Widgets

Widgets enable you to quickly access and update information, including projects, tasks, web sites, custom objects, calendar appointments, and activities.

About Widgets

Widgets are small windows available on a Home Page that let you view information based on:

• Views
• Reports
• Widget Tools
• Pages (JavaServer Pages)
• Relay Feeds (if Relay is enabled)

Widget Types

• View

  • View-based widgets display data rows from the View you select
  • Choose the number of rows to display: 5, 10, 20, 50 or 100

• Report

  • Report-based widgets display Charts, Table Data or both from the Reports you select.
  • Choose the number of rows to display: 5, 10, 20, 50 or 100.

• Widget Tools

Widget Tools

• Pages

  • Display a standard JSP (JavaServer Page)

• Relay Feeds

  • Choose the Relay feed(s) to display.

Working with Widgets

Widgets can be added and removed, reconfigured, minimized or maximized, and moved around on a home page.

Users that have the Manage Global Views/Reports permission can add/delete Widgets to a home page or modify its layout. In addition, any user who creates a home page can add, delete, and modify widgets on that page.

Add Widget to this Page

The Add Widget option allows you to customize your Home Page. To add a widget:

1. Click the Add Widgets link.

   File:HomePage-AddWidgetLink.jpg

2. The Add Widget page opens

   File:Addwidget.gif

3. Select the Widget Type and complete the required fields. (Options will vary, depending on the type of widget selected.)

Edit a Widget

1. In the Home Page, navigate to an existing widget
2. Click the Wrench icon File:WrenchIcon.jpg icon in the heading bar.
3. Specify your options. (The available options depend on the type of widget.)
4. Click [Save]

Move a Widget

Widgets can be moved from column to column, or moved up or down within a column. To select a widget, hover the mouse over the header bar of the widget until the mouse cursor changes, then click and drag the widget into a new position.

Minimize a Widget

You can minimize selected widgets by clicking the Minimize button, located in the widget header bar. These widgets will remain minimized during the current session, but will open again at your next login.

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