- Click Transaction Status to view a transaction status
- Click View PDF Receipt to view and download a PDF receipt of a submitted form
- Click Transaction Support Search to view and search transactions
- Click Delivery Transactions to view transaction delivery
- Click Collaboration Jobs to view collaboration jobs
- Click Form Transactions to view form transactions
Next, learn about the form dashboard.