Many portlets appear with a plus (+) icon in their upper-right corner, and can expand to display more information and permit multi-selection of listed items. Return to the smaller portlet by clicking Return to Previous in the expanded portlet’s upper right corner.
If you want to multi-select within listed items in a portlet, you must typically expand it. One exception to this rule: the File Management portlet.
User permissions may limit access to the expanded portlets. For example, Open Manage Network Manager can have many communities and limit users’ memberships. Such users can lightly browse other Communities’ screens without full privileges1. See Control Panel for more about setting up user privileges for portlets.
You can right-click to act on listed elements as in the basic, smaller portlet, but here you can also see details about a selected row in the Widgets / Snap Panels below the table list items in an expanded portlet. Click on the circle / triangle labeled Widgets to collapse the lower panel.
Widgets / Snap Panels
The widgets, or snap panels that appear below the expanded portlet’s list can “stack” on top of each other, so several can appear simultaneously in each slot for Snap Panels. Click the title bar of the panel to toggle its expansion or collapse. In the Reference Tree snap panel, click the plus (+) to expand the tree of connections.
You can collapse the entire snap panel area by clicking the button next to Widgets at the top left of the bottom portion of expanded portlets. These panels re-appear when you click the button again.
Show / Hide / Reorder Columns
Click the Settings button in an expanded portlet, and screen appears with a Columns tab where you elect to show or hide columns. Click the appropriate buttons (they change color) to display the columns you want. You can also drag-and-drop the order in which columns appear to re-arrange the display. Click Apply to change the columns that appear on screen by default. Abandon any changes and Close this screen. The changes appear instantaneously when you return to the expanded portlet.
Most portlets use the “recorder” icons to page through a list that occupies more than one screen. The right/left arrows go forward and back one page. The icons at either end go to the beginning or end of the pages.
Excel and Acrobat formats. Click the Export button in the upper right corner, and select the type of export. These selections download to the default download location you have configured on your browser. Some browsers display the pdf before you can save it.
Widgets / Snap Panels (Reference Tree)
These vary, depending on the portlet, but the convention of displaying a Reference Tree panel is common. This displays items related to the selected list item in tree form. Click the plus (+) to expand a node on the tree.
Click Return to previous in the upper right corner of the expanded portlet to return to the summary page where you started. If the page you are on has a “breadcrumb trail” of intervening detail pages (for example), you can click an intervening page’s breadcrumb if you do not want to return to the previous screen
Filter Expanded Portlet Displays
Among other places, filters appear at the top of expanded portlets. Many pre-installed filters come from drivers your installed package. Filters match entity types, but may not necessarily be sensible in the context of a particular portlet.
You can pick from already-configured filters with the drop-down on the left, or you can click Advanced Filter to create one of your own.
After you click the green plus (+), select and or or on the left to combine more than one filter. Click Apply Filter to see the list after the filter acts on it. Click Reset to return the list to its original state. This search function highlights the column header in columns searched if it looks in more than one.
Click Save As to preserve a filter you have configured for future use. The pick list in the upper left corner of this filter panel is where you would select it.Create a name and description, then click Save on the next screen to preserve your filter configuration. See Redcell > Filter Management for the screen that lists all such filters. When using a filter you must click the Go buttons to the right of the drop down list to make it take effect.
You can also filter what appears on a page with the Container View portlet. Select a container, and the rest of the portlets on that page confine displayed data to reflect the selected container’s contents.