Portlet Display and Functionality

The fields that display in a portlet can be managed to display only the information that is most relevant to you. Some portlets contain multiple tabs to provide alternative views of stored data, or icons that allow you to perform tasks from the portlet. Other portlets contain a Properties icon that allows you to customize the type of information displayed in the portlet.


Column display	To customize the information in a portlet, hover over a column heading until the V icon displays, and click it to open the Sort/Column menu. Click Columns to display a list of available fields, and select the fields you want displayed by clicking in the check box to the left of the field.
Sort option	Click on a column heading to change the sort order of the data. Tip: You cannot sort the data in any of the Recently Viewed portlets.
Resize and Reorder Columns	To resize a column, hover over the right or left border of the column heading until the double bar resize icon appears. Click and drag the border to the desired width. To move a column to a different location in the portlet, click on the column heading and drag it to the left or right, dropping it in the desired location. When the green checkmark icon displays, you are successfully moving the column.
Search option	Enter a keyword or value in the Search field.
Status multi-select list	If present, filter the records that display by selecting one or more statuses.
Tabs	If present, click on a tab to display a different view of the data.
Icons	If present, click on an icon to perform a task.
Properties icon	Click the gear icon to display a prompt or window and modify the properties for the portlet: Active Workflow Items - displays a Configure Tabs prompt to control which tabs display in the portlet. Upcoming Events - displays a Time Span prompt to control the number of days prior to the current date when displaying events that are due for completion. Search Query - displays a Query Selection prompt to load an existing search and run it in the portlet. Charting - displays a Chart Design window to select the type of chart and the search filter to use when displaying the chart in the portlet.
Collapse icon	Click ^ to collapse a portlet so that only the header displays. Click V to redisplay the entire portlet.
Remove icon	Click X to remove a portlet from the Dashboard.
Resize icon	Hover over the triple bar symbol between two portlets until the resize icon displays. Then, click on the icon and drag it to the right to increase the width of the portlet on the left, or drag it to the left to increase the width of the portlet on the right.
Show Items list	To change the number of data records that display on each screen, change the default selection.
Jump to Page option	To view a specific page of records, enter a value in the Page field and press the ENTER key on your keyboard.
Paging option	To move forward or back one page, use the < and > icons. To display the first or last page, use the << and >> icons.
Refresh option	To return the portlet to the default view after a running a search or making changes to the display, click refresh.

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Portlet Display and Functionality

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