Actions on Dashboard Widgets

Learn to use various features available for dashboard widgets.

Last published at: July 29th, 2025

You can navigate to the Administration - Dashboard Widgets menu option. 

 

The Dashboard Widgets UI is rendered as below. The widgets are grouped and listed as a table showing display name, description, and validation status columns. Use the Search box to filter the list.  

 

Create a Dashboard Widget.

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

 

A pop-up window is displayed for configuration. You must provide the widget name, display name, and description, choose a category from the drop-down list, and provide widget type, namespace, and DLL path information. Click the Create button to add the new dashboard widget to the list. A confirmation message is displayed in the top-right corner. 

 

 

Edit a Dashboard Widget.

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

 

A pop-up window is displayed for modification.  You can modify the relevant details, click the Validate button to verify the configuration, and then click the Update button to confirm the changes. 

 

The dashboard widget changes are updated, and a confirmation message is displayed in the top-right corner. 

 

Copy a Dashboard Widget.

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

 

A pop-up window is displayed for configuration. Provide a new widget name, and click the Copy button. 

 

A copy of the dashboard widget is created, and a confirmation message is displayed in the top-right corner. 

 

Delete a Dashboard Widget.

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

 

Click the OK button to confirm. 

 

The dashboard is removed permanently, and a confirmation message is displayed in the top-right corner. 

 

 

Auto-detect and auto-configure dashboard widgets.

Auto-detect functionality enables users to detect and configure dashboard widgets.

You must navigate to the Utils - Auto Detect menu option. 

 

The Auto Detect Dashboard Widget UI is rendered below, with widgets listed for configuration (if any). If any Dashboard Widget has been removed, you can manually select it and reconfigure it for use. The custom Dashboard Widget is included in the application using the DLL or file directory menu option. 

 

Select the dashboard widget and click the Manage—Configure menu option. To configure multiple widgets at once, you can select 'Select All Records'. 

 

The dashboard widget is included, and a confirmation message is displayed in the top-right corner. 

 

Globalize a Dashboard Widget.

Globalize the dashboard widget to render the data in local languages. 

You must select a widget from the list and click the Utils - Globalise menu option. You may choose the Selected Widget or All Widgets menu option.  

 

Click the OK button. 

 

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