Using Widgets - Bootstrap

To add, edit, or delete widgets, go to Portals > Administer Portal Pages in the administrative menu.

On the Overview screen, highlight the name of the portal page that you want to edit widgets on and click Edit in the top toolbar.

Add New Widgets

Once the page opens, click on the Designer tab.

Click Add and select Add a New Widget from the drop-down menu.

The widget library will open up.

Scroll through the list of available widgets and select the desired widget. The purpose of the widget categories is to allow you to easily find the desired widget. Any widget can be placed on any page type. A complete list of available widgets can be found in the online help.

On the right side, click the area on the page where the new widget should be located. Standard options are:

Top: This can be used for a banner that should span the entire width of the screen.
Left-side column: This should be used for a widget that should appear in the left-side column. Multiple widgets can be placed in this spot.
Right-side column: This should be used for a widget that should appear in the right-side column. Multiple widgets can be placed in this spot.
Bottom: This can be used for a widget that should span the entire width of the screen.

Note

Not every location must be used. If there is no widget selected for a certain spot, then that area will just not appear. For example, if no top widget is selected, then the page will just have two columns at the top.

Click Add to add the widget.

Edit Widgets

Most widgets have customizable settings. To edit a widget, click anywhere within the widget. The Edit option will appear. Click Edit to open up the widget options.

General Tab

While some of the options will vary by widget, all widgets will have the same general edit options:

Caption: This is what is shown as the “title” of the widget window. The default for each widget is the title that is shown in the list of widgets.
Tooltip (optional): Write any information that should be shown when the user hovers over the widget’s title bar.
Auto Size to column: By default this box will be checked and the width will be Auto.
Height: Manually set the height of the selected widget, if desired.
No Skin: Check this box to hide the widget border and widget header.

Note

When you hide the border, a thin border will still appear around the widget in the Setup screen. When this widget is displayed to the end-user, no border will be visible.

Frame Tab

This optional tab can be used to provide basic formatting for a widget.

Show Header is selected by default. Deselect the checkbox if you do not wish to display the widget header.

Header Color can be set to a variety of pre-made theme colors or a custom color. Click on the drop-down to change the header color.

To enter a custom color, click on the custom color option. Two new options will appear, Header Background Color and Header Text Color.

Click on the arrow next to either the background color or text color. A color selection grid will appear. Select a color on the grid, or enter the desired hexadecimal color.

Other widget color options include:

Body Background Color: The default background color is typically white. Click on the arrow to change if desired.
Body Text Color: The default text color is typically black. Click on the arrow to change if desired.
Remove Bottom Margin: If desired, check the box to remove the margin at the bottom of the widget.
Remove Border: If desired, check the box to remove the border around the widget.

Note

If you selected the No Skin option on the previous tab, then the header options will not be shown, since the header is not displayed when there is No Skin.

Settings Tab

The Settings tab will vary by widget, and some widgets do not have a Settings tab. See the Online Help on the specific widget for Settings tab instructions.

Delete a Widget

To delete a widget, click anywhere within the widget. The Edit option will appear.

Click on the down arrow next to Edit and select "Delete this widget" from the drop-down menu.