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Configuring portlets

You can configure the portlet contents that are displayed to specific users, user types, or every user system-wide in the Portlet subtab on the Personalization page.

Typically, a developer configures portlets in NexJ Studio. Before using this functionality, contact your NexJ representative.

You can specify which tabs and grid columns are displayed in the portlet. You can also specify the order of the grid columns. A grid column is a column that displays in a list.

You can also specify portlet-specific operations for the application level toolbar. For example, a schedule report, which can only be run in the specific context of scheduling, may have a fixed toolbar button attached to the SchedulePortlet. This button will only display in the toolbar in workspaces containing the SchedulePortlet.

To configure a portlet:

  1. Navigate to the Personalization page.
  2. Select the Portlet subtab.
  3. In the Portlets list, select the portlet that you would like to modify.
  4. In the Detail tab, you can modify toolbars and tabs for the selected portlet:
    • In the Toolbar area, select or clear checkboxes to show or hide parts of the toolbar for the selected portlet.
    • In the Tabs area, select or clear checkboxes to show or hide tabs for the selected portlet.
  5. In the Grid Columns tab, you can modify the grid columns that appear in the lists in the portlet.
    1. In the Grids area, select the grid that you would like to modify.
    2. In the Columns area, select or clear the columns to show or hide them. You can change the order in which the columns appear by clicking the Action button for a column and clicking the Up button  and Down button  to move it to the right and left in the grid, respectively.

  6. In the Tabs area, select or clear checkboxes to show or hide tabs. Tabs are grouped by section, depending on where you can find them in the portlets.

    Do not modify the custom field tabs, as they are configured in another section.

  7. To change the order in which tabs display in a portlet:
    1. Double-click the number that corresponds to a tab.
    2. Enter a new value for the tab.
    3. Click the Save button .
  8. Click the Save button  to save your changes.

Your changes are saved and the portlet you have configured displays as customized in the Portlets list. Customized portlets also display in the Advanced tab.

If the application you have just modified is currently running, logged-in users will have to reset the user interface in order for the changes to take effect. You can also use NexJ Admin Console to clear the client state for individual users.

Resetting the default view for a user