Plug-in setup

1. Open the dashboard and the dashboard tab that you would like to edit.

2. Select Enter Design Mode .

3. Locate the frame to which you would like to add a plug-in.

4. Select Add Plug-in at the bottom of the frame. The following pop-up appears:

   

5. Select Create a New Plug-in. The tool expands to display all plug-in options:

   

6. Select the type of plug-in you want to create.

7. Select Create Plug-in at the bottom of the dialog. A new plug-in is added to the frame, and the appropriate Add pane appears on the right.

8. Complete the form fields as required/desired.

9. When you are finished, select Save. The new plug-in appears in the frame.

10. When you have finished adding plug-ins, select Exit Design Mode in the dashboard tab column to complete the action.

Once you have created a plug-in for a user, you can copy it to other users' dashboards.

1. Open the desired dashboard and dashboard tab.

2. Select Enter Design Mode .

3. Locate the frame to which you would like to add a plug-in.

4. Select Add Plug-in at the bottom of the frame. The following pop-up appears:

   

5. Select Copy Another Plug-in. The tool expands to prompt you to locate the plug-in you want to copy.

   

6. Select whether the plug-in belongs to another user, is part of a shared tab or is part of a shared tab group.

7. What do you want to do?

   • To choose another user's plug-in:

     1. Select User. A list of existing users appears.

     2. Locate and select the desired user. A list of the user's dashboard tabs appears.

     3. Select the desired dashboard tab. A list of available frames appears.

     4. Select the frame that contains the desired plug-in. A list of plug-ins appears.

     5. Select the plug-in you want to copy to the selected dashboard tab/frame.

     6. Select Copy Plugin. The system adds the plug-in to the selected frame.

   • To choose a plug-in from a shared tab or shared tab group:

     1. Select Shared Tab or Shared Tab Group. A list of shared tabs or tab groups appears, categorized by module or user group.

     2. Select the desired module or user group. A list of frames appears.

     3. Select the frame that contains the desired plug-in. A list of plug-ins appears.

     4. Select the plug-in you want to copy to the selected dashboard tab/frame.

     5. Select Copy Plugin. The system adds the plug-in to the selected frame.

8. When you are finished copying the plug-in(s), select Exit Design Mode in the dashboard tab column to complete the action.

   If you wish, you may now edit the plug-in without altering the original. See instructions below.

1. Open the dashboard and dashboard tab that contains the plug-in you want to edit.

2. Select Enter Design Mode .

3. Select Edit Properties next to the plug-in you want to edit. The appropriate Edit Plug-in pane appears on the right.

4. Modify the settings as desired.

5. Select Save.

6. When you are finished editing the plug-in(s), select Exit Design Mode in the dashboard tab column to complete the action.

1. Open the dashboard and the dashboard tab from which you would like to remove a plug-in.

2. Select Enter Design Mode .

3. Select Edit Properties next to the plug-in you want to remove. The appropriate Edit Plug-in pane appears on the right.

4. Select Delete at the top of the pane. A confirmation message appears, asking if you are sure you want to delete the plug-in.

5. Select OK. The plug-in is removed from the frame.

6. Select Exit Design Mode in the dashboard tab column to complete the action.