Widget Editor

Use Widget Editor to create widgets that display text, links, images, and code snippets in a dashboard. The Widget Editor is available on IP and IPV dashboards. It is not available on the Saved query and Library dashboards.

Tip:  You need write permissions to IP that the dashboard is on to create and edit widgets for IP dashboards, and you need write permissions to the line that the IPV is on to create and edit widgets for IPV dashboards.

Open Widget Editor to create the first widget on a dashboard

1. Select an IP or IPV, then select Dashboard in the navigation.

   A message with information about your first widget opens.

   

2. Select Add widget.

   The Widget Editor opens.

   

Adding widgets to an existing dashboard

Widget Editor uses a graphical interface to help create widgets.

1. Select an IP or IPV, then select Dashboard in the navigation. Select the lock icon to unlock the dashboard.

   

2. Select Add widget.

   The visual editor opens.

   

Configuring a widget

1. Enter the attribute name. The attribute name stores the widget data in the IPLM database and is not shown on the dashboard. The attribute name is required and cannot be changed after it is created.

   

2. Optionally, you can enter a widget header. The widget header is shown on the dashboard above the widget in addition to the widget title. You can use markdown formatting to style the widget header. See Using Markdown in text and table widgets.

   

3. Optionally, you can select an existing tab or create a new tab where the widget will be shown. These custom tabs are displayed across the top of the dashboard.

   

4. Enter the widget contents in the text box. You can enter formatted text, links, images, and code snippets. You can also select an icon to create a Table widget, Image widget, Iframe widget, or Button widget.

   

   • Highlight the text where you want to insert a link, and select the link icon.

     A popup opens. Enter the URL for the link and select Insert.

     

     The link is shown in the widget on the dashboard.

     

Arranging widgets on the dashboard

Once you have created widgets, you can edit, delete, and resize the widgets on the dashboard.

1. Select an IP or IPV, then select Dashboard in the navigation. Select the lock icon to unlock the dashboard.

   Each widget shows an edit and delete icon.

   

   You can also drag each widget to a new location or resize the widget by dragging the resize icon in the lower right corner.