Toolbar buttons are provided in the upper right-hand corner of the minimized and expanded views of all widgets. Buttons vary by widget. The table below the figure describes the function of individual buttons.
Button |
Name |
Function |
Prints the information within the CV widgets from either the minimized or expanded views. If printing from the minimized view of a widget, the information that is presented by default is captured for printing. If you have filtered the information in the widget, the filtered information is captured for printing.
Note: Printing is disabled in the widget toolbar after clicking Show All within a widget.
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Interface Status |
When clicked, provides the status of data sources for the widget. Clicking the icon will open the Interface Status details, where available, in a separate window. |
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Configure Filter |
Allows a user to filter on specific record types or other elements within the widget. Note: After setting a filter, the Close Filter option is enabled in the widget. Clicking Close Filter will restore the full display of records within the widget.
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Refresh |
Triggers a data call to pull data from data sources and reloads the widget data or window display.
Note: Refreshing a widget does not clear any display filters. The widget will reload the data and apply the same previously configured filters (including date filters). |
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Column Settings |
Allows the user to configure the columns displayed within the widget. Hide or show the columns displayed by checking the column names that appear in the pop-up box and checking Apply.
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Close |
Removes the widget from the portal screen or closes the expanded view of the widget.
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