SE Suite |
See below the customized SE Suite Widgets.
Last accessedThis widget lists the last pages you have accessed in the system. No configuration is required to use this widget in a portal.
Quick actionsThis widget allows listing the quick actions of the system. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. In the configuration panel, define a Title for the widget and then select the component and the quick actions available for this component. Click on the "Save" button to implement the configuration. It is worth noting that the quick actions can only be executed by users with the permission to execute the action in the system menus.
BirthdaysThis widget lists the system users whose birthdays are celebrated that week or that month. When dragging this element to the portal, it will be necessary to configure which employees will be displayed by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the following options:
My team activitiesThis widget is suitable for users who have subordinates and wish to track their tasks. By dragging this element to the portal, it will be necessary to configure which tasks will be listed and how to view them:
The first column of this widget lists your subordinates, and the last columns list the number of tasks each user has in each status. By clicking on the task of a user listed in the portal, the widget will be updated with the tasks of the respective user, and it will be necessary to click on the "Back" button to return to the employees listing.
NotepadThis widget displays informative notes in the portal. When dragging a notepad to the portal, it will be necessary to enter a title for the note and its content, which allows editing with Rich Text. After entering the content of the note, click on "Save".
Full text searchThis widget displays a field in the portal that allows performing a system-wide search. By dragging this element to the portal, it will be necessary to configure whether the search will be performed in all system components or in a specific component. Click on the "Save" button to implement the configuration. The widget will display the component name in its title if the search is configured to be performed in a specific component.
Saved searchesThis widget allows listing the searches saved in the system. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure which saved searches will be displayed in it: ▪All: By checking this option, no additional configurations will be necessary. This option allows displaying all saved searches, as long as they have been saved as public; otherwise, only the author of the search can access it. ▪Per component: By checking this option, it will be necessary to select the components that have the saved searches that will be listed in the widget. This option allows displaying only the searches from certain components, as long as they have been saved as public; otherwise, only the author of the search can access it. ▪Specific: By checking this option, it will be necessary to select, in the respective field, the specific searches that will be listed in the widget. This option allows displaying only the selected searches, as long as they have been saved as public; otherwise, only the author of the search can access it. ▪My searches: By checking this option, no additional configurations will be necessary. This option allows displaying all saved searches performed by the logged user. ▪Public: By checking this option, no additional configurations will be necessary. This option allows displaying all searches saved in public mode.
Click on the "Save" button to implement the configuration. It is worth remembering that private searches can only be accessed by you or the search author. For a saved search to be accessed by any portal user, make sure to share it as Public.
FavoritesThis widget lists your favorite records. By dragging this element to the portal, it will be necessary to configure which favorite records will be displayed: from all components or from a specific component. Click on the "Save" button to implement the configuration. The widget displays the name of the component in its title if the displayed favorites are from a specific component.
Menu optionsThis widget allows listing certain system menus. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the menus:
Display in the format of: Select whether the menus will be displayed as a grid or a list. Open in a new tab: Check this option so that the menus of this widget are displayed in a new tab. If this option is unchecked, when accessing a menu of this widget, the portal screen will be reloaded and the menu will be displayed. Screen: Use the menu name or code to locate it. As soon as the menu is selected, click on "Add". At this point, a new "Screen" field will be displayed, allowing the user to add new menus to the widget. Repeat this procedure until all desired menus are configured in the widget.
Click on the "Save" button to implement the configuration. Tip: During menu configuration, use the menu code to facilitate locating the desired menu.
KanbanThis widget lists the activities of certain components by using the Kanban method. To use this element in a portal, it will be necessary to define a title for the widget, the control period and the components whose activities will be displayed in the Kanban. Details on how to configure this widget can be viewed in the documentation of the components that allow listing their activities in Kanban: Workflow, Incident, Problem, Asset, Maintenance, Calibration, Action Plan, Project and/or Time Control.
External linksThis widget displays external links as cards. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the URL of each link:
Display in the format of: Select whether the links will be displayed as a grid or a list. Title/URL: Enter a title for the link and its URL next to it. As soon as the fields are filled out, click on "Add". At this point, a new line will be displayed with the "Title" and "URL" fields, allowing the user to add new links to the widget. Repeat this procedure until all desired links are configured in the widget.
Click on the "Save" button to implement the configuration.
Portal listThis widget allows listing certain system portals. When dragging this element to the portal, it will be necessary to configure the widget by clicking on the configuration link available in the widget. On the configuration panel, define a Title for the widget and configure the display format and the portals/tabs to be displayed:
Display in the format of: Select whether the portals will be displayed as a grid or a list. Portal/Tab: Select the portal and the respective tab that will be displayed in the widget. When accessing the portal through the widget, it will be displayed in the configured tab. As soon as the fields are filled out, click on "Add". At this point, a new line will be displayed with the "Portal" and "Tab" fields, allowing the user to add new portals to the widget. Repeat this procedure until all desired portals are configured in the widget.
Click on the "Save" button to implement the configuration.
Most accessedThis widget lists the system pages you have accessed the most. No configuration is required to use this widget in a portal.
Stage gateThis widget graphically displays the life cycle of certain system records. In order to use this widget, it will be necessary to create a name for it, to define the columns in the matrix, and to map the status of the objects to be displayed in each column. It is possible to define for each column the audit (SE Audit) and item revision (SE PDM) statuses.
To add new lanes, click on the "Add lane" button. Define the name to be displayed on each column and, if it is necessary to delete a column, use the "Delete" option below the title field of the column to be deleted.
Click on the "Save" button to implement the configuration.
My tasksThis widget lists your tasks. By dragging this element to the portal, it will be necessary to configure which tasks will be listed and how to view them:
This widget allows displaying the execution or tracking tasks of a certain status (past due, close to due date or on time).
Web pagesThis widget allows displaying the content of a web page directly in the portal. By dragging this element to the portal, it will be necessary to configure a title for it, as well as the URL (that uses the HTTPS protocol) and the number of minutes for the system to reload (update) the page. Click on the "Save" button to implement the configuration.
|