Work with IXM One widgets

⚙️ For administrators

As an admin, you can manage widgets, widget templates, and widget variants in IXM One.

Add widgets to widget groups

To fill your widget group with widgets, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select [Widget templates].

4. Add widgets to your widget group in the following ways:

   • Drag and drop widgets from the Dashboard widgets pane into your widget group and click Create new variants for the selected widgets in this widget group.

   • Click Upload to upload a new widget as a .dash.zip file and drag and drop the newly uploaded widget into your widget group.

Create a widget variant

You can have an additional variant of the same widget in a widget group to display different information.

To do so, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select your widget group.

4. In the Dashboard widgets pane, select the widget that you want to create a variant of.

5. Click Create > Create new variant.

The variant immediately appears in the Dashboard widgets pane.

Edit widgets

To edit widgets and widget variants, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select a widget group.

4. In the Dashboard widgets pane, select the widget that you want to edit.

5. Click Edit and make your changes.

6. Click Save to save your changes.

Delete widgets

To delete widgets, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select a widget group.

4. In the Dashboard widgets pane, select the widget that you want to delete.

5. Click Delete.

6. In the subsequent dialog, confirm with Yes.

Replace widgets

To replace a widget with a newer version, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select [Widget templates].

4. In the Dashboard widgets pane, select the widget that you want to replace.

5. Click Tools > Replace widget.

6. Upload the new widget.

Edit widget thumbnail

To change a widget's thumbnail image, perform the following steps:

1. Go to Administration > Dashboard.

2. Select the Widgets tab.

3. In the Widget groups pane, select a widget group.

4. In the Dashboard widgets pane, select the widget that you want to edit.

5. Click Tools > Edit thumbnail.

6. In the Thumbnail window, click Add.

7. Upload the new thumbnail image as a JPG, PNG, or GIF file.

8. Click Close to save the change.

Note

If you can’t see the thumbnails in the Dashboard widgets pane, click Configure columns in the top right and select Thumbnail.