Editing a Content Block

From the Edit Block window, you can edit existing content blocks. When you select the edit option, the name of the content block and its attributes appear in the Edit Block window. You can edit the block type, block contents, block name, scrolling options, and several optional features.

You can also deactivate a content block. This is useful when you want to temporarily remove a content block from a Dashboard view. When a content block is deactivated, it is designated in the Content window with a red icon. A green icon designates an active content block.

Across the top of the Edit Block window is a drop-down menu for selecting a domain, a Domain Search button, and block type option buttons to select either a Launch, List, Folder, Output, Tree, or Favorites block. At the left side of the window is a tree view of the selected domain. The right side of the window contains the Content List showing selected items with up and down arrows to the right, and Remove and Clear buttons at the bottom.

Below the Content List is a text box for entering the Block Name, and a series of check boxes that are available to enable the following functionality:

There are also option buttons to enable Scroll Buttons or Scroll Bars, and Save and Cancel buttons. The following image shows the Edit Block window.

Procedure: How to Change the Content Block Type

From the Content window, select the content page where the content block is located.
Select the check box next to the block you want to edit.
Click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
Select the desired Block Type option.
Click Save.
Note: When you change the content block type, all of the items in the block are removed and the block name clears.

Procedure: How to Remove Items From a Block

From the Content window, select the content page where the block is located.
Select the check box next to the list block you want to edit.
Click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
In the Content List, select the item you want to remove.
Click Remove.
Click Save.

Procedure: How to Change the Block Contents

From the Content window, select the content page where the block is located.
Select the check box next to the block you want to edit.
Click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
Select a domain from the drop-down list and click Submit. You can also add items to a content block using Domain Search. For details, see How to Add Items to a Content Block Using Domain Search.
Navigate to the item you want to add in the Domain Tree.
Click the item or folder to add it to the Content List.
Note: The block name may be overwritten with the name of the Domain item you select. You can change the block name after selecting content.
Click Save.

Procedure: How to Change the Name of a Content Block

From the Content window, select the content page where the content block is located.
Select the check box next to the block you want to edit.
Click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
In the Block Name text box, type the new name for the block. This must be a unique name within Dashboard.
Click Save.

Procedure: How to Temporarily Remove a Content Block

From the Content window, select the content page where the content block is located.
Select the check box next to the block you want to edit.
Click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
Select the Deactivate Block check box.
Click Save.

Selecting Scrolling Options

How to:

Select Scrolling Options for a Content Block

You can select either scroll buttons or scroll bars for launch blocks, list blocks, and folder blocks. Scroll buttons cannot be selected for output blocks and launch blocks that launch Web pages. Output blocks automatically contain scroll bars when necessary.

When scroll buttons are enabled, up, down, left, and right arrows display in the toolbar allowing you to navigate the content block. Up and down arrows display for all content block types. Left and right arrows only display for launch blocks. In folder blocks and list blocks information automatically wraps, therefore eliminating the need to scroll to the left or right.

When scroll bars are enabled, scroll bars display when content exists that cannot be viewed within the displayed window. When this option is selected, scroll buttons do not display in the toolbar.

Note: A launch block that is created to display a report in EXL2K, EXCEL, or DOC formats should use scroll bars instead of scroll buttons.

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Procedure: How to Select Scrolling Options for a Content Block

From the Content window, select the content block you want to add scrolling options for and click Edit Block. The Edit Block window opens.
You can also access the Edit Block window directly from Dashboard by clicking the Edit icon for the content block you wish to edit.
Select the Enable Scroll Buttons or Enable Scroll Bars option button.
Click Save.

Hiding the Toolbar in a Content Block

How to:

Hide the Toolbar in a Content Block

When you hide the content block toolbar, automatic block refresh functionality is not available. Additionally, scrolling is automatically set to use scroll bars because scroll buttons are not available when the block toolbar is hidden.

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Procedure: How to Hide the Toolbar in a Content Block

From the Add Block or Edit Block window, select the Hide Block Toolbar check box.

Note: The Lock Block and Automatic Block Refresh check boxes are available to administrators only.
Click Save.