Widget Toolbar Buttons

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

print.PNG

Print

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.

 

info.PNG

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.

filter_ping.PNG

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.

 

refresh2_ping.PNG

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).

columns.PNG

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.

 

close.PNG

 

Close

Removes the widget from the portal screen or closes the expanded view of the widget.

 

 

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