How to use widget actions [v11]

Version: Yurbi v11
Role: Agent and higher
Permission:  Agent with modify view permission to the dashboard

Each widget has a menu with different actions:

<b><i>Info Hover</i></b> – The hover over will display the description of the report. — ***Info Hover*** – The hover over will display the description of the report.

<b><i>Zoom </i></b>– it displays the widget in the Report Details view where a user can focus on the report, print, export, and have access to more data options like the chart wizard and data grid filtering options. — ***Zoom*** – it displays the widget in the Report Details view where a user can focus on the report, print, export, and have access to more data options like the chart wizard and data grid filtering options.

<b><i>Move </i></b>– This is only available to users that have modification permission to the dashboard. Not shown to view only users — ***Move*** – This is only available to users that have modification permission to the dashboard. Not shown to view only users

<b>More </b>– provides
additional widget action options — **More** – provides additional widget action options

Edit Widget – Edit widget settings and such name type. This is only available to users that have modification permission to the dashboard. Not shown to view only users.

Delete Widget¬ – Deletes a widget. This is only available to users that have modification permission to the dashboard. Not shown to view only users.

Refresh Widget – Reloads the data in the widget.

Clear Saved Preferences – If the widget report has a prompt and the user saved a default prompt preference, this option will clear that saved preference to redisplay the prompt. This configuration of a dashboard widget is only for rare use cases.

Refresh Prompts – For widgets that have a report prompt, this action will redisplay the prompt after a selection has been made. This configuration of a dashboard widget is only for rare use cases.

Here is an in-depth article regarding Refresh Prompts.

And there you have it! You now know the functions of each widget action and how you can use them based on your needs!

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