Custom Uncountable Homepages

A custom homepage is a dashboard notebook that serves as a tailored landing page for your team. Use it to highlight key workflows, centralize important links, and display relevant information as soon as users arrive in the platform.

Custom homepages are used when setting up a landing page in Uncountable.

What you can add to a homepage

Homepage dashboards are entirely customizable. Common elements include:

• Text blocks, including dynamic welcome messaging that updates based on the logged-in user
• Quick Search, so users can quickly find items like lab requests, notebooks, or other entities
• Buttons that link to key pages or workflows (Projects, Lab Requests, Notebooks, and more)
• Listings that display important records, including views filtered to the current user (e.g., “My Projects,” “My Requests”)

Step 1 — Create a dashboard notebook

• In the navigation bar, select Files.
• On the Files page, create a new Notebook (+ > Notebook).

• In the modal, name the notebook and check the box to make it a Dashboard type.
• Click Add Notebook.

Step 2 — Add and configure homepage elements

Once created, you’ll be directed to a blank dashboard canvas. Add elements by clicking Add Item or any of the + icons on the page and selecting from the list of available cell types.

Once added, cells can be moved by clicking and dragging the drag handles in the top right corner and resized by clicking and dragging the arrow in the lower right corner.

Add text

To add a text block:

• Add a new cell block.
• Select Text.
• Type the desired text into the cell.
• To add text formatting, click the ⚙️ icon above the text cell and select a heading or background color.

Add dynamic text

To create dynamic text, you can also include value spec in your text cell.

For example, to create a welcome message that pulls the current user’s name, you could input “Welcome back, ${(array_index (string_split (with_entity “user” ref:userContext.user.id ref:fields.name) ” “) json:0)}!

Add Quick Search

To include a Quick Search cell which lets users find key items directly from the homepage:

• Add a new cell block.
• Select Quick Search.

Add buttons

Add buttons to the homepage to create navigation shortcuts to the most important pages within the material family.

• Add a new cell block.
• Select Button.

• In the modal:
  • Give the button a clear name (e.g. “Projects,” “Requests,” or “Notebooks”) and description.
  • Add an icon and background color.
  • Use the Link Type field to select a button destination (Entity, Page, Listing, Custom, or Custom Page).
  • Select or input the specific entity, listing, page, or URL you want the button to open.
  • Click Save.

Add listings

Add listings to surface relevant records directly on the homepage.

• Add a new cell block.
• Select Structured List.

• In the modal, select a Listing Entity and Listing Type.
• To prevent users from creating new entities on the homepage listing view, check the Hide Create Button setting.

Once added, you can also:

• Enable a Simplified View (List > Tools > View Mode > Simplified View). Learn more.
• Add/remove columns (List > Set Columns). Learn more.
• Add filters and sorting.

Once set, click Save Configuration.

Add dynamic listings

To create a dynamic listing, add a filter using value spec.

For example, to filter an Experiments listing to display only experiments created by the current user:

• Add an Experiment + Experiment Creator filter.
• Click the T icon and select Use dynamic filter.

• Click the ✏️ icon to open the value spec editor.

• In the editor, input ref:userContext.user.id.
• Click Save.

• Once set, click Save Configuration.

Step 3 — Set the dashboard as the landing page for a material family

Once your custom homepage has been created, you can then set it as the landing page. To learn how to do this, refer to Uncountable Landing Pages.