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Component Gallery and Component Categories

Dashboard contains default categories within the Components Gallery to help you organize components.

This section describes how to work with categories within the Components Gallery to help you organize components.

You can add categories, edit or delete user-defined categories, and add or remove components from categories.

Note Categories are not mutually exclusive; you can assign a component to more than one category.

ClosedTo access:

In the Executive Dashboard, click the Component Gallery button.

In a Dashboard page, click the Add component button.

ClosedCreate a New Category

Dashboard is provided with categories to which components are assigned. To add a new category:

  1. Click the Component Gallery button on the Page Management toolbar, then click the New Category button (on the left section of the dialog box).
  2. In the New Category dialog box, enter the name of the new category.
  3. Click OK.

You can then assign existing components to the category, or add new external components to the category.

ClosedRename a User-Defined Category

To rename a user-defined category:

  1. Select the category and click the Edit Category Name button.
  2. In the Edit Category dialog box, change the name of the category.
  3. Click OK.

Note that default categories (marked with a icon) cannot be renamed.

ClosedDelete a User-Defined Category

To delete a user-defined category, select the category and click the Delete Category button.

Note that default categories (marked with a icon) cannot be deleted.

ClosedAssign a Component to a Category

To assign a component to a category, select it and select the Categorize button in the toolbar (right side). In the Categorize Component dialog box that opens, select one or more categories to which you want to assign the page or component, and click OK.

ClosedModify Category Assignments of a Component

To change the category assignments of a component, select it and select the Categorize button in the toolbar (right side). In the Categorize Component dialog box that opens, modify the selection of categories, and click OK.

ClosedComponent Gallery Dialog Box

User interface elements are described below (when relevant, unlabeled elements are shown in angle brackets):

UI Element

Description
<Left pane>

New category. Click to create a new category. The New Category dialog box opens where you can enter the name of a new category and click OK to save it.

Edit Category Name. Select the relevant category, and click the button to edit the category. The Edit Category Name dialog box opens where you can change the name of the category and click OK to save the change.

Delete Category. Select the relevant category, and click the button to delete it.
<List of categories>

The pane lists the categories.

  • When you select/clear Categories all categories are selected/unselected.
  • indicates that you cannot edit the corresponding category.
  • indicates that this category groups all the components that are not assigned to a category.
<Right pane>

Add External Component. Click to add an external component to the gallery of components. The New Component dialog box opens. For details, see Customized Static or Dynamic URL Component.

Edit Component Properties. Select the relevant component, and click the button to edit the component. The Edit Component dialog box opens where you can change the selected component configuration. For details, see Customized Static or Dynamic URL Component.

Delete Component. Select the relevant component, and click the button to delete it.

Categorize Component. Select the relevant component, and click the button to specify the component's category. The Categorize Component dialog box opens where you can select one or more categories.
Search

Enter a string to display all the components whose name includes the string.

<Components>

A list of the available default and customized components for the selected category.

Click the icons below to access the documentation for the relevant component.

 

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