Copy a portlet to another category in the Portlet Palette

 

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We can drag a copy of a portlet from one category to another category to customize the Portlet Palette. A portlet is not removed from the original category when you move this portlet to another category. When you drag a portlet to another category, we can only move this portlet to one category at a time. We can also add a copy of a portlet to multiple categories at one time by accessing the drop-down menu by the portlet name in the category. Refer to Copying a portlet to multiple categories in the Portlet Palette for more instructions to use this method.

Perform the following steps to move a portlet to another category:

  1. Click Open Portlet Palette to open the Portlet Palette.

  2. Click on a portlet in a category and continue to hold the mouse key down.

    To select multiple portlets, hold the Ctrl key down while clicking on the appropriate portlets.

  3. Drag the portlet to the appropriate category in the Portlet Palette. A horizontal line appears as you drag the portlet over areas in a category that we can move the portlet. When you move a portlet to a category, the portlet is placed in alphabetical order among the portlets already contained in this category.

  4. Drop the portlet by releasing the mouse key to move the portlet to another category.

  5. Click Close Portlet Palette to close the Portlet Palette.

General tips for working with the Portlet Palette are as follows:

  • You should be logged in to the portal site using an ID with sufficient access rights to modify a page. Access control for customizing and working with the Portlet Palette is based on portlet roles, portlet modes, and page permissions. The portlets available to us are also filtered by any restricted portlet lists that exist for a page. Refer to Access control for the Portlet Palette and Modifying Portlet Palette settings for more detailed information.

  • The drag-and-drop feature is present for default portal themes in rows and containers that are not locked.

  • Entries in the Portlet Palette could become obsolete. For example, when an administrator deletes a portlet from the portal while a user is creating or editing pages, the user may not be aware of these updates. A user must log out and log back in to the portal to view the changes made by the administrator. If a user attempts to drag a portlet from the Portlet Palette when the portlet no longer exists, a message is recorded to the portal logs. Although this is a rare situation, administrators should not remove and add portlets during normal business hours.

 

Parent topic:

Add portlets to a page with the Portlet Palette