Working with Widgets

Use the following techniques to create, edit, and manage Insite's dashboard widgets.

NOTE: You can also create groups of widgets. For details, see Working with Widget Groups.

You can add as many widgets as you need to your dashboard. For many of the widgets, you can even add more than one of each kind. But, be aware that number of widgets on the page does affect the response time. Also, you can only add widgets to dashboards that you have created. Shared dashboards created by another user are view-only.

To add/edit widgets:

  1. In the Navigation Panel, clicktap The dashboards icon. Dashboards. If the menu is hidden, hover over the Navigation Panel to expand it.

  2. ClickTap the dashboard name.

  3. Toggle Edit mode On.

  4. If you wish to add a new widget, put focus on an empty dashboard panel and clicktap Add widget. If you wish to edit an existing widget, put focus on the widget and clicktap Edit widget.

  5. In the resulting panel, add/edit a Data Source by selecting a connection and product OR choose an existing Data Source OR create the widget with no Data Source. See Product Connections for more information.

    The Widget Preview window displays.

  6. Choose the Asset you would like included in the widget.

  7. If desired, edit the Widget Name.

  8. Select a Widget type.

    NOTE: The Widget types available will vary depending on your choice of Asset. See the user guides for the specific products for more information.

  9. Edit Widget Settings Tabs.

    NOTE: The Widget Settings available will vary depending on your choice of Data Source, Asset, and Widget type. See Settings Tabs for more information.

  10. Ensure that the widget meets your expectations in the Widget Preview window. ClickTap Save.

    NOTE: If you want to add more than one widget of a particular type, for example, if you want to add two job history widgets, repeat the steps above for each one.

  11. Customize the widgets you added. With Edit mode On, ClickTap Edit Widget on any widget to edit its settings.

 

The Widget Preview window displays whenever you add or edit a dashboard widget. It displays to the left of the Add/Edit Widget Panel and will automatically update as you make changes to the Data Source, Assets, Widget Type, and Metrics. You can see the effect of your changes to Settings Tabs before you save to your dashboard to ensure that the data presented in your widget will meet your needs.

Image with some of the available dashboards displayed.

Notes:

  • A warning message will display in the Widget Preview window when no data satisfies your criteria.
  • Updating Column Order and Default Sorting in List Settings will update those properties in the preview window.

 

Once your widgets have been created, you can view your widget in full-screen mode.

To view a widget in full-screen mode:

  1. On your dashboard, ensure that Edit mode is set to Off.
  2. Click the full screen view icon in the upper-right portion of the widget you wish to view in full-screen mode.
  3. To revert, click the normal view icon in the upper-right portion of the widget.

 

Currently, you can perform row actions on the Robot Network Statuses widget. For more information about the Robot Network actions available to you, see the Status Center information.

To perform row actions on a widget:

  1. On your dashboard, ensure that Edit mode is set to Off.
  2. Select the Show Actions icon on the end of the row of the widget you wish to perform row actions on. The possible actions for the Statuses widget are:
    • Properties
    • Performance Details
    • Reply
    • Acknowledge
    • Escalate
    • Assign
    • Assign to Me
    • Unassign
    • Close
  3. Depending on your selection, available actions will be presented to you on either a popup window or a side panel.
  4. Complete the action.