View Designer
| Action | Description |
|---|---|
| Move a widget or widgets from Available to Assigned |
Select the widget in the Available Widgets column and select the single right arrow. To assign all widgets to the view, select the double right arrow. Result: The widget is added to the layout to the right of the widget lists. Note: Another way to move a widget to a view is to drag the widget from the Available column to the layout; this automatically moves the widget to the Assigned column. |
| Remove an assigned widget |
Select the widget in the Assigned Widgets column and select the single left arrow. To remove all assigned widgets from the view, select the double left arrow. Result: The widget is removed from the layout to the right of the widget lists. Note: Another way to remove a widget from a view is to select the x in the top right corner of the widget in the layout. |
| Include Client Information header in the view | Select the Include Client Information header in view checkbox to include the header in the view; optionally select the checkbox for displaying a condensed Client Information header |
| Discard changes to the layout | Select Revert to revert to a blank layout. |