Managing Widgets

Widgets are interface components that can be configured in a dashboard. You can create, edit, and delete widgets, and set the authorization permissions.

To view the widgets, navigate to Management > Business Dashboard > Widget > Manage Widgets.

The list of all widgets is displayed. All the published reports from the Reports module are also displayed in the Widgets section.

Use the Action column for performing the following operations:

Edit
Delete

You can sort the widgets by Name.

Creating a new Widget

To create a new widget:

Click Create Widget. The Create Widget window is displayed.

Enter the Name of the widget to uniquely identify it.
Optionally, enter a meaningful Description.
Choose the Category as Chart or Others.
Enter the public URL of the application from which you want to extract the data.
Enter the Height and Width of the widget.
Select Publish check box, if you want to view the widget while creating a Dashboard.
From the Authorization tab, select the user permissions. The available options are Global, Denied, and Allow.

Choose Global to authorize all the users to manage the widget.
Choose Denied to authorize no users to manage the widget.
Choose Allow to authorize specific users or user groups to manage the widget.

To allow user permissions,

Select Allow from the drop-down list and click Add Permission.
Click Empty and select the required user or user group.
Specify the View, Edit, and Delete permissions.

Notes:

To set permissions for multiple users or user groups, click Add Permission, select a user or user group, and specify the permissions.

You cannot assign permission to your own user account.

Use the icon from Action column to delete a user permission.

Click Save.

Editing Widgets

To edit an existing widget:

Click. The Update Widget window is displayed.
Edit the required details and click Save.

The widget is updated in the Widgets table and Business Dashboards.

Deleting Widgets

To delete an existing widget:

Click. A pop-up window is displayed prompting for confirmation.
Click OK.

The widget is deleted from the Widgets table, and is not available in the Business Dashboards.

To delete multiple widgets,

Select the required widgets you want to delete and click Delete Widget. A pop-up window is displayed prompting for confirmation.
Click OK.

The widgets are deleted from the Widgets table, and are not available in the Business Dashboards.

Reloading Widgets

To reload widgets:

Click. The page is refreshed and reloaded with the latest widgets.