How to create a content block widget

Version: Yurbi v12

Role: Agent or higher

Permission: Agent with modify access to the application


Overview

Content Block Widget is a text editor. This is where you can add text, with formatting. One use case is to add hyperlinks to help resources, put in explanatory text, and embed a hyperlinked image.

1. Creating or Adding a Widget

Click on the Create a Widget button, located at the center of your dashboard.

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Click on the Add a Widget button, at the top-right corner of your dashboard.

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2. Setting Up the Content Block Widget

A pop-up on the right-side will appear where you can configure the widget you want to add.

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Enter your Widget Name

Select your Content Block from the widget type drop-down menu.

Under Widget Content, paste the text you want to show in your dashboard.

Under Widget Permissions, tick off the Hide Title in Widget to hide the widget name in the dashboard.

You can see at the right side the preview of your widget.

Click Save & Apply

The report will then appear in the dashboard.

 

Remember to save your dashboard for each changes you make!


And there you have it! You now know how to make a content block widget!