Adding Pods to Page Layouts

Page layouts contain one or more pods to display information such as project metrics, content accessed from a global link, quick grids, charts, reports, and more. Pods are the building blocks used to display content within a page layout.

Note:  When viewed, if a user does not have access to the content assigned to a pod within a layout, the message "No Data Available" displays in that portion of the layout.

To add a pod to a layout:

1. From the System menu, select Page Design > Layouts.
2. Create a new page layout or open an existing layout.
3. Click [Add Pod] at the top of the Layout section to add a pod to the layout.

4. Select the pod to define its contents and style in the Pod Details section:

 

Pod Details	Description
Type	Select the general type of content that displays within the pod. The type narrows down the pod contents available and correlates to an action or area of the application. If you select an Innovation Planning view defined as a global link to display in a pod, and the layout is intended for use within a project page, select the Filter to project option to display the view filtered to the project ID saved as part of the global link configuration. See Adding Planning Views as Global Links. The filter functionality does not apply to composite planning views. See Available Pod Types for information about the types of pods available.
Content	Select the content to display in the pod. The list available in the content field is narrowed based on the Type selected. For example, if Quick Grids is the pod Type, only quick grids display for selection. Some pod content selections also include advanced settings options to be defined, such as selecting default information that displays in a pod. Note:  The available content that displays for selection is based on your access group permissions as defined in your user profile. Only elements that the user has "Can Edit" access for, are in a child access group of the layout, or are already attached to the layout will be available for selection. Additionally, access group settings for the content selected must match the permissions of other users in order to display for them.
Name	(Optional) Enter a name that displays as a heading above the pod. If a pod does not have a name, the pod displays in the layout without a heading. If Buttons is selected as the pod Type, this field changes to Button Text, where you can enter text that displays within the button shape.
System Name	Enter a unique, shorter name that identifies the pod in queries, reporting views, field codes, and other places in Accolade. The name must be unique among layouts and can contain only letters (English alphabet), numbers, and the underscore.
Allow maximization	Select the check box to display the maximize icon on a pod. The maximize / minimize capability is only available for pods that have a heading defined on the pod, and appropriate icons display for users to render the pod larger or smaller.
Show Download Icon	Setting only available for report pods containing Accolade online reports. Select the check box to display the download icon and make the report available for download from within page layouts.
Page Size	Setting only available for report pods containing Accolade online reports. Enter the number of report rows to display within the pod. The report will page within the pod for subsequent rows. Maximum number of rows is set to your Reporting Office Extensions Record Limit parameter (default 50,000).
Title
Text Alignment	Select an alignment option to position the pod title. Text defaults as Left aligned.
Font size	Enter the title font size in pixels.
Font color	Select a color, enter a hexadecimal color code, or enter its RGB or HSV value to set the font color for the title. Note:  If the pod contains a quick grid, the font color defined on the quick grid configuration overrides the font color set on the pod. If no font color is defined on the quick grid, the font color defined for the pod applies.
Content
Font size	Enter the font size in pixels for the pod content text.
Font color	Select a color, enter a hexadecimal color code, or enter its RGB or HSV value to set the font color for the pod content text.
Background color	Select a background color, enter a hexadecimal color code, or enter its RGB or HSV value to set the background color of the pod content.
Vertical Bar color	Select a color, enter a hexadecimal color code, or enter its RGB or HSV value to set the background color of the vertical bar that displays on the pod.
Border
Style	Select how the border displays around the pod.
Size	Enter the weight of the border in pixels.
Color	Select a color, enter a hexadecimal color code, or enter its RGB or HSV value to set the border color.

As you are adding pods to the layout, click in the top right corner of the page to see what the layout looks like when applied to a page within Accolade. For project images, a placeholder image is included in the preview.

5. Click Save in the lower right corner of the page to save changes, Save and Close to save the configuration and close the editor, or Cancel to close the editor without saving changes.

Notes:    To remove a pod from a layout, click in the pod within the Layout editor. If a long string metric value contains formatting, the formatting overrides the metric pod's styling defined in the layout. See Rich Text Formatting for more information.