Widgets Customization
Custom Widgets
The Custom Widgets are user-defined widgets, created by the users who have Admin privileges using Data Stories (curated visual reports or content).
Lifecycle
The widget lifecycle involves four main stages:
Creation (Curation of Data Story)
Admins create a data story and add it as a widget.
The widget first appears in preview mode on the admin's homepage.
Preview & Publish
Widget Owner previews the content and appearance of the widget.
Once approved by the Widget Owner, the widget is published and becomes visible to all users.
Usage & Control
Users interact with the widget based on their roles:
Viewers and Authors can only view the widget.
Admins can create and edit widget content.
Admins manage visibility using Administration > Security > Manage Homepage Widgets.
Deprecation or Repurposing
When no longer needed, a widget can be:
Deprecated (removed from use)
Repurposed (updated and reused)
Widget Owners
Widget owners are the administrators responsible for managing a widget throughout its lifecycle from creation to deprecation. They control the widget’s content, appearance, access permissions, and visibility on user homepages.
System Widget Owners
By default, all administrators share ownership for system widgets.
Administrators has the capabilities to:
Set widget visibility based on user roles (Viewer vs. Author)
Allow or restrict access to widgets like My Requests, My Notifications
Edit widget titles and descriptions across the platform
Allow or prevent users from resizing or removing widgets
Control over the widget’s content, layout, publishing, and visibility.
Custom Widget Owners
Preview the widget on the homepage before publishing
Set the widget size based on layout requirements
Remove the data story as a widget for updation or deprecation
Custom Data Story Widget - Steps
A Custom Data Story Widget is a personalized widget created by the user who has admin privileges to display a specific data story on the homepage.
The Add to Homepage option provides two choices:
Add as a Custom Home Page Widget
Admin users can add curated Data Stories as custom widgets on the homepage to provide insights for different user groups.
Steps to Add a Custom Widget:
Navigate to the Data Stories module and choose a story of your choice.
Click the nine-dots menu on the selected story and select "Add to Homepage" > Select “Add as a Custom Homepage Widget”.
In the popup:
Enter a title and description for the widget.
Select the relevant checkboxes based on the widget requirements:
Available for Viewers - Makes the widget available to all viewers.
Available for Authors - Makes the widget available to all authors.
Removable by Users - Allows users to remove this widget from their homepage.
Resizable by Users - Allows users to resize this widget from their homepage.
The selected Data Story will now appear as a widget on the homepage for the widget owner. With a preview button to view how it is appearing for other users before publishing.
If the Resizable option is enabled during creation, two additional options for the widget owners are available to define the minimum and maximum widget sizes during preview within which the users can resize the widget.
Click the three-dots menu on the widget and select "Set as Default Size and Publish." to finalize.
Post-Publishing:
After publishing a widget, visibility can be managed in two ways:
The administrator can manage widget visibility for Authors and Viewers by navigating to Administrator > Security > Manage Homepage Widgets.
Push to All User Homepages: Owners can display the widget on all users' homepages (regardless of their current layout) by clicking on the toggle button. This ensures visibility across the organization.
Withdraw from All User Homepages: Owners can remove the widget from all user homepages at once. Typically used when retiring or replacing a widget.
Authors/Viewers who have access to the widget (set by administrator) can show or hide it from their homepage through the My Resources > Manage Homepage Widgets section.
Security
The homepage widgets can be managed by navigating to Administration > Security > Manage Homepage Widgets.
Widget Type
Specifies the type of the widget.
Title
The display name of the widget as it appears on the homepage.
Help Text
A short description or tooltip that explains the widget’s purpose or how to use it.
Widget Owner
Indicates the owner of the widget (System - All Administrator, Custom Widgets - User who had admin privileges who created the widget).
Available for Viewers
Owners can control it by clicking on the toggle button whether this widget is available for Viewer-role users to consume.
Available for Authors
Owners can control it by clicking on the toggle button whether this widget is available for Author-role users to consume.
Removable by Users
Toggle that determines if end-users can remove the widget from their homepage. If disabled, users cannot hide or remove the widget.
Resizable by Users
Toggle that determines if users can resize the widget on their homepage layout. If disabled, the widget will appear in a fixed size.
Push to All User Homepages
Owners can display the widget on all users' homepages (regardless of their current layout). This ensures visibility across the organization.
Withdraw from All User Homepages
Owners can remove the widget from all user homepages at once. Typically used when retiring or replacing a widget.
Widget Status
Indicates the current state of the widget.
Ex: Publish, Preview.
Present in Default Layout
It displays whether the widget is in the default layout set by the administrator.
Present in Users Homepage
It displays whether the widget is present in all Users homepage.
Layouts
The Home Page Widget Layout defines the structure and organization of widgets displayed on a home screen. It allows for a flexible, user-friendly interface where relevant information is presented in a customizable format. The homepage widgets can be adjusted in size by drag and drop, as long as the dimensions remain within the predefined minimum and maximum limits set by the system. This allows flexible layout customization while maintaining a consistent homepage structure.
System Layout
System Layout refers to the predefined home page structure. It ensures that essential widgets and content are consistently displayed to all users, regardless of their personal customization. It contains five default widgets.
My Bookmarks
Helpful Resources
My Requests
Waiting for My Approval (Visible only for Authors)
My Assigned Tasks
Default Layout
The Default Layout is a configured homepage view curated by admins to give users a useful starting point, which they can later customize to fit their needs.
Manage Default Homepage Layouts
Administrators can now set a default homepage layout for all users in the system. They have two main options:
Save as Default Layout
Saves the admin's current homepage as the default.
This layout is applied only to new users or to users who haven’t customized their homepage yet.
Existing user layout preferences are not affected.
Reset All User Homepages
This forces the default layout on all users, even if they have personalized their homepage.
It overwrites everyone's existing homepage layout.
Restore to Default Layout
All Users get a “Restore to Default Layout” button in the Manage Homepage section.
When clicked, it prompts the user for confirmation.
If confirmed, their current layout will be replaced with the admin-defined default layout.
All custom changes will be lost and reset to the standard layout.
Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA USA
Last updated
Was this helpful?