Managing Widgets

A number of capabilities let you work with your widgets in your dashboard to best fit your needs. 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 either tabs or widgets of a shared dashboard, 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:

See Also
3DDashboard Widgets

Add Apps

You can add widgets to a dashboard from the Compass.

From the Compass select either of the following:
  • Click the widget.

    The widget appears in preview mode, and you can access the following:

    • Help. If any, opens the contextual help. Otherwise, opens the online 3DEXPERIENCE User Assistance at https://help.3ds.com.
    • Preferences. If any, opens the app's preferences. If you change the preferences, save the changes and then refresh the page or close the app before adding it to the dashboard, the new preferences are lost.

      For more information about your widgets preferences, see the user assistance of your widget.

    • Refresh. If the content of the app has been updated while the app was in preview mode, it displays an updated content view.
    • Pin to dashboard . Click it then click Add to add the widget to the current tab. To select a different dashboard or tab, select one in the lists.

  • Select the widget, drag it to the location of your choice.

    If your widget can be launched from different platforms, and you have not selected one in the Compass yet, select one in the list, and click Add.

    Tip: You can select a different platform for your widget:
    • Before dragging it, in the Compass, on the right of the widget icon .
    • Once you have added it to a dashboard, by selecting one in the 3DEXPERIENCE Platform field of the widget preferences . Do either of the following:
      • See Edit Widgets Preferences.
      • On the header of the widget, click to select a platform in the list.
        Note: The icon appears only if the selected platform for the given widget is different from the one displayed in the top bar.

    Note: If your dashboard contains more than a tab, and you want to drop it to a different one, drag and drop it over the one of your choice.

Notes:
  • If your app is a Web Page Reader, a Quick Links, a Feed Reader or a Media Links, you can also add web content at the same time. For more information, see Pinning Web Content to a Dashboard.
Notes: Furthermore, you can also add apps as described here below:
  • If a user wants to share an app with you, a link can be sent by email or any other collaborative tool. Click the link to add this app to your dashboard.
  • 3DSwym or 3DSwym Content apps let you add a new 3DSwym Content app on a specific item. In the top-right corner of the app, click Pin to this tab .
  • The search results window lets you access more information on 3DSwym items. In the bottom-right corner of the app, click Open in a 3DSwym app .

Select a Platform for your Widget

If you are on the cloud, and your widget can be launched from different platforms, you can switch from one platform to another.

Before you begin: The widget has already been added to a dashboard.
Note: A platform can also be selected before adding it to a dashboard. See Add Apps.
Select a platform in 3DEXPERIENCE Platform field of the widget preferences by doing either of the following:
  • See Edit Widgets Preferences.
  • On the header of the widget, click to select a platform in the list.
    Notes:
    • The icon appears only if the selected platform for the given widget is different from the one displayed in the top bar.
    • If your widget is in full-screen mode, you can select a platform by doing either of the following from the top bar. Click:
      • .
      • the platform name.

      For more information, see Switch to Full-Screen Mode.

The new platform is applied to the current widget.

Tip: On the header of the widget, you can hover over to check the name of the platform if the selected platform for the given widget is different from the one displayed in the top bar.

Minimize Widgets

You can minimize widgets to reduce the space they use within a tab.

On the top-right corner of the widget, click Minimize.
The widget is minimized. Click Restore to display the widget's content again,
Note: In minimized mode, you can neither access its preferences nor refresh it.

Maximize Widgets

You can maximize widgets to fit the available space in the screen and display a detailed view of the widget content.

Important: In maximized mode:
  • A widget may activate its own specific commands in the top bar.
  • The Duplicate command is not available.
  • 6WTags lets you:
    • Create tags on selected content.
    • Select local tags:
      • If you select 6WTags in a dashboard containing several widgets, the tags displayed are those linked to the content of the widgets of the current tab that are tag-compliant, and the selected tags are displayed in the Selected Filters section.
      • When a widget is maximized, the tags selected before maximizing it are kept. If other tags are selected, the Selected Filters section is split into two sections: Current Tab for the first tags and Current Widget for the new selected tags. A filter icon on the top right corner of the widget informs you that it is locally tagged. If you exit the maximized mode, the current widget tags are removed from 6WTags, but remain applied to this widget, the filter icon reminds you that the content is filtered. If the same widget is maximized again, the current widget tags reappear in 6WTags.
      • If you had previously selected tags while the widget was in full-screen or highlighted mode, these specific tags are also visible when you maximize the widget.
        Note: Highlighting or switching a widget to full-screen mode displays the same filtered results.

Select Menu > Maximize.
Notes:
  • You can also maximize it by double-clicking the header of the widget.
  • Click Restore or double-click the header of the widget to resize it to the original position.
  • If you close your browser then open it again, the maximized mode is kept. If yo refresh your browser, the selected mode is kept too.

Edit Widgets Preferences

When available, you can edit widget preferences to customize your experience.

Note: See your apps documentation to know more about setting their specific preferences.

  1. On the top-right of the widget, click Menu > Preferences .
  2. Change the widget preferences.
  3. Click Save.

Your new preferences are saved.

