In the Widget Manager, you can add, delete, share and update chart and filter widgets. To access the Widget Manager, first you need to be in Admin. The Widget Manager icon
is located on the top right side of the screen underneath 'Dashboard' (Shown in the picture below)Note that the announcement predefined widget on the home page cannot be deleted (Shown in the picture below)
What it is: | What it does: |
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-Select widgets the current user has created to add to the home page
-Select widgets shared by other users with the same admin role to
add to the home page
-When the widget is removed from the home page, it is not deleted permanently, it can be added again from here
Widget Manager/ Settings |
Delete, |
share and update chart and filter widgets |
Refresh | -Refreshes all widgets on the page |
**The only modification that can be done in Widget Manager is the name and the chart type, all other changes must be made by either deleting and creating new (charts) or modifying the filter query (filter)
What can be done in the Widget Manager:
Note that you can only change or update the widgets that you created
...
- 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. - Permanently Delete a chart or filter widget
What can be updated for Chart Widgets in the Widget Manager:
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Under Widget Setup: Update chart Name, Chart type and Calculate method (only if a calculation method other than “Count” was selected on initial setup)
- Widget Form
- Sequence Id: Display location
- Name: Widget Name
- Display Type: Widget as List or Chart
- Chart Type: Bar, Pie or Line
Widget Inner Items
- Group by Category: Chart grouping
- Group By Display Name: Grouping name that displays on chart
- Method: Chart calculation. Count, Sum, Average, Min and Max
- By: Column used in calculation method
- Decimal Places: Decimal places that will display on actual chart
What can be updated for Filter Widgets in the Widget Manager:
- 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
Also, the Language can be changed by clicking the "..." button next to the Name
Under Filter List: Update filter Name, Delete a filter and change Decimal Precision
Form- Group by Category: Chart grouping
- Group By Display Name: Grouping name that displays on chart
- Method: Chart calculation. Count, Sum, Average, Min and Max
- By: Column used in calculation method
Widget Inner Items
- Group by Category: Chart grouping
- Group By Display Name: Grouping name that displays on chart
- Method: Chart calculation. Count, Sum, Average, Min and Max
- By: Column used in calculation method
- Decimal Places: Decimal places that will display on actual chart