Widget Library

Introduction

In this screen users will have an option to customize their dashboard screen layout. Various widgets which can be part of the users dashboard screen will be listed in the ‘Widget Library’. Users will have to select the desired widgets to bring them to the dashboard screen.

Note:

1. Users can customize their ‘Dashboard’ by adding or removing the widgets from their dashboard as long as they have access to the particular widget. For example, If a user is not having a loan account, loan accounts widget will not be present in the widget library. So the user will not be able to link the widget related to the loans functionality.

2. If a user has already linked a widget to the dashboard and the access to the functionality/account type is revoked at a later point of time an error message “No Access to this Widget” will be displayed. The user will not be able to view the widget title related to that functionality/account type for the related menu option in the widget library as well.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Search Criteria

Activity

Select the look up value to search for the activity types

Note:

Look up will list all the possible activity types of widgets

Functionality

Select the look up value to search for the functionality of the widget

Note:

Look up will list all the possible functionalities of widgets.

WidGEt List

Select

Select the widget for addition or deletion from the dashboard.

Widget Title

Displays the title of the widget.

Widget Functionality

Displays the functionality of the widget.

Widget Activity

Displays the activity of the widget.

Widget Status

Displays the status of the widget as to whether it is added to the dashboard or not.