Customize Chart View
Define the widgets that will be available in the Chart View.
- Once available, these widgets can be positioned and sized in the Chart View.
Prerequisites:
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Yes must be selected in the Allow User to Customize View field (View Definition form).
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Widgets must be associated with a user, or user role before they can be accessed in the Home View (User Definition or User Role Definition forms).
Accessing the Customize Widgets screen:
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Click in the Chart View.
Add an Assigned Widget to the Layout
- In the Assigned column, select a widget and drag it to the Default Role Layout.
- The widget outline displays in the layout.
- The widget name now displays in bold in the Assigned column.
- Click Submit to save changes.
Remove a Widget
To remove a single widget from the layout:
- Click the X in the top right corner of the widget outline.
- Click Submit to save changes.
Reload Chart
To restore the Chart View to the layout that was defined by a system administrator:
- Click Reload Chart.
- Click Yes to confirm the change.
- Click Submit to save changes.
Discard Current Changes
To remove any changes made to the view since you began editing:
- Click the icon.
- Click Yes in the confirmation window.
- Click Submit to save changes.