3 Configuring Pages and Including Widgets

Building and configuring your customer web portal requires the configuration of pages and widgets. Pages act as the containers where widgets are made available to customers, and the widgets provide the features and data analysis.

The pages of the web portal are delivered with a default set of widgets and configurations. This default configuration provides a fully functioning web portal. You can update the initial configuration to add, hide, or remove widgets from the pages.

WARNING:

Be aware that if you deploy Digital Self Service - Transactions as embedded widgets rather than the Digital Self Service - Transactions standalone portal, page configuration is not required. All configuration for embedded deployments is handled through Configuring Widgets and Defining Global Styling and Configurations.

Including Widgets in Pages

Widgets provide the main content on pages. By default, each page comes with a set of widgets that match the tasks and themes of the page. For example, the Energy Use Overview page includes widgets that provide customers with various insights and ways to view their energy use, along with widgets that are used to make required customer account selections.

You can add widgets to pages or remove existing widgets. Use the steps below to modify the widgets on a page.

To add a Widget to a Page

The steps provided below can be repeated to add all applicable widgets to a page.

  1. From the Pages area, select an existing page. The widgets for the page are displayed.
  2. Click the Add Widget button. The Add Widget dialog box appears.
  3. Determine the default configurations for the widget:
    • To add a widget that inherits defaults from the main widget library, click Select a widget from the Core library and click Next. The Choose Widget page is displayed.
    • To add a widget that inherits configurations from your own library, click Copy a widget from My Library and click Next. The Choose Widget page is displayed.
  4. Select the desired widget, and click Next. The Define ID page is displayed

  5. Specify a unique Widget ID and click Done. Widget IDs can only contain certain characters and cannot include spaces. This ID determines how widget configurations are shared across the web portal, and is required when embedding and linking widgets.

    If a widget is intended to share the same configuration across multiple pages of the web portal, ensure that you use the same widget ID that is used on other pages. All configuration updates for the widget with this widget ID remain in sync. If a widget is intended to have a page specific definition, use a widget ID that is unique to the page.

  6. Within the page where the widget has been added, select Page Configurations. The page configurations are displayed.
  7. From the Widgets area, select Add New. A new row is added to the Widgets area.
  8. Select the new row that was added, and define the following:
    • Name: Enter the widget ID specified when adding a widget to the page.
    • Enabled: Select Yes to include the widget in the page.
    • Segments: Enter any customer segments that are required to control access to the widget. If all customers are allowed to view the widget, leave this field blank. If segmentation is defined for a widget, the same segmentation must be defined for any applicable menu and portal routing elements. Every widget has an applicable portal routing element, but not every widget has an applicable menu element as many menu elements link to pages that contain multiple widgets. For more information on segmentation, see Portal Segmentation.
  9. Select Save Changes to save your page configurations and fully add the widget to the page.