Widgets

What are Widgets?

What are Widgets?

Go to Admin UI >> more (drop-down menu) >> Widgets

This portal contains a variety of widgets -- tools which enable various functions -- that can be displayed on the User interface on different pages. They all can be edited by the portal administrator

These are the widgets that can be added to your portal:

  • Accordion Menu:

Displays collapsible content panels for presenting links to multiple Expert or Saved Searches in a limited amount of space.

  • Announcements:

Typically used to let users know of newly added content, or a specific document of relevance, or of upcoming events or conferences, etc. Unlike the Welcome messages which are overlaid at login, the Announcement widgets appear on users' My SinglePoint page or designated Dashboard page. 

  • Headline:

Captures real-time updated search results from Expert Searches. Content determined by Portal Admin. 

  • Headline Placeholder:

Typically placed on My Headlines page and allows users to set up their own Headline widgets.

  • Headline Cards:

View your selected Expert Search headlines in the cards format, which will expand the information given on the basic Headline widget.  In the Headline Cards, you will see the document title (linked), the source of the document, the date it was published, and the document caption.  This widget can only be used on Dashboards, but not on My Headlines page.

  • Hint:

Free-text widget for posting tips on how to best utilize whatever page the user is on. 

  • MI Analyst Chart:

You may create custom charts out of data gleaned from Expert Searches, to graphically communicate pertinent, up-to-date information about topics that are significant to your work. 

  • Most Popular:

Allows you to present an up-to-date listing of the 5, 10, 15, or 20 most viewed documents from any or all of your content collections. 

  • PDF Viewer (Single, Double, and Triple Wide):

Allows you to upload and view any .pdf document. You may choose the size of the viewer you want, from a single column, double-width, or triple-width. 

  • Poll Widget:

Allows you to pose a question to, and collect and tally answers from, portal users. 

  • Quick Search (Single, Double, and Triple Wide):

Allows you to execute a quick keyword search against any of the content collections provided for you. 

  • RSS:

Really Simple Syndication (RSS) is a tool for content distribution that pulls a live feed from a web site and displays it on your browser or email. This allows you to monitor your saved searches for new hits without having to login to the portal or manage a series of email alerts. 

  • Scheduled:

Text, images, and video can be used to create a message that can be scheduled for a user’s first log-in, or for each log-in, or to appear every X number of days, at your discretion. 

  • Stocks:

Track up-to-the-minute stock prices and trends by entering the ticker symbols of the stocks you wish to follow. 

  • Text (Single, Double, and Triple Wide):

Text boxes are widgets which can present free-text, images, video, or all three. You have a choice of single, double, or triple column width. 

  • Welcome Popup:

The Welcome message is an overlay window viewed by all users for a designated number of logins. Its primary purpose is to give a brief description of the portal's content, and how it can be utilized by the user. 


Only a portal administrator can edit these widgets (change titles and text, activate or deactivate them). Requests to delete widgets altogether or create new ones must be submitted to Northern Light via your program manager.


On this page, you can add a new widget to a portal location of your choice, or search for, edit, or delete an existing widget.


File:WidgetsAdmin_adobe.gif

 

Add/Edit/Delete a Widget

Add New Widget

Click the Add Widget to Custom Location, which will open the Add Widget box, where you choose the location where you want to widget to reside.


Click the link to the page where you want to add the widget. This will open that page’s Widget listing.

Click on the Add Widget button, and then choose to Create New Widget or Reuse Existing Widget. This opens an Add Widget box, where you can choose the type of widget that you wish to add.

When the widget is added to the page’s Widget listing, click on its Change button in order to set it up, or edit it.

 

Edit / Delete Widget

To edit or delete a widget, go to the Widget listing page, and locate the one you want. Click the Edit or Delete link next to the widget’s listing.

If you click Delete, a box will open, asking you to confirm the deletion.


If you click Edit, a Widget Details box will open, providing access to all editable fields in the selected widget.

 

Widget Images

Images used in widgets look best if they are not resized.  Here is a listing of proper image width for each sized widget.

