Working with Dashboard Widgets

You can perform these widget tasks for dashboard views:

Changes made to shared or system views are visible to other users. Changes you make to views that are shared with you are visible only to you. For details, refer to Sharing Views.

Adding Widgets to Dashboard Views

To add a widget to an existing dashboard view:

Select All or a pinned application or application group. This determines where the view you create will be available.
Do one of the following:
- To add a personal widget to a dashboard view, select a dashboard from the side menu.
- To add a widget to a shared dashboard view, open the dashboard view, and then select Shared View.
  Note: You can only add widgets to shared views if you are the owner or co-owner.
Click Add Widget on the dashboard page.
Select one of these widget types:
- Report
  By default, a list of recent reports is shown. Depending on your privileges, you can choose to show your reports, all reports, system reports, or scheduled reports. You can also search for a specific report or use the facets to limit the list of reports.
  Note: If you are adding a widget to an application or application group view, reports are limited to that application or group.
- Activity
  The condensed activity views for the selected context are available to you. Select an activity view from the list or use the search option. For details on configuring your activity widget, refer to Configuring Activity Widget Display Options.
- URL
  Provide an URL for a Web page, such as your company intranet. Click Preview to see the page before you add it to your widget.
  
  Note: Some Web sites do not support embedding on other sites. If you cannot embed an external Web site into Work Center, refer to the Web site's documentation.
Click Next.
Provide the following:
- Widget Title
  For reports, the report name is provided, but you can change the title as needed. For URLs, you must provide a widget title.
- Widget Height
  Select a height for the widget, based on the amount of content you expect it to contain.
- Widget Refresh Interval
  Select a refresh interval for the widget. This forces the widget to automatically refresh after a specified time. Users can override this setting as desired in shared dashboards. Widgets that have a refresh interval applied display an orange refresh icon at the top of the widget.

Rearranging Widgets on a Dashboard

To rearrange widgets on a personal dashboard, select the dashboard from the side menu.

To rearrange widgets on a shared dashboard view, open the dashboard view, and then select Shared View.

To rearrange widgets, drag and drop them to your preferred location.
To change the number of columns for the view, click the Change Layout icon (), and then select your preferred layout.

Modifying Widgets on a Dashboard

To change a widget on a view, click one of these icons:

Collapse the widget so that only the title bar appears.
Expand collapsed widgets.
Refreshes the widget.
View the widget in a pop-up window.

Reports that return a list of items may not show all items in the widget. Use this icon to view the full results list in a pop-up window.

For condensed activity view widgets, use this icon to open the full activity view in a pop-up window.
Change the widget's title, size, or refresh interval.
Remove the widget from the view.

Note: You may not be able to change or remove widgets from public or shared views.

Configuring Activity Widget Display Options

You can choose one of two formats for your activity widget:

Activity Summary
Shows the activity ring for the selected activity view. You can filter the ring to one of the fields selected on the Filters tab for the activity view. You can filter views that span multiple applications by the Generic Application fields selected for the view. For details, refer to Customizing Filters for Activity Views.
Top Activity Items
Shows the work item list for the activity view. Choose to sort the list by one of the fields selected on the Fields tab for the activity view. You can sort views that span multiple applications by the Generic Application fields selected for the view.

You can also choose the number of items to show in the list, with a maximum of 30 items. If more than 30 items are shown in the list, you can click the selected View All button when you open the view to see the full list.

Note: Once you configure an activity widget, you cannot edit the settings. You can delete the widget and add a new activity widget that has the settings you need, however.