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.

ClosedAdding widgets

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. ClickTap Add.

  4. Click Robot SCHEDULE to expand the list. Then, select (check) the widgets you want and clicktap Add.

    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 steps 3 and 4 for each one.

  5. Customize the widgets you added. ClickTap The Settings button. Settings on any widget to edit its settings.

ClosedDeleting widgets

You can only delete widgets from 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. ClickTap The Settings button. Settings on the widget you want to delete.

  4. ClickTap Delete.

  5. ClickTap Delete again to confirm.

See also: 

Robot SCHEDULE widget descriptions

Robot SCHEDULE dashboards

Working with dashboards

 

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