Widgets: How to create, edit and view



The objective of Widgets is to enrich content through visualizations designed to provide information.

The parameters that can be viewed on the main Widgets screen are:


  • #: Indicates the Widget number entered.
  • Type: Type of chart
  • Title: Title of widget to show in screen
  • Company: Company in which the created widget applies
  • Description: Description of widget to show in screen
  • Actions: The buttons to edit, activate/deactivate, and delete


Below is an image of the File Type menu:




How to create a new Widget


To create a new Widget, click on "New"" and fill in the fields: company, widget type (card, donut, line, pie, and bar), title, description, icon, color (orange, red, green, blue, yellow, pink, gray), connection type, destination URL, order, tags, query, search filter.


Press the "Save" button and select "Yes" to confirm the changes or "No" to go back.




How to Edit a Widget


Select the Widget to "Edit" proceed to modify the fields.


Press the "Save" button and select "Yes" to confirm the changes or "No" to go back.



How to Deactivate a Widget

Select the Widget to deactivate and press the "Deactivate"


How o Activate a Widget

Select the Widget to activate and press the "Activate"


How to Eliminate a Widget

Select the Widget to delete and press the "Delete" Press "Yes" to confirm the changes or "No" to go back.




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