Widget Operations
  • 20 May 2022
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Widget Operations

  • Oscuro
    Ligero
  • PDF

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Resumen del artículo

Adding a Widget

What is a widget?

A Widget is an element of the dashboard that allows users to view the information that is important, at a quick 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.

  1. Log in to your account.
  2. Click on the Dashboard page in the Navigation Panel to view the Dashboard.
  3. Add a widget by clicking on the + Add Widget button from the center of the Dashboard if there are no widgets on the page.
    adding widget from center.png

Adding a widget on the dashboard

  1. If there are some existing widgets on the Dashboard page, add more by clicking on the + Widget button from the top right corner.
Widget Types

There are 6 pre-built widget types to make your Business Workflow smoother & more efficient.

ADDING A WIDGET-01.png

Choose the type of widget

  1. Click on the plus button from the Widgets sidebar to add the respective widgets to the Dashboard.
Number of widgets

The platform allows you to add & customize up to 20 widgets to the Dashboard.

  1. Select the required fields from the dropdown fields in the widgets to get a display of key indicators on the dashboard.
    image.png

Different types of widgets


Deleting a Widget

Let's learn how to delete a widget from the Dashboard page.

  1. Log in to your account.
  2. 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, the Expand/Collapse & Delete icons appear. Use these icons to perform the respective actions on that particular widget as required. The Refresh Frequency dropdown menu is a constant 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.

  1. Hover over the top right corner of the widget box which you want to delete. The Delete icon appears.
  2. Now, click the Delete icon.
    image.png

Widget Delete icon

  1. Clicking the Delete icon displays a confirmation box with Yes & No buttons.
  2. Click the Yes button to delete the selected widget.
    image.png

Confirmation box for deleting a widget


Renaming a Widget

Renaming a widget is easy! Find out how to do it using the following steps:

  1. Log in to your account.
  2. Click on the Dashboard page in the Navigation Panel to view the Dashboard.
  3. Double-click the name of the widget you want to rename. A typable Name field appears with a blinking cursor.
  4. Now, type in the name you want for that particular widget and click twice outside the Name field. The widget gets successfully renamed.  
    image.png

Renaming a widget


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