Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Note that the announcement predefined widget on the home page cannot be deleted (Shown in the picture below)
Image RemovedImage Added



What it is:What it does:

Widget Manager/
Settings
Delete, share and update chart and filter widgets

Refresh

-Refreshes all widgets on the page
-Page needs to be refreshes when a new widget is created in order for the change to display 

...

  1. Share/Disable Sharing of a widget with administrators with the same admin “Role” 
    Widgets may only be shared to other administrators who belongs to the same Admin Role. 

    An example of how role sharing works:
    Scenario: A system is set up with three different administrator roles
    Roles -Full Administrator
    -Project Manager
    -HR
    A "Project Manager" administrator creates and shares a widget. This widget will only be available to other Project Manager admins. The "Full Administrator" and "HR" admin will not see the shared widget for this case.

    Image RemovedImage Added
  2. Permanently Delete a chart or filter widget


What can be updated for Chart Widgets in the Widget Manager:

  1. Under Widget Position: Name and attributes can be changed/updated 
    *Column Index in the Widget Manager references where on the Home page the widget is located (column 1 v column 2) it is informational only
    Image Removed 
    Also, the Language can be changed by clicking the "..." button next to the Name
    Image Removed
    Under Widget Setup: Update chart Name, Chart type and Calculate method (only if a calculation method other than “Count” was selected on initial setup)
    Image Removed Widget Form
    Image Added
  2. Widget Inner Items

    1. Group by Category: Chart grouping
    2. Group By Display Name: Grouping name that displays on chart
    3. Method: Chart calculation. Count, Sum, Average, Min and Max
    4. By: Column used in calculation method
    5. Decimal Places: Decimal places that will display on actual chart



Image Added


What can be updated for Filter Widgets in the Widget Manager:

  1. Under Widget Position: Name and attributes can be changed/updated
    *Column Index in the Widget Manager references where on the Home page the widget is located (column 1 v column 2) it is informational only
    Image Removed
    Also, the Language can be changed by clicking the "..." button next to the Name
    Image Removed
    Under Filter List: Update filter Name, Delete a filter and change Decimal Precision
    Image RemovedWidget Form
    Image Added
  2. Widget Inner Items

    1. Group by Category: Chart grouping
    2. Group By Display Name: Grouping name that displays on chart
    3. Method: Chart calculation. Count, Sum, Average, Min and Max
    4. By: Column used in calculation method
    5. Decimal Places: Decimal places that will display on actual chart

Image Added