Widget Operations
- 29 Nov 2022
- 2 Minutos para leer
- Impresión
- OscuroLigero
- PDF
Widget Operations
- Actualizado en 29 Nov 2022
- 2 Minutos para leer
- Impresión
- OscuroLigero
- PDF
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Adding a Widget
A Widget is an element of the dashboard that allows users to view vital information at a glance. The dashboard is empty if there are no pre-existing widgets.
Let's learn how to add widgets to the Dashboard page on the platform.
- Log in to the DL Asset Track platform.
- Click on the Dashboard page in the Navigation Panel to view the Dashboard.
- Add a widget by clicking on the + Add Widget button from the Dashboard's center if there are no widgets on the page.
Adding a widget on the Dashboard
- If there are some existing widgets on the Dashboard page, add more widgets by clicking on the + Widget button from the top right corner.
There are six pre-built widget types to make your Business Workflow smoother & efficient.
Choose the widget type
- Click on the plus button from the Widgets sidebar to add the respective widgets on the Dashboard.
The platform allows users to add & customize up to 20 widgets on the Dashboard.
- Select the required fields from the dropdown fields in the widgets to display key indicators on the dashboard.
Different types of widgets
- The Participant user can now add a widget with fresh data on dashboard.
Auto-refresh of the previously added widgets on dashboard are eliminated.
7.1. Add - To add a new widget in the required category out of six categories with fresh data, click on the Dashboard from the left navigation panel and click + Widget from the top right corner on the dashboard page.
Dashboard - add Widget(s)
Deleting a Widget
Let's learn how to delete a widget from the Dashboard page.
- Log in to the account.
- Click on the Dashboard page in the Navigation Panel to view the Dashboard.
Widget Operation Controls
On hovering over the top right corner of a widget box, Expand/Collapse & Delete icons appear. Use these icons to perform the respective actions on that particular widget. The Refresh Frequency dropdown list is a regular control menu at the top right corner of every widget box. Clicking on the arrow in this field opens a drop-down list that contains various duration options. Select any option as required to set a refresh frequency for that widget.
- Hover over the top right corner of the widget box to view the Delete icon.
- Now, click on the Delete icon.
Widget Delete icon
- The Delete icon displays a confirmation box with Yes & No buttons.
- Click on the Yes button to delete the selected widget.
Confirmation box for deleting a widget
- Update - To update an existing widget, scroll the mouse over the Dashboard page to locate the required widget category.
a. Click on the drop-down arrow next to the workflow and select the required workflow from the drop-down list.
b. Click on the Attribute drop-down arrow to select the desired attribute, if applicable.
c. Now, for the selected workflow, edit the information as needed.
Renaming a Widget
Renaming a widget is easy! Find out how to do it using the following steps.
- Log in to the account.
- Click on the Dashboard page in the Navigation Panel to view the Dashboard.
- Double-click on the name of the widget to rename. A typable Name field appears with a blinking cursor.
- Now, type in the name for that widget and click twice outside the Name field. The widget gets successfully renamed.
Renaming a widget
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