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: | |
---|---|---|
Add | -Select widgets the current user has created to add to the home page | |
Layout | Changes the display/layout of the widgets on the home page | |
Widget Manager/ Settings | Add, 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
- Add a blank widget container ( filter can later be added )
*If you add a widget from Widget Manager, it creates an empty frame, you must go into a module and select the query and then add to the frame in order for data to display in that widget
To Add a blank filter widget:
1. Choose the filter widget type.
2. Name the new widget.
3. Select Next and then Finish.
4. The widget is now added in the Widget Manager and filters can be added to it when you make a filter widget. - 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:
- 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 Widget Setup: Update chart Name, Chart type and Calculate method (only if a calculation method other than “Count” was selected on initial setup)
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