Display procedure on the home page

View procedures on the home page

Procedures, such as Standard Work, can be displayed on any user's home pages by configuring a widget.

How to configure a widget to display a procedure on the home page

Procedure:

1. On the top right, click on Settings > Custom Actions.

2. Create a new Action with the button on the top right corner of the table Add new action. Set the fields as follows:

   Field	Description
   Action name	Name or title of the procedure you want to insert. For example Declare a kanban released if you want to insert a document containing the procedure for setting a card released.
   Available for	Only current user: The procedure will only be shown to the user who is creating the action. All users: The procedure will only be shown to all the users.
   Function	Display standard procedure.
   Type	Image is predefined and cannot be changed. It indicates a static display of the procedure.
   File	Select the file containing the procedure to be shown. It can be an image (therefore in .jpeg, .png, etc. format) or a PDF document
   3. Once all the fields have been set, click on Save.

To add the procedure widget to the home page, continue as follows:

1. Click on Home on the top menu.
2. On the bottom left, or right, click on Edit your home page.
3. Scroll through the proposed widgets left or right (depending on where you want to insert the button) until the widget Display procedure is displayed.
4. In the Action name field select the one containing the title of the newly created action.
5. Click on Add widget, then on Close to close the home page editor.

This way the standard procedure has ben successfully added to the home page.

Alternatively, you can create the custom action directly from the widget insertion interface on the home page.

Procedure:

1. Click on Home on the top menu.
2. On the bottom left, or right click on Edit your home page.
3. Scroll through the proposed widgets left or right (depending on where you want to insert the button) until the widget Display procedure is displayed.
4. Click on Create new.
5. At this point you will be redirected to the Add new action page, where you can configure all the action fields as described above (therefore Action Name, Availability, Function, Type and File).

Update a widget to display a procedure on the home page

Procedure:

1. Click on Settings > Custom action.
2. Once the specific action to be modified has been filtered or identified, click on Edit action on the right.
3. Modify the action according to your needs.
4. Once the parameters have been modified, click on Save to make the changes effective.