Name: Managing Widgets in SAP SuccessFactors Agent Lifecycle Management
Uploaded: 2020-6-12
Duration: 293 s
Description: This video demonstrates ways to add and manage widgets with global and user dashboards in Agent Lifecycle Management.

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<div><div><div><div><div>This video demonstrates ways to add and manage widgets with global and user dashboards in Agent Lifecycle Management. </div></div></div></div></div>

Managing Widgets in SAP SuccessFactors Agent Lifecycle Management

Hello. My name is Minnie.  In this video, I’ll show you how to Add and Manage Widgets in SAP Agent Performance Management.  A widget is designed to reside on a User’s Home Page, in Agent Performance Management, or APM for short.  Widgets are easily organized and moved around on a User’s landing page, showing summarized data,  like graphs, lists and reports.  APM Data is shared and refreshed automatically with widgets without any additional work from the User.   After my successful login, I’m on the Home Page. The Recent Forms widget is automatically displayed.  The Recent Forms widget provides links to Forms that I recently viewed in SAP APM.  I can easily manage the widget by clicking on the ellipsis. I have the option to Clear the data, Edit the widget or,  Delete the widget, directly from my Home Page.  I’ll select Edit Widget. Here, I can rename the title and edit the number of links to display in the widget.  I’ll leave the title name as Recent Forms and change the count to 5.  I'll click Confirm.  Here, I see the last five Forms and links that I’ve recently viewed. I can also move the widget anywhere on the Home Page.  For this example, I’ll click the widget and drag and drop it to the right side of the workspace.  Widgets are easily added to the Home Page by selecting the Tools link, on the right side of the dashboard. I’ll click Add Widget.  This brings up the listing of widgets that I have access to.  For my example, I’ll add a widget that shows active Producers,  whose licenses expire in the next 30 days.   I’ll click License Expiring.  I’ll click the Next button.  The Widget Title shows a default title.  I have the option to give the widget a different title. I’ll enter the words “License Expiring.” Next, I’ll select a Report Form by clicking the Report Form icon.  To select an existing Report Form, I’ll click the downward arrow, next to the applicable form.  For this example, I’ll select Producer License Expire 30 (ProducerLicExp30Days).  Next, for the ExportType, I see Excel, HTML, or PDF  as my choices for ways I can choose the data to display in the widget.  I’ll select HTML.  Finally, I’ll select the PageSize to indicate the number of Producers to display with the widget.  I’ll change from the default number to the number five. Next, I'll click Confirm.  I'll return to the Home Page. I see the License Expiring widget is now added.  The widget displays five active Producers per page. The dateterm column indicates when each Producer license will expire.  I’ll select the next page to see more Producers.  I’ll click the ellipsis to manage the widget.  For this example, I’ll select Edit Widget and change the PageSize from five to ten.  I’ll click the ellipsis and select Toggle widget size. This is handy if I want to expand the widget size on the Home Page.   Finally, I’ll click the ellipsis and select Delete Widget.  In summary, widgets offer condensed information from selected Forms in APM, which are automatically refreshed.  Users can expand widget sizes, edit widget properties, and remove widgets, at any time, from their Home Page.  Thanks for watching.