Widgets

Widgets enable you to quickly access and update information, including tasks, web sites, and custom objects.

Note: A user can add "up to 10 widgets in a Dashboard column.

About Widgets

Widgets are small windows available on a Dashboard that let you view selected information. There are various types of widgets:

View

• View-based widgets display data rows from the View you select
• Choose the number of rows to display: 5, 10, 20, 50 or 100

Report

• Report-based widgets display Charts, Table Data or both from the Report you select.
• Choose the number of rows to display: 5, 10, 20, 50 or 100.
• In the widget banner, click the document icon () to view the underlying report.

HTML

Add any HTML code for a fully custom widget.

Note: The one exception is a <form> tag.

Behind the scenes, the dashboard is one big form that submits a widget's new position to the server when you move it.

That way, the position is recorded for the next time you visit.

Since nested <form> tags do not work in HTML browsers, you can use any HTML except a <form> tag.

Enable HTML Sanitization

When this option is selected, it prevents XSS attacks by allowing you to use only the HTML tags and attributes listed in the table. When this option is not selected, all the HTML tags and attributes are allowed and XSS attacks are not prevented.

Allowed Tags

a, abbr, acronym, address, area, b, bdo, big,blockquote, br, button,body,caption, center, cite, code, col, colgroup, dl, dt, dd, del, dfn,dir, div, em, fieldset, font, form, h1, h2, h3, h4, h5, h6, hr, head, html, i, iframe,img, input, ins, kbd, label, legend, li, map, mark, menu, ol, optgroup, option, p,pre, q, s, samp, select, section, small, span, strike, strong, style, sub, sup, table, tbody,td, textarea, tfoot, th, thead, u, tr, tt, ul, var

Tags	Attributes Allowed
col, colgroup	span, align, char, charoff, valign, width
abbr,acronym	title
button	type
p	align
area	alt,shape,coords,href
bdo	bdl
dfn	id, title
div	style
img	src,width,height,alt
label	for, form
form	accept, accept-charset, action, autocomplete, enctype, method ,name, novalidate, target
li	type, value
input	type, value, name
p	title
optgroup	label, disabled
textarea	rows, columns
option	label, disabled, selected, value
table	border, bgcolor, style
font	size, color, face
a	class, id, href
tbody	align
iframe	width, height, src, frameborder
body	bgcolor, link, text

Page

• Display a JSP Page defined and stored on the platform.

Working with Widgets

Widgets can be added and removed, reconfigured, minimized or maximized, and moved around on a Dashboard.

Users that have the Manage Global Views/Reports permission can add/delete Widgets to a dashboard or modify its layout. In addition, any user who creates a dashboard can add, delete, and modify widgets on that page.

Add Widget to a Dashboard

1. Click [Add Widget]
2. Fill in the widget settings:
   • Type - Select the Widget Type
   • Position - Specify the column it appears in
   • Widget title - Give the Widget a title
   • Additional options - (Options vary, depending on the type of widget.)

Edit a Widget

1. In the Dashboard, scroll to the widget of interest
2. Click the wrench icon icon in the widget header.
3. Specify your options. (The available options depend on the type of widget.)
4. Click [Save]

Move a Widget

Widgets can be moved from column to column, or moved up or down within a column.

To move a widget, drag the header to a new position in the dashboard.

Minimize a Widget

To minimize a widget, click the Minimize icon in the widget header.

The widget remains minimized until you reopen it, or until your next login.

Delete a Widget

In the Widget header, click the "x" icon to delete the widget from the dashboard.
A confirmation dialog is displayed.

Important: Deleted widgets are not stored in the Recycle bin, and cannot be recovered. Make sure you really want to delete the widget before confirming the action.

Overview widget

With the Overview widget, users can select an existing widget from the dashboard and display it on the overview page. This feature is particularly beneficial when users have access to multiple widgets, as it provides high-level metrics on the overview page for important or frequently accessed data. Currently, only one overview widget can be set, and it is displayed next to the Current application section.
The Overview widget is user-specific and does not affect the overview page for other users. Additionally, this option is application-specific, enabling users to set overview widgets at the application level from their respective dashboards.

How to set the overview widget?

1. Go to Dashboard.
2. Navigate to the desired widget you wish to set as overview widget.
3. Click on the widget header.
4. Select View on Overview.
5. The selected widget appears on the Overview page.

How to remove the overview widget?

User can remove the overview widget from Overview page and Dashboard page as well.
Method 1:

1. Go to Overview.
2. Click ⋮ on the widget header.
3. Select Remove from Overview.
4. Click OK in the confirmation dialog.
5. The overview widget will be removed.

Method 2:

1. Go to Dashboard.
2. Navigate to the overview widget.
3. Click ⋮ on the widget header.
4. Select Remove from Overview.
5. Click OK in the confirmation dialog.
6. The overview widget will be removed.

Note: Removing the overview widget will not lead to the deletion of the report from the dashboard, only the widget on the Overview page will be removed.

How to change the overview widget?

1. Go to Dashboard.
2. Navigate to the desired widget you wish to set as overview widget.
3. Click ⋮ on the widget header.
4. Select View on Overview.
5. Click OK in the confirmation dialog.
6. The selected widget appears on the Overview page.