Widget Operations

Mis à jour le 29 Nov 2022
2 Minutes à lire

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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 widget from center.png

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 Widgets.png

Dashboard - add Widget(s)

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 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.