Working with Widgets

After you create a dashboard, you need to add widgets to it.

Simple instructions for working with dashboard widgets are included below. For detailed information, see the HelpSystems Insite User Guide.

Adding Widgets to a Dashboard

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've created. Shared dashboards created by another user are view-only.

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

  2. ClickTap the dashboard name.

  3. Toggle Edit mode On.

  4. Put focus on an empty dashboard pane and ClickTap Add widget.

  5. In the resulting panel, Add a new data source by selecting a connection and product OR choose an existing Data Source OR create the widget with no Data Source.

  6. Choose the Asset you would like included in the widget. See Asset Descriptions for more information.

  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.

  9. Edit Widget Settings as desired.

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

  10. ClickTap Save.

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

You can only delete widgets from dashboards that you have created. Shared dashboards created by another user are view-only.

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

  2. ClickTap the dashboard name.

  3. ClickTap The Settings button. Settings  on the widget you want to delete.

  4. ClickTap Delete.

  5. ClickTap Delete again to confirm.

Once your widgets have been created, you can view your 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.

 

Robot Network widget descriptions

Robot Network dashboards

Working with dashboards