Journey Manager Home Dashboard

   MaestroPreviously known as Transact Maestro. Journey Manager (JM) Previously known as Transact Manager (TM). |    Form Builder System Manager / DevOps |  v5.1 & Higher This feature is related to v5.1 and higher.

Journey Manager provides you with a home dashboard to quickly access recent forms, services, and transactions you have been working with. It also visualizes the number of completed transactions and the transaction trend.

To navigate to the Manager home dashboard, click Home.

The dashboard consists of the following sections:

• Recent Forms
• Recent Services
• Latest Transactions
• Completed Transactions By Form
• Transaction Trend

Recent Forms

This section lists five recently viewed and modified forms ordered by last modified date and time.

You can perform the following actions from this section of the 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

This section lists five recently viewed and modified services ordered by last modified date and time.

You can perform the following actions from this section of the 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

This section lists five latest transactions of users' submissions.

You can perform the following actions from this section of the 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.

Completed Transactions By Form

This pie chart visualizes the number and the percentage distribution of completed transactions by each form for the last 30 days.

Click a sector of the pie chart to see which form it represents and some form statistics:

• A form name.
• A number of transactions for this form.
• A percentage of this form transactions as compared to the total number of transactions for the last 30 days.
• Click View Form to open a form dashboard. to check the form configuration

Click up and down arrows to scroll the list of the forms visualized on this pie chart.

Transaction Trend

This graph visualizes the transaction trend - the total number of completed transactions per day - for the last 30 days.

You can perform the following actions from this section of the dashboard:

• Click on each node to see the number of completed transactions for that day.
• Click Transaction Trend to analyze transaction trend.
• Check the total number of completed transactions excluding collaboration job and task transactions.
• Check the trend, for example 30% less transactions as compared to the previous period.

Next, learn about the form dashboard.