Users can customize both the Widget type, and the items that the widget features. Below is a table listing the widget types available to end users as well as the available items for these widgets
System Administrators will set default widgets for users based on their forecasted needs. It is still encouraged to customize these widgets based on job requirements.
Users can customize the following widgets:
1. My Objects Widget
2. My Documents Widget
3. My Performance Widget
3. My Actions Widget
3. My Performance Chart Widget
3. My Post & Replies Widget
3. My Actions Pending Widget
Users are provided a variety of criteria and filters that allow these Widgets to be customized. When these filters are used and combined, they follow 2 general rules.
Rule | Description |
---|---|
AND | AND clauses allow users to examine information with greater depth by providing more filters for data being queried. The result of using filters with AND clauses are that less data will be featured in the Widget. |
OR | OR clauses allow users to examine information with greater scope by providing users with data that meets various sets of criterion. The result of using filters with OR clauses are that more data will be featured in the Widget. |
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