Using Widgets

To add, edit, or delete widgets, go to Portals > Administer Portal Pages in the administrative menu.

On the Overview screen, highlight the name of the portal page that you want to edit widgets on and click Setup in the top toolbar.

Adding New Widgets

If you are editing a brand new portal page, you will see a blank screen. If you are adding new widgets to an existing page, you will see the widgets determined in the initial page set up.

To begin adding new widgets to your page, click the New Widget button in the top toolbar.

The widget pop-up box will appear. This pop-up lists all of the types of widgets that are currently available. The various widgets have been categorized to assist in finding the correct widget.

Highlight the title of any widget to see a description. Click the Add button to add the widget to your portal page.

Note: You can select any widget for any portal page. For example, the widgets listed under Home Page are widgets that are typically found on a Homepage, but they can be used on any page.

Place the Widgets

Once the widgets have been selected, you need to decide the layout of your page. The number of columns and the column width that were initially set up for the page will guide the layout.

As widgets are added, each one will be added to the first column. You can then drag and drop them to the desired location. If a set column width was selected in the initial set up, the width of the selected widget will automatically adjust as it is moved to different columns.

Edit the widget

To edit a widget, click on the gear icon in the upper right-hand corner of the widget and select the Edit Widget option in the dropdown menu.

General Tab

While some of the options will vary by widget, all widgets will have the same General options.

Caption

This is what is shown as the “title” of the widget window. The default for each widget is the title that is shown in the list of widgets.

Tooltip (optional)

Write any information that should be shown when the user hovers over the widget’s title bar.

Can Collapse

Select this checkbox if the user should have the ability to collapse this widget on their screen.

Show Collapsed

Select this checkbox if the default for the widget is to be shown in its collapsed form and the user can then choose to expand it when desired.

Auto Size to column

If the column width was set on the Overview screen, this checkbox will be selected and the width will be grayed out. You can deselect this checkbox and then set a different width just for this widget, but this is not recommended. The width set on the widget will override the width that was initially set for the entire column.

Width and Height

Manually set the width and height of the selected widget.

Custom Skin

Select this checkbox to hide the widget border. Note: When you hide the border, a thin border will still appear around the widget in Setup mode. This is to allow you to still access the widget options (edit, remove etc). To access these options, right-click anywhere within the widget to see the widget options. When this widget is displayed to the end-user, no border will be visible.

Deleting a Widget

To delete a widget, click on the gear icon in the upper right-hand corner of the widget and select Remove Widget from the dropdown menu.