Share Widgets

You can share a widget with users, by using their names or email, or user groups by using the user group name, or by generating a link to the widget.

Note: You can select a name only 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.

  1. On the top-right of the widget, click .
  2. Select Share.
  3. Select:
    • Share a copy of this widget by email with the following users to share it with a limited number of members or user groups. You can find a member or user group by entering their name.
    • Share a copy of this widget by link with anyone to generate a public link. You can share this link using any collaborative tool like a mail client.
  4. Click Share.
    Depending on the selected option, an email containing a personal link will be sent to the selected members or a public link will be generated.

Duplicate Widgets

You can duplicate any widget of your dashboard to quickly populate a tab using the same template. You may need to customize the duplicated widget preferences to fit your needs.

  1. On the top-right of the widget, click .
  2. Click Duplicate.

You can edit the duplicated widget preferences to fit your needs.

Refresh Widgets

You can refresh a widget to get the latest version of its content.

Note: When running this command, some widgets may behave differently. For more information, see the app's user assistance guide.

  1. On the top-right of the widget, click .
  2. Select Refresh.

Switch to Full-Screen Mode

You can switch a widget to full-screen mode to take advantage of all the space of your screen, and let you focus on your work.

Important: In full-screen mode you cannot duplicate or remove the widget.

On the widget header, click Full Screen.

Important: In full-screen mode:
  • A widget may activate its own specific commands in the top bar.
  • If your widget can be launched from different platforms, the Platform Selection is available.
  • 6WTags lets you:
    • Create tags on selected content.
    • Select local tags:
      • If you select 6WTags in a dashboard containing several widgets, the tags displayed are those linked to the content of the widgets of the current tab that are tag-compliant, and the selected tags are displayed in the Selected Filters section.
      • When a widget is switched to full-screen mode, the tags selected before toggling to this mode it are kept. If other tags are selected, the Selected Filters section is split into two sections: Current Tab for the first tags and Current Widget for the new selected tags. A filter icon on the top right corner of the widget informs you that it is locally tagged. If you exit the full-screen mode, the current widget tags are removed from 6WTags, but remain applied to this widget, the filter icon reminds you that the content is filtered. If the same widget is switched to full-screen mode again, the current widget tags reappear in 6WTags.
      • If you had previously selected tags while the widget was in highlighted or maximized mode, these specific tags are also visible when you toggle to full-screen.
        Note: Maximizing or highlighting a widget displays the same filtered results.
Notes:
  • To exit the full-screen mode, press Shift + F11, or from the top bar, click Exit Full Screen.
  • If you close your browser then open it again, the full-screen mode is kept. If you refresh your browser, the selected mode is kept too.

Delete Widgets

You can delete any widget from a dashboard.

Note: If you mistakenly removed a widget you can add it again later.

  1. On the top-right of the widget, click .
  2. Select Delete.
  3. Click OK to validate.

    You can recover the deleted widget during a limited period of time. For more information, see Recovering Deleted Items.

    Notes:
    • If you use Mozilla Firefox or Safari browsers, please wait until the Click to undo message disappears, otherwise the item might not be deleted.
    • If you remove a 3DSwym widget then recover it, the name of the widget becomes 3DSwym - 3DSwym Social Collaboration and Innovation. If you want to display the original widget name remove it then add it again to the dashboard.

Access Widget Help

You can access the specific user assistance of a widget.

Context:

Note: If the widget user assistance is not yet available, the Welcome to the 3DEXPERIENCE User Assistance page will be displayed instead.

On the top-right of the widget, click Menu > Help.

Move Widgets

You can move a widget within a tab or from one tab to another.

  1. Select the header of the widget and do either of the following:
    • Drop it to a new position within the tab.
    • Drag and hold it over the target tab until the tab becomes blue underlined.
  2. Drop it.

Highlight Apps

You can highlight an app under a tab to filter its specific content using 6WTags.

Before you begin: The app must be in restored mode. If the app is in minimized or full-screen mode, the header cannot be highlighted.
  1. Select the header of an app.
  2. In the top bar, click 6WTags.

The tags displayed are those specific to the highlighted app.

Important: When highlighted:
  • 6WTags lets you:
    • Create tags on selected content.
    • Select local tags:
      • If you select 6WTags in a dashboard containing several widgets, the tags displayed are those linked to the content of the widgets of the current tab that are tag-compliant, and the selected tags are displayed in the Selected Filters section.
      • When a widget is in highlighted mode, the tags selected before switching it to the new mode are kept. If other tags are selected, the Selected Filters section is split into two sections: Current Tab for the first tags and Current Widget for the new selected tags. A filter icon on the top right corner of the widget informs you that it is locally tagged. If you exit the highlighted mode, the current widget tags are removed from 6WTags, but remain applied to this widget. The filter icon reminds you that the content is filtered. If the same widget is switched back to highlighted mode, the current widget tags reappear in 6WTags.
      • If you had previously selected tags while the widget was in full-screen or maximized mode, these specific tags are also visible when you highlight the widget.
        Note: Maximizing or switching a widget to full-screen mode displays the same filtered results.

To restore the tags of all the apps of your tab, click the header of the app again.