Personal Items
The Personal tab allows users to customize a preferred view with pages and widgets designed by Coupa. Widgets are a component of the user interface that enables users to perform a function or access a service. In addition to the user dashboard, widgets are utilized in the application on the Info Management and Market Intelligence dashboards to provide the user with the ability to manipulate data as needed.
Within each page, widgets can be organized using drag and drop. Widgets can also be moved from page to page using drag and drop. Page and widget content can be added and deleted to configure the dashboard.
Add a page to the Dashboard
At least one new page must be created before a widget can be added to the dashboard.
To add a new dashboard page, go to Home > Personal. Click the down arrow next to the Add New dropdown on the left side of the screen. The Widget/Page menu is displayed.
Click Page. The Add New Page pop-up window is displayed.
Manually enter a name for the page into the field provided and click the Add button to create the page. Or, click the Cancel button to exit without creating a page.
Add a Widget to the Dashboard
The Add New Widget option on the left menu within the Personal tab shows all of the different types of objects or widgets that can be added.
In the left menu of the Add New Widget screen, the variety of widget categories are listed. Five types of widgets can be added to the user’s dashboard:
- Contract Management - widgets associated with the Contract Risk Module that will only display for customer tenants subscribed to the module or assigned to the associated user group.
An additional fee is required to utilize the Contract Risk Module. To activate the module, please contact Coupa Customer Success.
- Data Driven – widgets that are populated with data relevant to objects in the system.
- General – widgets that contain sources of general information and features.
- News – widgets that include various news feeds.
- Reporting – widgets that allow the user to add their own reports to the dashboard.
To add a new dashboard widget, go to Home > Personal. Click the down arrow next to the Add New dropdown on the left side of the screen. The Widget/Page menu is displayed.
Click Widget. The Add New Widget pop-up window is displayed.
Click one or more items to add the widgets to the dashboard. Widgets are inserted in the top section of the current page and can be moved using drag and drop to reorganize it.
Filter the Add New Widget screen
The Add New Widget screen can be filtered in two ways:
- Clicking the category on the left side of the screen
- Entering criteria in the Filter results field
Widget Category
The list of all widgets can be filtered by category by selecting the preferred widget category or categories.
Enter criteria in the Filter results field
You can filter results via the text box at the top right of the Add New Widget screen filters the list to widgets (within the selected category) with titles or descriptions containing the specified text.
Manage Widgets on the Dashboard
Delete a Widget from the Dashboard
To remove a widget from the dashboard, follow the steps below.
- Click the X in the top right of the heading bar for the widget to be deleted. A question pop-up confirming that the user wishes to delete the widget displays.
- Click the OK button. The widget is removed. Or, click the Cancel button to exit without deleting the widget.
Expand/Collapse Widgets
To expand or collapse a widget, Click down arrow button in the right side of the heading bar for the widget to be expanded to display its contents.
Click the up arrow button to hide a widget’s contents.
Renaming Widgets
To rename a widget, go to the Home tab > Personal tab > Click the edit button > enter your widget name.
Click the Save button, or click the Cancel button to exit without saving changes.
Re-order Widgets Within Page
To reorder widgets on a page, go to the Home tab > Personal tab > click the widget name.
You can drag the widget to the preferred location on the page.
During the reordering process, the position to which the widget is dragged is highlighted with a gray box.
Move Widgets from Page to Page
To move a widget to another page, click on the widget heading, then drag the widget to the target pages tab on the left side of the screen. Release the widget to complete the move.
The moved widget is inserted as the first widget at the top of the destination page.
As the user navigates through the system, they will see an opportunity to attach tags to data. For example the user may want to tag items with a reference like “HIPAA,” or “Facilities,” or some other meaningful word. By clicking on those reference words from within the tag cloud, the user is provided a list of all data that’s been tagged with that word. Remember that these tags can be seen by all users, including suppliers; however, no one can access data that they’re not permitted to view.
Rename or delete pages
Pages can be renamed to describe the content contained in them. To do this, go to Home > Personal and right-click on the page name to view the Rename/Delete menu. You may rename or delete each pages as needed.
