2.4 Panel Customization
i. Case Conditions – Attribute – Name customization.
- It allows user to rename the attributes by using the pencil tool which appears on each attribute on mouse over it. Note: User need to change the Lock mode to Unlock. The pencil tool will not appear if the mode is locked.
Pencil Tool:
Edit the Text:
Attribute Name Changed successfully:
ii. Case Conditions – ‘Add Custom Panel’ option to Add Favorite Widgets.
- Clicking the option ‘Add Custom Panel’ allows user to enter the name of the new Widget (panel).
- The New Widget added on pressing the plus icon.
Note: it allow users to add ‘n’ number of Panels.
To create a panel:
Creating a new Panel:
Panel Created:
Note*: Newly added panels will be displayed automatically in ‘Profile Options’. We can show/hide the panels using by checking/unchecking the panels.
New panel displays in Profile Options:
How to Delete the Favorite Widget?
- Close symbol will appear when mouse over on the panel, which allows user to delete the Widget.
Deleting the Favorite Widget:
Confirmation alert to delete the Favorite Widget:
Favorite Widget deleted:
How to Add Items to the Favorite Widget?
- On right click on the pencil tool (displayed on default panel attributes), it will show tool tip which allows user to add items to the Widgets added manually (Favorite Widgets).
- User need to tick the checkbox in which Widget he/she want to add the selected attribute item.
- On clicking the OK button, the selected items added to the corresponding Widget automatically.
Adding Items to favorite Widgets:
Attribute added to favorite Widget successfully:
How to rename the Favorite Widget?
- It allows user to rename the Favorite widget (panel name) by using the pencil tool which appears on each attribute on mouse over it. Note: User need to change the Lock mode to Unlock. The pencil tool will not appear if the mode is locked.
Renaming the Panel name:
Field changed to editable field:
Rename the text by pressing ENTER Key:
Panel name renamed successfully:
iii. Executive Summary – ‘Add Custom Panel’ option to Add Favorite Widgets.
- Right click on each attribute case count, tool tip will appear. Clicking the option ‘Add to Custom Panel’ opens Add Custom Panel popup. This allow user to add the specific attribute into Favorite Widgets.
- In the Add Custom Panel popup, user can select existing Favorite Widget OR they can create new Panel (Favorite Widget) to add the selected attribute.
Add to Custom Panel - Option:
Create a New Panel:
New Panel created:
Note*: Click Ok button to return Executive Summary page to view the Panel.
Attribute added to the New Panel:
Added panel displays in Profile Options:
How to Delete the Favorite Widget?
- Close symbol will appear when mouse over on the widget which allows user to delete the Widget.
Deleting the Favorite Widget:
Confirmation Alert to delete the Favorite Widget:
Favorite Widget deleted successfully:
How to rename the Favorite Widget?
- It allows user to rename the Favorite widget (panel name) by using the pencil tool which appears on each attribute on mouse over it.
Rename the Panel name:
Field changed as Editable field:
Rename it by pressing the ENTER Key
Panel name renamed successfully:
iv. User can able to replace the position of the widgets by dragging it (Drag & Drop) in Case Conditions & in Executive Summary page.
- Changing the position of the panels in Executive Summary Page will reflect in the order of panels in Case Conditions also (and vice versa).
