How to edit a Widget? I am unable to change the URL value for pre-defined widgets.
You can edit both the pre-defined and the custom widgets. The only exception being the URL value of the pre-defined widgets, which cannot be edited.
To edit a widget:
- Rollover your mouse on a widget to highlight the edit option.
- Click Edit.
- In the Edit Widget page, you can edit the Name, Description, URL(for custom widgets only) and display preferences for that widget.
Select an option to show the widget to all users accessing the customer portal or only to those who have logged in.
- Click Save.
Related Articles
Can I delete a pre-defined Widget?
You cannot delete a pre-defined widget from the customer home page. Please note that you cannot only delete the custom widgets. To delete a custom widget: Rollover your mouse on a custom widget to highlight the Delete option. Click Delete and confirm ...
Can I change the display order of the Widgets and Sections?
You can customize the order in which the sections and the widget are to be displayed in the Customer Portal Home Page. Just drag and drop the sections/widgets according to your needs. Click Preview to see the change and click Save.
Can I create Pre-defined Request Templates?
Yes, you can create pre-defined Request Templates with pre-defined set of values in the Request form fields. Customers or Support Agents can quickly select the Request Template for further action. To add new Request Template, Goto Setup >Templates ...
Is it possible to change my Portal URL?
Yes, you can change your Portal URL. Goto Setup > Admin Settings >Change Portal URL and re-name the portal
How can I edit a Section in the Portal?
You can edit both pre-defined and custom section according to your needs. To edit a section, please do the following, Click the Edit pen following the Section Name you intend to edit. In the Edit Section window, make the necessary changes to the ...