(2024.2) System Widgets

Open

The System Widgets grid displays a comprehensive list of all the Widgets currently being used within the Admin User's organization. These Widgets are available on the 'Landing Page' as part of the organization and view of that page. In the System Widgets section, Admin Users can add new Widgets to the grid, making them available to other Users as defaults, and edit or delete existing widgets from the system.

This can be accessed by navigating to Admin > System Tables > System Widgets.

Adding a Widget

To add a new Widget to the grid, click the  button located immediately above the grid.

Open

In the Widget data entry form (see image above), the User is prompted to define a 'Title' and input a 'Path to Widget' (the Widgets destination URL).

The Admin User can also choose to apply the Widget to as many 'Roles' as desired. Once the Widget is saved, those Users who fall under the Role distinctions designated here will be able to select the new Widget from a list of defaults on the Dashboard.

Saving New Widget

Once all required fields have been satisfied, click the  button located at the bottom of the Widget data entry form. The new Widget will appear as an item on the original System Widgets grid and will be available on the Dashboard as a default to those Users with corresponding Role distinctions.

Editing Existing Widgets

Admin Users can edit existing Widgets by double-clicking on any item on the System Widgets grid or by selecting an item and clicking the  button located immediately above the grid.

This action opens the item's Widget data entry form, at which point the User can define the item's inputs by following the protocol established earlier in this section. Once all required fields have been satisfied, click the  button at the bottom of the form.

Admin Users can delete existing Widgets by selecting the appropriate item on the System Widgets grid and clicking the  button located immediately above the grid. The deleted Widget will no longer appear as a default option on the appropriate Users' Dashboards.

Toggle Status of a Widget

Widgets can be prevented from use through the  button. When an Administrator sets the status of a Widget to Inactive then that Widget will be removed from the Homepage and Dashboards. Active Widgets will always be available to Users. A second method to change the status of the widget from Active to Inactive or visa versa with the Status toggles on the Widget forms.

Messages Widget and Icon