Single Wide Widgets

  • Left or Center Column
    • with padding:       416px
    • without padding: 456px
  • Right Column
    • with padding:       365px
    • without padding: 405px

Double Wide Widgets

  • with padding:       892px
  • without padding: 932px

Triple Wide Widgets

  • with padding:       1320px
  • without padding: 1360px
 

Visual Editor

Using the Visual Editor

To manage the content in your widgets, use the Visual Editor, a built-in tool in the portal Admin UI. It allows you to format your widget text, add links, insert images, etc. the Visual Editor is organized as a toolbar located at the top of Widget Text box.

File:VisualEditor.gif


File:EditorKey2.gif

 

 

Text Options

  • Paragraph

Drop-down menu, giving options for a variety of text section styles.

  • Font Family

Drop-down menu, giving options for a variety of different fonts.

  • Font Size

Drop-down menu, giving options for a variety of font sizes.

 

Instructions for Adding Images to Widgets

1. Preferred format – JPEG, GIF, or PNG.

2. Preferred width – no more than 450 pixels.

3. You may wish to use a third-party graphics editors to resize images, as they may have more facilities than our built-in editor.

To add an image to a widget on the Widget Details page, click on the Insert/edit image icon File:InsertEditImage_new.gif.

This will open the Insert/edit image box.


File:InsertEditImage3 new.gif


Click on the Browse icon in the source field, to find a desired image. This opens Moxie Manager, an image management tool with a number of utilities.

File:Moxie manager.gif

1. Create folders for images for specific topics or sections.
2. Upload image by selecting from your hard drive, or drag an image into the upload box.
3. Refresh the list of uploaded images.
4. Displays images in list form.
5. Displays images as thumbnails.
6. Sort images by name, file size, file type, or modification date.
7. Search tool for downloaded images.

Select desired image, and click Insert. This will return you to the Insert/edit image box. Fill in the Image description field to show this title when the mouse hovers over the image. Click the OK button to add the image to the widget.

Once the image is inserted into the widget, you may also link the image to a specific web page by highlighting the image, then clicking the File:InsertEditLink.gif icon, and adding the desired URL.

 

Expanding Image Size from Text Box in Dashboard

There may be times where you want to add a detailed image to your dashboard, but the size constraints of the Text Box are not conducive to viewing the details. In these cases, expanding the size of the image is imperative.

1. Take screenshot of image at Full Size

2. Insert full sized image into Text Box, using the Insert/Edit Image button File:InsertEditImage new.gif

3. Click on image so that the image boundaries show

File:ResizeImage1.gif


4. Manually resize the image in the Text Box to your desired size by moving the small white boxes on the boundary lines, so that it fits completely in the Text Box

5. Click on the Insert/Edit Link button File:InsertEditLink.gif, and add the URL of the original full-sized image, and click OK

File:InsertLink.gif.


You are linking the modified image in the Text Box to the original full sized image. Clicking the image will now open the full sized version of the image. You may also want to include a text link saying something like "Click to Enlarge," and link that to the full sized image, as well.


6. Go back to the Text Box, make sure it is Active, and then click Save.

File:Active1.gif

 

Widget Details

Below, you will see details of some of the widgets you can use.

PDF Viewer

You can add the PDF Viewer widget on a Dashboard or My SinglePoint page, to upload and view any .pdf document. The document can be viewed statically, or as a slideshow. You may choose the size of the viewer you want, from a single column, double-width, or triple-width. Click the link for the size Viewer you desire, which will open the Widget Details box.

File:PDFViewer_cam.gif

From here, you can customize the following fields:

  • Title: Give the file a name
  • Floating Tips Text: Enter brief description of document
  • Is Active: Check the box to activate this widget
  • Display PDF File: Upload file, up to maximum size of 20 MB
  • Download File: Choose to download file in its Display format, as an uploaded file, or as a link to the document
  • Slideshow Mode: Choose time delay between pages in Slideshow. One page at a time is displayed, and zoom controls are disabled. You may also disable the Slideshow Mode here, if you choose not to use it.
  • Start Playing Slideshow Immediately: Check the box to have Slideshow begin as soon as page is opened
  • Viewer Height: Recommended height for files in landscape is 390 px, and 690 px for files in portrait
  • Header Color: Choose preferred color for viewer's header.

