Configure default settings for widgets

For the widgets displayed in a layout, you can configure default settings for drop-down lists in configuration mode, depending on the respective widget.

To do this, follow these steps:

1. Open a drop-down list contained in the widget.
2. Select the desired default setting in the list by clicking on it.
   

   

   
   The widget is customised.
3. Proceed in the same way for all other drop-down lists in the widget.
4. Finally, select the "Save" button.
   Users will now see these preset default settings when they start the Wealth Portal.