AgileApps Support Wiki Pre Release

Widgets

From AgileApps Support Wiki
Revision as of 19:42, 14 July 2011 by imported>Aeric (→‎About Widgets)

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

Lock-tiny.gif

Users that have the Customize Objects permission can add/delete Widgets to a page or modify the Page Layout 

About Widgets

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

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
  • Relay Feeds
    • Choose the Relay feed(s) to display.

Add Widget to this Page

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

  1. Click the Wrench Icon and select Add Widget to this Page:
    File:Icon-wrench.gif
  2. The Add Widget page opens
  3. Select the Widget Type and complete the required fields. Options will vary, depending on the type of widget selected.

Edit a Widget

From the Home Page, navigate to an existing widget and click the Edit Editwidgeticon.gif icon in the heading bar.

Depending on the type of widget, the options will change. Some examples are shown here:

View Widget Report Widget
Calendar Widget Links Widget
Tasks Widget Notes Widget

Widget Behavior

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.


[[Category:Template:Features]]