Widget in the Case Manager Dashboard
I have a requirement to display few widgets by default to all the operators in the dashboards.
Please guide me on how to achieve it?
Pegasystems Inc.
IN
In the dashboard, click on the settings gear icon and edit the dashboard as required and click on publish to default. Then same dashboard should be available to all users.
Pegasystems Inc.
IN
After making the changes and publish to default, when you login with other user to same portal, are you not seeing changes?
OR Are you importing your application to some other system and trying it.
If you are importing, you have to package System-User-Dashboard instance as well.
BlueRose Technologies
IN
How to publish to default ?
what do you mean ? I can see only publish ahd publish to workgroup options.
How to make the widget visible by default to all the users who login?
BlueRose Technologies
IN
Hi,
Finally I found the publish to default which was hidden. But now I made the option to be visible for developers.
Now I clicked that option "publish to default", and logged in other end user but Widgets are not shown by default on login.
Could you please help me to understand why publish to default not working?
For your Info: I'm checking in the same environment.
Capgemini
NO
Hi, please follow the following steps to the operators or access groups you want to show up widgets.
- Open up your dev portal and Add Developer access group to that operator. Make it as default access group initially.
- Login using that operator id and Open up portal you want to add widget.
- A gear will be visible in the right top corner.
- Add up dashboard widgets by clicking up that gear icon.
- Add, remove, alter widgets by using drag and drop.
- Once decided, Click down arrow near to publish (use this to reflect current operator alone) and click "Publish to Access group".
- Now login to your dev portal, remove that access group to that operator.
- Now login as that end operator and check whether the dashboard reflects that widget.