Edit Mode

Description and Instructions of how the interface works in edit mode.

Entering Edit Mode

To enter edit mode click the "Edit View" button in the top right corner of the screen, just below the wallet icon.

In Edit Mode

Once in edit mode you can edit your screen by changing existing modules, adding/removing modules, importing a default template (Defaults), or starting from scratch.

If you would like to clear all modules on the screen click the "Clear" button. If you would like to cancel all changes you have made and revert bacl to the last saved state click the "Cancel" button.

The "Save" button saves your new view you build and then closes out edit mode.

Adding Modules

To add individual modules, bring up the widget drawer. This is a menu that pops out of the right side of the screen that shows you all possible modules organized by type.

Editing Modules

Move: To move modules around you simply click and drag around the grid on your screen.

Resize: To resize the module, use the arrow in the bottom right corner of the module and drag to resize.

Customize Fields: To change the fields shown in table modules click the gear icon that appears in the top right of the module when hovering in edit mode.

Delete Module: To remove the module from the page click the red trash icon in the top right of the module when hovering in edit mode.

Folder Mode: Click the folder icon in the top left of the module to enter folder mode for the module

Folder Mode

Any widget can be turned into a folder or added to an existing one. Once in folder mode there are two ways of adding to a folder:

1. Add to Folder: Clicking add to folder will remove a widget from the view and add it to the folder module

2. Widget: Opens the widget drawer to add modules to the folder

Once complete, click Set Folder.

Folder Settings

In folder settings, clicking on a folder item allows editing its settings as if it were a stand alone module. Clicking on the dots allows reordering the modules within the folder.