 

MI Analyst Chart

You may create custom charts out of data gleaned from Expert Searches, to graphically communicate pertinent, up-to-date information about topics that are significant to your work.

 

  • Select mode: What comparison do you want to see charted?
  • Select folder: The folder from Expert Searches that holds the search you want
  • Select search: The Expert Search that you want to see charted
  • Chart title: Give the chart an identifying name
  • Select chart type: Pie; Spider; Trends; Bars; Cloud; List; 
           
  • Chart diameter: Size of chart
  • Chart legend height: Size of legend
  • Select facet: Choose one facet to chart
  • Number of results: Choose number of results to chart
  • Floating tips text: Add text to appear when hovering over chart
  • Header color: Choose from selected colors

 

 

Announcement message

Announcement messages are typically used to let users know of newly added content, or a specific document of relevance, or of upcoming events or conferences, etc. Unlike the Welcome messages which are overlaid at login, the Announcement widgets appear on users' My Insights page or designated Dashboard page.

Go to the My SinglePoint Widgets page or Dashboards page depending on where the announcement should be shown. Click on the widget's Change link.



There, you will see a listing of previously created announcements, with the option to edit or delete them. You will also see the New Announcement button.


Click the New Announcement button, which will open this page:

The Announcement Details page contains the following fields:

  • Title: - text editable field. This field must be populated.
  • Announcement Text: - text editable field. NOTE: If this field is empty, the widget will not be displayed in the User UI/My Insights page even if it is active. You may add text, images or video here.
  • Publication Date - click on calendar icon to choose date to begin showing Announcement.
  • Expiration Date - click on calendar icon to choose date to no longer display Announcement.

Click Save and the announcement will appear on the designated page, on the designated publication date.

 

Poll

Use the Poll widget to pose a question to, and collect answers from, portal users.

IMPORTANT! When adding a poll to a page, choose the Reuse Existing Widget button.

File:ReuseExistingWidget.gif


 

  • Enter a question, along with an image or video if desired.
  • Provide a selection of answer choices. Click the Add button to add additional answer choices.
  • Check the Poll enabled box to activate the poll.
  • Designate an End date for the poll by clicking on the calendar icon and choosing a date.
  • Click the Save button.

The poll widget can handle one poll at a time. At the end of the polling period, click the View Results link to view the poll results. There is no save or download functionality with the Poll widget, so you must copy the results onto another document if you wish to capture the final results.

To create a new poll, click the Reset Poll button. This which will clear the previous poll's content, and delete the results from that poll.

 

Welcome Popup

The Welcome message is an overlay window, which is viewed by all users for a designated number of logins. Its functionality has two primary purposes:

1. An actual Welcome message to new portal users, displayed upon login for their first few visits to the portal. The Administrator designates the number of times the user will see this message. The Welcome message typically gives a brief description of the portal's content, and how it can be utilized by the user.

2. The Welcome message functionality can also be used for important announcements that need to be seen by all portal users. Again, the Administrator will designate the number of times a user will see this message at login.

Go to Admin UI >> more >> Welcome Popup

The Widget Details page for Welcome messages contains the following fields:

  • Title - text editable field. This field must be populated.
  • Widget Text - text editable field. NOTE: If this field is empty, the widget will not be displayed in the User UI/My SinglePoint page even if it is active. You may add text, images or video here.
  • Is Active check box - clear it if you would like to make the message invisible.
  • Appearance count - indicates the number of logins where users will be shown this message.
  • Modification Date - this field is not editable. It shows date and time when the widget was last modified by the portal administrator.

Headline Cards

You may also view your selected Expert Search headlines in the cards format, which will expand the information given on the basic Headline widget.  In the Headline Cards, you will see the document title (linked), the source of the document, the date it was published, and the document caption

Headline Cards are only available on Dashboards, not on My Headlines or My SinglePoint.