Difference between revisions of "Widgets"

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Widgets enable you to quickly access and update information, including projects, tasks, web sites, custom objects, calendar appointments, and activities. Widgets are small windows available on a [[Home Page|Page]] that let you view information based on:
Widgets enable you to quickly access and update information, including tasks, web sites, and custom objects. Β 
*[[Views]]
*[[Reports]]
*[[#Widget Types|Widget Tools]]
*[[Pages|Pages (JavaServer Pages)]]


{{Note| A user can add "up to 10 widgets in a Dashboard column.}}


{{permissions|Customize Objects|add/delete Widgets to a page or modify the Page Layout}}
===About Widgets===
Widgets are small windows available on a [[Dashboard]] that let you view selected information. There are various types of widgets:


'''Sample Pages with Widgets'''
<blockquote>
{{:Widget Types}}
</blockquote>


{| border="0" cellpadding="5" cellspacing="0"
===Working with Widgets===
|[[Image:widgets.gif|none|thumb]] ||[[image:widgettab.gif|none|thumb]]
Widgets can be added and removed, reconfigured, minimized or maximized, and moved around on a [[Dashboard]].
|}


{{permissions|Manage Global Views/Reports|add/delete Widgets to a dashboard or modify its layout. In addition, any user who creates a dashboard can add, delete, and modify widgets on that page.}}


==Widget Types==
====Add Widget to a Dashboard====
*;View:
#Click '''[Add Widget]'''
**View-based widgets display data rows from the [[Views|View]] you select
#Fill in the widget settings:
**Choose the number of rows to display: 5, 10, 20, 50 or 100
#*'''Type -''' Select the Widget Type
#*'''Position -''' Specify the column it appears in
#*'''Widget title -''' Give the Widget a title
#* Additional options - (Options vary, depending on the type of widget.)


*;Report:
====Edit a Widget====
**Report-based widgets display Charts, Table Data or both from the [[Reports]] you select. Β 
# In the [[Dashboard]], scroll to the widget of interest
**Choose the number of rows to display: 5, 10, 20, 50 or 100.
# Click the wrench icon [[File:WrenchIcon.png|link=]] icon in the widget header.
# Specify your options. (The available options depend on the type of widget.)
# Click '''[Save]'''


*;Widget Tools
====Move a Widget====
:{{:Widget Tools}}
Widgets can be moved from column to column, or moved up or down within a column.


*;Pages:
To move a widget, drag the header to a new position in the dashboard.
**Display a standard [[Pages|JSP (JavaServer Page)]]


*;Relay Feeds:
====Minimize a Widget====
** Choose the [[Relay]] feed(s) to display.
To minimize a widget, click the Minimize icon in the widget header. Β 


==Add Widget to this Page==
The widget remains minimized until you reopen it, or until your next login.
The Add Widget option allows you to customize your [[Home Page]].
To add a widget:
#Click the [[Wrench_Icon#Wrench_Icon|Wrench Icon]] and select '''Add Widget to this Page''':
#: [[Image:icon-wrench.gif]]
#The Add Widget page opens
#:[[Image:Addwidget.gif|none|thumb]]
#Select the Widget Type and complete the required fields. Options will vary, depending on the type of widget selected.


==Edit a Widget==
====Delete a Widget====
From the [[Home Page]], navigate to an existing widget and click the Edit [[Image:editwidgeticon.gif|link=]] icon in the heading bar.
In the Widget header, click the "x" icon to delete the widget from the dashboard.<br>A confirmation dialog is displayed.
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{{Important|<br>Deleted widgets are not stored in the Recycle bin, and cannot be recovered. Make sure you really want to delete the widget before confirming the action.}}
Depending on the type of widget, the options will change. Some examples are shown here:
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{| border="0" cellpadding="5" cellspacing="0" valign="top"
|View Widget
[[Image:Viewwidget.gif|none|thumb]]
|Report Widget
[[Image:Editwidget.gif|none|thumb]]
|-valign="top"
|Calendar Widget
[[Image:Calendarwidget2.gif|none|thumb]]
|Links Widget
[[Image:Linkswidget.gif|none|thumb]]
|-valign="top"
|Tasks Widget
[[Image:taskswidget.gif|none|thumb]]
|Notes Widget
[[Image:noteswidget.gif|none|thumb]]
|}
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==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.
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===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.
<noinclude>
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[[Category:{{features}}]]
[[Category:Pages]]
</noinclude>

Latest revision as of 06:25, 10 January 2022

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

Notepad.png

Note: A user can add "up to 10 widgets in a Dashboard column.

About Widgets

Widgets are small windows available on a Dashboard that let you view selected information. There are various types of widgets:

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 Report you select.
  • Choose the number of rows to display: 5, 10, 20, 50 or 100.
  • In the widget banner, click the document icon (DocumentIcon.png) to view the underlying report.

HTML

Add any HTML code for a fully custom widget.
Note: The one exception is a <form> tag.
Behind the scenes, the dashboard is one big form that submits a widget's new position to the server when you move it.
That way, the position is recorded for the next time you visit.
Since nested <form> tags do not work in HTML browsers, you can use any HTML except a <form> tag.
Enable HTML Sanitization

When this option is selected, it prevents XSS attacks by allowing you to use only the HTML tags and attributes listed in the table. When this option is not selected, all the HTML tags and attributes are allowed and XSS attacks are not prevented.

Allowed Tags

a, abbr, acronym, address, area, b, bdo, big,blockquote, br, button,body,caption, center, cite, code, col, colgroup, dl, dt, dd, del, dfn,dir, div, em, fieldset, font, form, h1, h2, h3, h4, h5, h6, hr, head, html, i, iframe,img, input, ins, kbd, label, legend, li, map, mark, menu, ol, optgroup, option, p,pre, q, s, samp, select, section, small, span, strike, strong, style, sub, sup, table, tbody,td, textarea, tfoot, th, thead, u, tr, tt, ul, var


Tags

Attributes Allowed
col, colgroup span, align, char, charoff, valign, width
abbr,acronym title
button type
p align
area alt,shape,coords,href
bdo bdl
dfn id, title
div style
img src,width,height,alt
label for, form
form accept, accept-charset, action, autocomplete, enctype, method ,name, novalidate, target
li type, value
input type, value, name
p title
optgroup label, disabled
textarea rows, columns
option label, disabled, selected, value
table border, bgcolor, style
font size, color, face
a class, id, href
tbody align
iframe width, height, src, frameborder
body bgcolor, link, text

Page

  • Display a JSP Page defined and stored on the platform.

Working with Widgets

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

Lock-tiny.gif

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

Add Widget to a Dashboard

  1. Click [Add Widget]
  2. Fill in the widget settings:
    • Type - Select the Widget Type
    • Position - Specify the column it appears in
    • Widget title - Give the Widget a title
    • Additional options - (Options vary, depending on the type of widget.)

Edit a Widget

  1. In the Dashboard, scroll to the widget of interest
  2. Click the wrench icon WrenchIcon.png icon in the widget header.
  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 move a widget, drag the header to a new position in the dashboard.

Minimize a Widget

To minimize a widget, click the Minimize icon in the widget header.

The widget remains minimized until you reopen it, or until your next login.

Delete a Widget

In the Widget header, click the "x" icon to delete the widget from the dashboard.
A confirmation dialog is displayed.

Warn.png

Important:
Deleted widgets are not stored in the Recycle bin, and cannot be recovered. Make sure you really want to delete the widget before confirming the action.