Dashboard Editor Behaviors

The Dashboard Editor has built-in behaviors and functions that are useful when creating or editing a dashboard.

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 (example: Incident or My), description, or type (example: 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 Widgets tree, all widgets can be displayed at the root node, regardless of how they are organized/stored in the tree.

Select a Widget

Select 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, you can either:
    • Hold down the Ctrl key while you select 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 is 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 select a different selected widget.

Edit Widgets

  • To delete a widget, select it, and then select the Delete key.
  • To edit the detailed properties of a selected widget, right-click and select Widget Properties.
  • To undo/redo the previous operation, select the UndoUndo Button or Redo Redo Button button. Unlimited per session.
  • To cut, copy, or paste in a dashboard or between dashboards, select the Cut Cut 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, select Ctrl+Drag.
  • To move a widget, drag the widget.
  • To move a widget 1 pixel (nudge), select an Arrow key.
  • To move a widget exactly 10 pixels, select the 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). Select Shift+Drag to ignore snapping.
  • To precisely align a widget to other items, toggle Snap to Guide Snap To Guide Button to ON. Select Shift+Drag to ignore snapping.
  • To pan across a dashboard, select Spacebar+Mouse.
  • To maintain aspect ratio when resizing, hold down the Shift while sizing.
  • To wrap text in a text widget bounding box, select the Text Wrap button Text Wrap Button.

Dashboard Theme Behaviors

When adding controls to a dashboard, controls inherit their properties (border color, background color, font, etc) in line with the following behaviors:

  • New dashboard with no theme applied: New controls use existing system default values.
  • New or edited dashboards with a universal theme applied: New controls use universal theme values.
  • New or edited dashboards with a classic theme applied: New controls use classic property keys with values from the classic theme.
  • Exception: When widgets are added to a dashboard, these retain the keys and values from the widget theme, not that of the host dashboard.