Editing the Button

To change the button’s image, title, and other options, hover over the button and click on its edit button.  An editing panel will be displayed.  Generally, the editing options are the same regardless of the Widget type.  The exception is with the Actions Widgets.

The required fields are the Title, Link, and Image.  All other fields are optional.

Table 9: Button Editing Options

Title: Edit Panel - Forms Widgets - Description: Edit Panel - Forms Widgets
Edit panel for Forms Widgets-Based
Buttons (v4.0.11

Title: Edit Panel - Dashboard, Links, Pages, and Reports Widgets - Description: Edit Panel - Dashboard, Links, Pages, and Reports Widgets
Edit panel for Pages, Links, Reports and
Dashboard Widgets-Based Buttons (v4.0.11)

The options within the edit button panels are:

      Title This field contains the name that is displayed for the button within the Navigation.  Click in the field to edit the title.

      Link This field cannot be edited.  It displays the URL or Actions file name that will be used when the user clicks on the link.  To change the link, edit the original Widget.

      Link Parms This optional field contains parameters being passed at the end of the URL.  Note: The question mark is automatically applied to the parameter string (i.e. – page1.aspx?<<parameters>>).

      Link Target There are two options for this field, controlling where the link is opened into.

Same Window: Opens the link or page in the current browser window.  This is the default selection.

New Window: Opens the link in a new window.

      Navigation Tooltip This field holds the tooltip for the button.  Enter a message to be displayed when the user hovers over the button.

      Image The displayed icon is the image that is displayed for the button.  To change the image, click on the icon.  A panel will load, showing a selection of icons.  Click on an icon to select one for the button.
 
Note: When using the Accordion navigation, button icons are not displayed.

      Select Users This field has a listing of users who can see the button and access the page, link, or Action.  By default, all users can view the button.  Click on this field to limit the users who can access the button.
 
To select the users who can see and click on this Navigation Level 2 item, look at the Select Users listing.  The users on this list are provided by the Site Collection/Web Application, consisting of users who have been given explicit permissions.  It also includes user who have visited the Site Collection/Web Application.  Members of an Active Directory group granted permission in the Site Collection/Web Application will not be included unless they have visited the Site Collection/Web Application or were granted specific permission.
 
Click on a person to provide them permission to see the button.  More than one person can be granted permission and the list does not display SharePoint groups.  Users can also be removed from specific users by removing them from the list.  The users are saved when the Publish button is pressed.

Table 10: Note On User Limits

NOTE

The listing of available users is restricted to the first 50 users in alphabetical order.  When there are more than 50 users, enter part of the user’s name into the “Find” field and click on Show.  This will reveal a list of matching users who can then be selected.

The initial listing is for 50 users and cannot be expanded to show more.

 

      Select Groups This field has a listing of SharePoint Groups that can see the button and access the page, link, or Action.  It works in a similar manner as the “Select Users” field.  Click on the SharePoint Group(s) whose members who can access the button. 

Table 11: Note On Group Limits

NOTE

The listing of available SharePoint groups is restricted to the first 50, in alphabetical order.  When there are more than 50 SharePoint groups, enter part of the group’s name into the “Find” field and click on Show.  This will reveal a list of matching groups that can then be selected.

The initial listing is for 50 groups and cannot be expanded to show more.

      After Action Display When the Action from the Actions Widget is done running, the user may need to be sent to a web page.  This field, unique to the Forms Widgets type, gives a selection of pages from the current Navigation.
 
The drop-down is populated by the Navigation Level 2 Buttons, specifically the Pages Widgets type.  If the page required was recently created, be sure to publish the navigation and then reload the Design Canvas page in order for the page to appear in the listing.
 
This field is empty by default.  As a result, when the Action is run, the Action form appears and the user can enter the appropriate information.  Once the entry is completed and the item is saved, the user’s page does not change.

      Remove Widget Click on the red X to delete the button.  This change cannot be undone and, once the Publish action button is clicked, is permanent.

When the Button’s settings are completed, click on the exit button Title: Exit Button - Description: Exit Button to close the Button editing panel.

There is one additional button within the panel.  On the left side of the panel is a light bulb.  When it is “lit” (bright) it means the button is going to be displayed in the Navigation.  When it is not lit (dark) it means the button is not going to be displayed.  Lit is the default setting for the tab.

         

Table 12: Note On Using The Refresh Button While Editing

NOTE

DO NOT hit the browser’s refresh button while editing within the Design Canvas.  Changes to the Navigation are saved when the Publish button is clicked.  If the Design Canvas page is refreshed, changes made since the last Publish will be lost.

A “best practice” is to regularly click on the Publish Action button to save changes to the Navigation.  If the browser page is accidentally refreshed, regularly publishing will prevent work from being lost.