Creating and Modifying Widget Templates

You might have a group of users, such as your counter sales people, that would benefit from having the same widgets. Instead of recreating each widget for each user, you can add a set of widgets to a widget template and then assign the template to a user, multiple users, or to a message group. You can assign multiple widget templates to a single user.

You must be assigned the SOLAR.WIDGET.TEMPLATE authorization key to create and assign widget templates.

To save widgets in the widget toolbar as a template:

  1. Add the widgets to the widget toolbar that you want to include in the template.

  2. Right-click anywhere in the widget toolbar and select Save Current Widgets As Templates.

  3. In the Enter Template ID field, enter a unique name for the template and click OK.

To access the template to make modifications or to assign it to users, select Widgets > Widget Template Maintenance from the File menu.

To create a widget template:

  1. From the Settings menu on the Solar desktop, select Solar Administration > Widgets > Widget Template Maintenance to display the Widget Template Maintenance window.

  2. From the File menu, select New Template and enter the template name, such as Counter Sales, in the Enter Template ID field.

The system adds the template to the Widget Templates list.

  1. In the Widget Templates list, select the template you added in step 2 and select Edit > Add New Widget to display the Widget Maintenance window.

  2. Add the widget you want to be part of the template.

The widget is added to the template and is listed in the folder for the template in the Widget Templates list.

  1. Repeat steps 3 and 4 to continue to add additional widgets to the template.

Double-click a widget listed in the template to make modifications to it.

  1. Save your changes and exit the window.

To assign a template, see Assigning Widget Templates to Users.

To modify a widget template:

  1. From the File menu, select Widgets > Widget Template Maintenance to display the Widget Template Maintenance window.

  2. In the Widget Templates list, expand the template you want to modify.

  3. Do one of the following:

To...

Do this...

Modify a widget in the template

Double-click the widget to display its parameters and make changes as necessary.

Add a widget

Select the template in the Widget Templates field and select Edit > Add New Widget.

Delete a widget from the template

Select the widget you want to delete and select Edit > Delete.

Delete a widget template

Select the template in the Widget Templates field and select Edit > Delete.

  1. Save your changes and exit the window.

See Also:

Assigning Widget Templates to Users

Widgets and Menu Shortcuts Overview