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Adding widgets to portals

Presentation board icon with a blue background, representing the Create portal step in the flow. Addition symbol icon next to a presentation board with a chart, on a blue background, representing the Add elements step selected in the flow. User icon connected to two points by lines, on a white background, accompanied by arrows pointing right, representing the Share portal step in the flow. Binoculars icon on a white background, representing the View portal step in the flow.

 

Prerequisites

  • “Edit” permission enabled on the Configuration > Access group (CM011) menu.
  • Access to the Portals menu.

 

Introduction

SoftExpert Suite portals facilitate the management of the organization's activities.

One of the resources used to make management easier are widgets. They display information and allow users to interact with the displayed records. 

Widgets can be specific to components or be predefined by SoftExpert Suite.

See below how to perform this operation:

 

Adding widgets

Watch the video below and learn how to add widgets:

 

Conclusion

After adding and configuring the widgets, it will be possible to add vision widgets in order to analyze information through the portal. Access the Using visions in portals article and learn more.


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