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Important: Widget dashboards are a completely separate feature from the system's main application dashboard. Every widget dashboard is either a standalone application, or a page within another application.
If you have access to a widget dashboard application or page, you can personalize the content by manipulating widgets in the available zones:
Individual widgets are enclosed in containers with a header and a set of action buttons. To manage the widgets on the dashboard, use the appropriate actions.
Use drag-and-drop to change the location of widgets. To pick up a widget, hover over its header, hold down the mouse button and drag the widget to the desired position. This works both for modifying the order of widgets within a zone and moving widgets to a different zone.
The overall design and initial content of a dashboard is determined by its page template. You can manage dashboard templates in the Page templates application. The templates of the default dashboards are in the Dashboard pages category.
Note: Dashboard templates must have the Template type property set to Dashboard page on the General tab.
Set up the actual content of the template on the Design tab:
You can define two types of zones on dashboard templates:
To alter the placement, size and amount of zones on the template, edit the code of the page layout on the Layout tab.
Add the Widget actions web part into the fixed content of every dashboard template. The web part allows users to:
You need to configure the properties of the Widget actions web part according to the following:
On the Sites tab, you can assign the template to individual websites. The site bindings do NOT determine where you can create dashboards based on the template. They only ensure that the system exports/imports the template along with the assigned sites.
To learn how to assign a page template to a specific dashboard page, see Adding widget dashboards to the interface.
To make a widget usable as a dashboard component:
Note: The user type security settings of the widget apply on dashboards. Select whether the widget is usable by all Authenticated users, Global administrators only or members of Authorized roles.
If a widget is also allowed for other types of zones, for example user zones on the live site, you can make properties available only when configuring widget instances on dashboards: