Customizing Home page features

If you are authorized, you can add action buttons, links, charts, feeds, and saved searches to the various sections of your Home page. For more information about customizing the record grids, see Customizing record grids.

To add new objects to the Home page form, drag them onto the form and then configure each object to suit your needs. A green check mark appears on the dragged object when you are over an available location so you cannot place them in a wrong location, and the system checks for required information when you save the console. 

When you are finished customizing the Home page console, you can save your settings as a custom console or, at any time, return and restore the settings to their defaults. 

The following topics are provided:

To customize Home page features

  1. At the top left of the working area, click Customize.
    The Console: Home pane appears at the bottom of the window, showing the View Properties pane. You can modify the settings as desired but are not required to do so. Required fields for each section are identified in the applicable steps.
  2. Modify the settings of your customized view:
    1. In the left pane, click View Properties.
    2. Modify the Title and Container Type fields as desired. You can select from the containers for which you are authorized.
  3. Modify the console settings:
    1. In the left pane, click Console Properties.
    2. Modify the Name and Description fields as desired.
    3. In the Widget Location field, select where on the page you want the Widgets pane to appear (Top, Left, Bottom, or Right). Top is the default.
  4. Modify the buttons at the top of the working area:
    1. In the left pane, click Actions.
      The available actions appear, such as New Item (for creating new records) or URL (for adding a link).
    2. Drag an action on to the Drag actions here ribbon.
      The Action Properties pane opens and a new button appears on the action ribbon.
    3. In the Title field, enter a new title for this button, such as New Ticket.
    4. In the Item Definition field, select the type of record that the action will create, such as a ticket in a workspace.
      You can select from any container and item for which you are authorized. The Action Description field is read-only.
    5. Do any of the following:
      • To modify an action, select it and change the fields shown in the left pane.

      • To remove an action, select it and click Remove at the bottom of the Actions Properties section.

      • To re-add a removed action, select it in the left pane and drag it onto the canvas again.

  5. Configure widgets (statistical graphics section):
    1. In the left pane, click Widgets.
      The available widgets appear, such as Chart or RSS Feed.
    2. Drag a widget on to the Drag widgets here section of the right pane.
      If you add too many widgets to view at one time, a scroll bar is generated so you can move left and right through the group.
    3. Do any of the following:
      • To modify a widget, select it and change the fields shown in the left pane.
      • To remove a widget, select it and click the X on the widget object or click Remove in the Widget Properties section.
      • To re-add a removed widget, select it in the left pane and drag it onto the canvas again.
  6. Configure views (tabs that appear in the record section of your Home page):
    1. In the left pane, click Views.
      The available views appear.
    2. Drag a view to the bottom section of the right pane.
    3. Modify the Title of the view.
    4. Select the other required options:
      • If you selected All Items, in the Container Type field, select the type of container to appear in the view.
      • If you selected Saved Search, in the Search Name field, select the saved search that you want to see.
      • If you selected Category Browser, in the Category Tree field, select the category field in the item that you want to see.
    5. Do any of the following:
      • To modify a view, select it and change the fields shown in the View Properties section of the left pane.
      • To remove a view, select it and click the X on the view icon or click Remove in the View Properties section.
      • To add a removed view, select it in the left pane and drag it onto the canvas again.
  7. Click Save.
    Your changes are implemented almost immediately. You may have to refresh the page or log out and log back in to see the changes.
  8. To return the Home page to its original design, click Restore and then Save.
    The page settings are returned to the default settings.

Example: Configuring a widget chart to show workspace total

The following video (6:55) presentation helps you to configure a widget chart to show workspace total in FootPrints:



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