Dashboard Editor Behaviors

Dashboard Editor Context Menu

Use the Dashboard Editor context (right-click) menu to quickly access common Dashboard Editor operations.

Search for Widgets

  • Widget Search Control Editor Search Control: Use to search for a Widget by name (ex: Incident or My), description, or type (ex: Gauge).
  • View option : Use to view/hide folders in the Widget tree or show Widgets from other folders (Roles/Users/Teams/Customer Workgroups). If hiding folders in the Widget tree, all Widgets can be displayed at the root node, regardless of how they are organized/stored in the tree.

Select a Widget

  • To select a Widget, click a Widget or click-and-drag (rubber-band) over the Widget. This deselects all other Widgets.
  • A selected Widget is identified by black boxes around the bounding box. The bounding box represents the Widget's vertical and horizontal dimensions.

    Selected Widget.

Select Multiple Widgets

  • To select multiple Widgets:
    • Hold down the CTRL key while you click each Widget in turn.
    • Click-and-drag (rubber-band) over the Widgets you want to select. Any Widget that is included (even partially) in the rubber-band box will be selected.
    • Press CTRL+A to select all Widgets.
  • When multiple Widgets are selected:
    • The Controlling Widget is the last selected Widget, and the Widget against which all other selected Widgets are sized and aligned.
    • The Controlling Widget is identified by black boxes. All other selected Widgets are identified by white boxes.

      Controlling Widget

    • To change the Controlling Widget, hold down the SHIFT key and click a different selected Widget.

Edit Widgets

  • To delete a Widget, click it, and then press the DELETE key.
  • To edit the detailed properties of a selected Widget, right-click>Widget Properties.
  • To undo/redo the previous operation, click the UndoUndo Button or Redo Redo Button button. Unlimited per session.
  • To cut, copy, or paste in a Dashboard or between Dashboards, click the CutCut Button, Copy Copy Button, or Paste Paste Button button. CTRL+X, CTRL+C, and CTRL+V also work. Multiple Widgets can be copied and pasted at one time. Select multiple Widgets by rubber-banding or by holding down the SHIFT key while selecting.
  • To duplicate a Widget, press CTRL+Drag.
  • To move a Widget, drag the Widget.
  • To move a Widget 1 pixel (nudge), press an ARROW key.
  • To move a Widget exactly 10 pixels, press SHIFT+ARROW key.
  • To precisely align a Widget on a grid, toggle Snap to Grid Snap To Grid Button to ON. You can also set the grid snap width (drop-down). Press SHIFT+DRAG to ignore snapping.
  • To precisely align a Widget to other items, toggle Snap to GuideSnap To Guide Button to ON. Press SHIFT+DRAG to ignore snapping.
  • To pan across a Dashboard, press SPACE BAR+MOUSE.
  • To maintain aspect ratio when resizing, hold down SHIFT while sizing.
  • To wrap text in a Text Widget bounding box, click the Text Wrap button Text Wrap Button.