PEC-REC/Current/User/widgets - Revision history

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

2020-07-25T02:32:21Z

Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"

2020-07-15T11:46:53Z

Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

2020-06-08T15:21:19Z

Published

New page

{{Article
|Standalone=No
|DisplayName=Managing widgets
|Application=Recording
|Role=Administrator
|TocName=Managing widgets
|Platform=PureEngage
|ComingSoon=No
|Context=Use Widgets to display summary information about a specific set of interactions. With Widgets you can better understand the nature of all interactions within a specific interaction list.
|Section={{Section
|alignment=Vertical
|structuredtext=Widgets are small applications you can include in a view in the '''Dashboard''' page.

Each widget is displayed in the page as a small rectangle.

Depending on your user permissions, you may be able to add, move, modify, minimize, and remove widgets.

A Dashboard can contain the following widget:

*{{Link-SomewhereInThisVersion|manual=User|topic=reportwidget|anchor=top|display text=Report widget}}
|Status=No
}}{{Section
|sectionHeading=Add a widget
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the dashboard to which you want to add a widget.
#Click '''Add Widgets'''. The available widgets are displayed at the top of the screen (Report widget).
#Click the link associated with the widget you want to add to the dashboard. The widget is added to the dashboard.
|anchor=add
|Status=No
}}{{Section
|sectionHeading=Edit a widget
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the Dashboard whose widget's you want to change.
#To change the widget name click the name to make it an editable field. Type the new name and click '''OK'''.
#Click '''Edit''' and perform any of the following:
#*'''Change the widget height:''' Enter the new height in the field provided.
#*'''Change the widget refresh rate:''' Enter the new refresh rate in the field provided.
#*'''Change the report description:''' Enter the new description in the field provided.
#*:{{NoteFormat|You can format the widget description using '''HTML''' tags.|2}}
#Click '''Save''' to save your changes.
#Click '''Close''' to close the fields.
|anchor=Edit
|Status=No
}}{{Section
|sectionHeading=Move a widget
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the Dashboard whose widget you want to move.
#Place your mouse on the widget title bar and click and drag the widget to its new location.
|anchor=Move
|Status=No
}}{{Section
|sectionHeading=Minimize/maximize a widget
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the Dashboard whose widget you want to minimize / maximize.
#Click the minus sign [[file:Smicon_minimize.png|link=|16px]] to minimize the widget.
#Click the plus sign [[file:Smicon_maximize.png|link=|18px]] to maximize the widget.
|anchor=minmax
|Status=No
}}{{Section
|sectionHeading=Manually refresh a widget's data
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the Dashboard whose widget you want to refresh.
#Click the '''Refresh''' icon [[file:Widgetref.png|link=|21px]] to update the data in the widget.
|anchor=refresh
|Status=No
}}{{Section
|sectionHeading=Delete a widget
|alignment=Vertical
|structuredtext=#Select '''Dashboard'''.
#Select the Dashboard whose widget you want to delete.
#Click the '''Delete''' icon [[file:Smicon_close.png|link=|21px]] to remove the widget from the Dashboard.
|anchor=delete
|Status=No
}}
}}

@@ Line 5: / Line 5: @@
 |Role=Administrator
 |TocName=Managing widgets
-|Platform=GenesysEngage-onpremises
+|Platform=GenesysEngage-cloud
 |ComingSoon=No
 |Context=Use Widgets to display summary information about a specific set of interactions. With Widgets you can better understand the nature of all interactions within a specific interaction list.

PEC-REC/Current/User/widgets - Revision history

WikiSysop: Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|]*)PureEngage([\|]*)" to "|Platform=$1GenesysEngage-onpremises$2"

Bgrenon: Published

WikiSysop: Text replacement - "\|Platform=([^\|])GenesysEngage-onpremises([\|])" to "|Platform=$1GenesysEngage-cloud$2"

WikiSysop: Text replacement - "\|Platforms?=([^\|])PureEngage([\|])" to "|Platform=$1GenesysEngage-onpremises$2"