Actions on Dashboard widgets

Learn to use various features available for dashboard widgets

Last published at: May 24th, 2024

Create a dashboard widget.

On the Dashboard Widgets page, click the Actions - Create menu option. 

 

The Create widget popup is rendered with fields to be configured. Provide the relevant details and click the Validate button to check the configuration. Then, click the Create button to add the new widget to the list. 

A reference image is included here. 

 

Edit a dashboard widget.

Select the widget from the list on the Dashboard Widgets page and click the Actions - Edit menu option. 

 

The Update widget popup is rendered with fields to be re-configured. Modify the relevant details and click the Validate button to check the configuration. Then, click on the Update button to confirm the changes. 

 

Copy a dashboard widget.

Select the widget from the list on the Dashboard Widgets page and click the Actions - Copy menu option. 

 

The Copy Dashboard popup window appears for configuration. Enter a new name and click on Copy to confirm. 

 

A copy of the new dashboard is created, and an alert confirmation is displayed in the top right-end corner. 

 

Delete a dashboard widget.

Select the widget from the list on the Dashboard Widgets page and click the Actions - Remove menu option. 

 

The Remove Dashboard popup window appears for confirmation. Click OK.

 

The dashboard is removed permanently, and an alert confirmation is displayed in the top right-end corner. 

 

Auto-detect and auto-configure dashboard widgets.

Auto-detect functionality allows the user to detect and configure dashboard widgets.

 

In the reference image, you observe the NEW widget listed in a table and waiting for configuration.

 

Select the new widget row item. Use the Manage - Configure menu option to auto-configure the selected dashboard widget.

 

Globalize a dashboard widget.

Select a widget to globalize from the widget listing table and click the “Utils - Globalize - Selected Widget” menu item.

 

Click OK to confirm the action.

 

The global resources are updated for the dashboard widget in the background.