Portlet actions

In the portlet header, there are action buttons. Note that design-related actions are only available in the DEV environment, while other actions may be specific to the portlet.

  • Edit: Click to access the configuration settings for the portal.

  • Clear Filters: This option is visible when the portlet is filtered. Click the icon to remove the filter.

  • Refresh: Use this option to refresh the data in the portlet.

  • Clear User Settings: Use this to clear all user settings and revert to the default settings for the portlet.

  • Delete: Use this option to delete the portlet.

  • Copy: Click to copy a portlet; this action adds it to the Copy clipboard.

  • Cut: Click to move a portlet; this action adds it to the Cut clipboard.

  • Export to XLS: Click to export the portlet data to Excel.

  • Expand: Expands the portlets to full-screen view. When in full-screen view, this option will change to Collapse.

  • Paste: Use this option to paste a portlet into an existing container or to create a new container.

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