How to use widget actions
Version: DashboardFox v12
Role: Agent and higher
Permission: Agent with modify view permission to the dashboard
Each widget has a menu with different actions:
Info Hover – The hover over will display the description of the report.
View – it displays the widget in the Report Details view where a user can focus on the report, print, export, and have access to more data options like the chart wizard and data grid filtering options.
Reorder – This is only available to users that have modification permission to the dashboard. Not shown to view only users
Action Menu– provides additional widget action options
- Edit Widget – Edit widget settings and such name type. This is only available to users that have modification permission to the dashboard. Not shown to view only users.
- Delete Widget¬ – Deletes a widget. This is only available to users that have modification permission to the dashboard. Not shown to view only users.
- Refresh Widget – Reloads the data in the widget.
- Clear Saved Preferences – If the widget report has a prompt and the user saved a default prompt preference, this option will clear that saved preference to redisplay the prompt. This configuration of a dashboard widget is only for rare use cases.
- Refresh Prompts – For widgets that have a report prompt, this action will redisplay the prompt after a selection has been made. This configuration of a dashboard widget is only for rare use cases.
Here is an in-depth article regarding Refresh Prompts.
And there you have it! You now know the functions of each widget action and how you can use them based on your needs!