The Portlets provide visualization for Queries, offering easy access to user-created charts. In the current release, we support the following chart types:
Columns
Name – Indicates the name of the Portlet. Mandatory, unique identifier used in configuration and dependencies.
Label – Short, user-facing title, shown in the application and used as the source for translations across locales.
Chart Type – Indicates the type of chart used by the Portlet.
Query Name – Indicates the query used by the Portlet.
Last Update Date – Reports the date of the most recent modification to the Portlet.
ID – The unique identifier of the Portlet. This column is hidden by default but can be displayed using the Table Column Options and saved as Preference.
Meta Description – Describes the Portlet, as provided by the user during creation. Optional metadata text (up to 1000 characters) used by the Pricefx Copilot to better understand the item’s meaning. (Hidden by default)
Created – Displays the date when the Portlet was initially created. (Hidden by default)
Created By – Shows the user who created the Portlet. (Hidden by default)
Last Updated By – Displays the user who made the last change to the Portlet. (Hidden by default)
Folders
You can organize your Queries into folders. By default, only the All portlets folder is available. To create a custom folder, click on Add Folder. For more information see Manage Folders.
New Portlet
To create a New Portlet, click on the New Portlet button. For more information see How to Create a Portlet.