Saving and sharing a dynamic widget
Saving dynamic widget settings
Once a dynamic widget has been configured on your dashboard, it must be persisted so that it is not lost when you load a different dashboard.
This is also required before you can share your widget with other users.
Widget Groups
The best way to persist and share a widget is by adding it to a widget group.
Widget groups define the entries you see when you access the Widgets dropdown from your dashboard. When you select a widget group, it will load all the widgets in that group on to your dashboard.
From Settings - Dashboard Widget Groups you can see a list of all widget groups.
Click on a group name to add the new widget to it, or click on New Dashboard Group to create a new one.
Access the Widgets tab to see a list of all possible widgets - dynamic and standard - that can be added.
Locate your new widget and check the Enabled box.
By default this will add the widget with the base configuration. In order to add the widget with the full configuration you have set up - filters, presentation options etc - you should check the box under Copy Current User Settings. This box will not be usable if you have not saved any settings against the widget.
You are the current user - so this means that the widget will be saved to the dashboard with the configuration you currently have on your dashboard.
You can also set a position for the widget.
Make sure you click on Save at the bottom of the screen.
Users of the widget group may need to re-select the group from the menu before they see the new widget.
Assigning a widget to specific users
It's possible to directly assign a dynamic widget to an individual user.
To do this, go to Settings - Users and select the user. Click on the user's Dynamic Widgets tab.
Locate the widget - you can use the search bar to help with this.
Check the leftmost box to enable the widget for that user.
By default this will add the widget with the base configuration. In order to add the widget with the full configuration you have set up - filters, presentation options etc - you should check the box under Copy Current User Settings.
You are the current user - so this means that the widget will be saved to the dashboard with the configuration you currently have on your dashboard.
You can also set a horizontal position for the widget, and enter a number to influence the order of the widget. A higher number will place the widget lower on the user's dashboard.
Users will be able to tweak this positioning themselves so it's fine to leave the default values.