Managing Dashboard Tabs

You can add, rename, and reorder tabs. You can also change the page layout and resize the columns. You must have the required rights granted on the dashboard to use some of these commands.

Important: If another member performs the following actions on eiher tabs or widgets, you will be prompted to refresh your dashboard to see the latest modifications:
  • adding
  • removing
  • duplicating
  • reordering
  • moving a widget from one tab to another
  • scrolling or fitting widgets' layout within a tab

If several members are editing the same page at the same time, the more recent changes are applied.

This task shows you how to:

Add a Tab

You can add as many tabs as required to any of your dashboards.

  1. In the top bar, select Add > Tab.
    A new tab automatically labeled is added.
    Tip: You can also quickly add a tab by clicking + on the right of the last tab.
  2. Optional: Rename the tab or keep the default label.

The tab is added.

Rename a Tab

You can rename a tab to fit the scope of the content that you will add later on.

  1. On the right of the tab, click Menu .
  2. Click Rename.
    The Rename Tab dialog box appears.
  3. Enter a new name.
  4. Click OK or press Enter to validate.
    Tip: You can also quickly rename a tab by clicking the name of the tab and pressing Enter to validate the new name.

The tab is renamed.

Refresh a Tab

You can refresh a tab to get the latest version of the layout and of every widget of your tab.

Note: Pressing F5 on your keyboard has the same effect on the selected tab.

From the tab menu , select Refresh.

The content of the widgets and the layout are refreshed.

Reorder Tabs

You can reorganize tabs using drag and drop.

  1. Select the tab.
  2. Drag the tab horizontally to a new location.
  3. Drop the tab into a new location on the tab row.



The tab is moved to the new position.

Managing Widgets Layout within a Tab

You can arrange the way widgets are displayed within a tab by fitting or scrolling them.

You can also add or move widgets using a flexible layout that lets you adjust their position within the tab. Responsive placeholders appear both when you add and when you move widgets.

Furthermore, if you log in to the 3DEXPERIENCE using a desktop and a tablet, you can set different layouts for the same tab for both devices. Each layout will be linked to the type of device. For example, if you access the same tab using different tablets, the layout will be the same for both.

  1. On the right of the tab, click Menu .
  2. Select Fit .
    The widgets are reorganized to fit the available space, by changing their height. In this mode, you can manually resize the widgets width or height using the horizontal and vertical splitters that appear when you hover over the vertical or horizontal borders of contiguous widgets as shown below:
    • Horizontal resize:

    • Vertical resize:

    Note: If you have many widgets and you do not want to keep the new layout, click Scroll to scroll all your widgets without fitting them to the available space.
    Important: This command will modify the layout of the tab in all your devices.
  3. Click Scroll .
    The widgets are rearranged in a scrollable layout. In this mode, you can manually resize a widget width or height using the the horizontal and vertical splitters that appear when you hover over the vertical or horizontal borders of a widget. You can resize it both horizontally and vertically simultaneously by using the handler on either the bottom-right or left corners of the widget .
    Notes:
    • A scroll is not an undo of a fit.
    • If you have previously modified the height of a widget, you may lose it.

Share a Tab

You can share a tab with:

  • users, by selecting a user's name or email, or by generating a link for anyone to use.
    Note: The user's name can only be used when sharing content with someone who has already validated the platform invitation. You can use an email only if:
    • The user has not validated the platform invitation yet.
    • The user has not been invited to the platform and your administrator has activated external sharing.
  • user groups.

  1. You can:
    • In the top bar, select Share > Share Tab.
    • On the right of the tab, click the drop-down arrow and click Share.
    The Share tab: dialog box appears.
  2. Select:
    • To selected members, to share it with a limited number of members. You can find a member or a group by typing their name.
    • To anyone by link, to generate a public link. You can share this link using any collaborative tool like a mail client.
  3. Click Share.

Depending on the selected option, a mail with a personal link will be sent to the selected members or a public link will be generated. The tab is shared.