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How to Upload Custom Widgets Under a Specific Category in Bold BI

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Overview

By default, custom widgets uploaded to Bold BI are categorized under Miscellaneous. However, it is entirely possible to assign a custom widget to any existing or new category by modifying the Category property in the widget configuration file. This guide walks you through the steps to organize your custom widgets under the category of your choice.


Step-by-Step Instructions


  1. Download the Custom Widget: Access your Bold BI environment and download the custom widget you wish to modify.
  2. Convert the File Format: Rename the widget file extension from .bicw to .zip to enable extraction.
  3. Extract the Widget Files: Use any archive tool (e.g., 7-Zip) to extract the contents of the ZIP file.
  4. Modify the Category in Configuration:
    1. Open the widgetconfig.json file located inside the extracted folder using a text editor.
    2. Locate the category property. It is typically set to Miscellaneous by default.
    3. Change the value to your desired category name. This can be an existing category or a new one you wish to create.
  5. Save and Repackage:
    1. Save the changes to widgetconfig.json.
    2. Repackage the widget files back into a .bicw file using the Bold BI packaging utility.
  6. Upload the Updated Widget:
    1. Go to the Widgets interface in Bold BI site settings.
    2. Upload the newly packaged .bicw file as instructed in the help documentation.
  7. Confirm the Changes:
    1. Save your changes in the application.
    2. Open the Dashboard Designer and verify that the widget now appears under the specified category.


Additionally, we have prepared a sample video to demonstrate showcasing the entire process. By following these steps, you can effectively organize your custom widgets in Bold BI, making them easier to locate and manage within your dashboards.


Additional Reference



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Written by Raji Rajendran
Updated:
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