Visuals - Widget Home

OVERVIEW

The Widgets Home page allows the user to see a list of all the Widgets in the system and to edit or add more Widgets to the system.

This page will provide information on how to access Adding and Editing functions as well as Duplicating and Deleting Widgets.

---

NAVIGATION

Widgets can be accessed via the Home page menu or the Widgets icon. Once Visuals has been selected from the menu - select Widgets.

• 

---

Add       Edit       Duplicate       Delete      

---

ADD A NEW WIDGET

On the Widget home page, click on the Add New button at the top right corner of the screen.

• 

---

There will be 3 options available from the menu. Select the appropriate option for the Widget being created.

Freehand - select this option to create a Freehand Widget.

Click Here for information on setting up a Freehand Widget.

Messaging - select this option to create a Messaging Widget.

Click Here for information on setting up a Messaging Widget.

Table - select this option to create a Table Widget.

Click Here for information on setting up a Table Widget.

• 

---

Add       Edit       Duplicate       Delete      

---

ACCESS EDITING PAGE

On the Widget home page, click on the 3 Dot ellipsis on the right side of the screen for the Widget that needs to be edited.

• 

---

Select Edit from the menu.

Click Here for information on editing a Freehand Widget.

Click Here for information on editing a Messaging Widget.

Click Here for information on editing a Table Widget.

• 

---

Add       Edit       Duplicate       Delete      

---

DUPLICATE AN EXISTING WIDGET

On the Widget home page, click on the 3 Dot ellipsis on the right side of the screen for the Widget that needs to be Duplicated/Copied.

• 

---

Select Duplicate from the menu.

• 

---

The New Widget window will load with the Properties menu showing. Click in the Name field to enter a name for the duplicated Widget.

• 

---

Click Here for information on editing Properties.

Click Here for information on editing a Freehand Widget.

Click Here for information on editing a Messaging Widget.

Click Here for information on editing a Table Widget.

---

Add       Edit       Duplicate       Delete      

---

REMOVE AN EXISTING WIDGET

On the Widget home page, click on the 3 Dot ellipsis on the right side of the screen for the Widget that needs to be Deleted/Removed.

• 

---

Select Delete from the menu.

• 

---

Select Yes on the warning message to remove the Widget. Select Cancel to keep the Widget.

• 

---

Add       Edit       Duplicate       Delete      

---