A Simple Banner widget is a strip of formatted text across a dashboard, with a background and buttons. Think of the notice at the top of a page that says what the page is for and where to go next. The product's card and modal call it Simple Banner.

Here is the test: does the page need a message on a colored strip, with a button and no picture beside the text? If yes, add a Simple Banner. For an image on one side and text on the other, use a Hero widget. For a plain title, use a Heading widget.

Example: during the audit the Vendor risk overview carries a Simple Banner that reads Audit window opens 1 Nov. "Security" sits above it in the CAPTION style, and the auditor's scope under it in Small Text. Its background is a solid color at full width. Two buttons sit under the text: Open evidence folder opens a URL in a new tab, and Log a finding opens the intake form.

The Audit window opens 1 Nov banner across the top of the Vendor risk overview, with its caption, subtitle and two buttons.

The widget lands on the dashboard. Drag it by its handle to move it.

The General tab holds two sections: Heading and Content.

Title is the widget's own name, prefilled with "Simple Banner". Description is a switch, off to start; on, it adds a text box and the choice As A Tooltip or Below The Title.

The banner text, in one rich-text editor. Its toolbar is the Heading widget's. Text Style, Bold, Italic, Underline and Strikethrough come first. Then Text Align, Text Color, Highlight Color and Code. Then Add Link, Quote, Bulleted List, Numbered List and Insert Checklist. Add dynamic text sits at the end. Text Style runs from Heading 1 to CAPTION, nine styles in all.

A caption, a title and a subtitle are three lines in three styles in this one editor. The overview's banner uses CAPTION, Heading 2 and Small Text.

Dynamic text is a placeholder the dashboard replaces with a live value for each viewer. Select Add dynamic text and pick one of the ten values listed in Dashboard Widget: Heading.

The General tab with the three lines of the audit banner in the Content editor.

The Style tab holds three settings: Background, Spacing and Width.

Three options: Background Color, Upload Image or External Image Link. Background Color is chosen to start, with a blue swatch and a color picker.

The space between the text and the banner's edge: S, M, L or XL.

Fixed keeps the banner inside the widget's own width. Full Width stretches it across the whole dashboard.

The Style tab with Background Color chosen, Spacing M and Width Full Width.

The Action Buttons tab holds two sections: Appearance and Buttons.

Alignment is three icon buttons: left, center and right. Size is S, M or L.

Select Add Button. The Button Settings popover opens. Its rows are Label (placeholder "Enter label"), Icon (No Icon to start, with a searchable icon library) and the color rows. Then Action and the rows for the chosen action. Then Show Tooltip (No | Yes, No to start), Ask for Confirmation (No | Yes, No to start) and Done.

Action lists four: Link to external URL (the default), Run a Script, Create a Record and Open a Form. A URL button adds URL and Open in (New Tab to start; Same Tab or New Tab). A form button adds Table, Form and Open in (Slider to start; Popup, Slider, Full Screen or New Tab). Show Tooltip set to Yes adds a small rich-text box, up to 200 characters. Ask for Confirmation set to Yes adds a Title, a Message and a Button Label with defaults. The full dialog, action by action, is in Button Row Widget.

The Action Buttons tab with the Button Settings popover open on Open evidence folder, Action set to Link to external URL.

Solution Managers and members with Full Access add and change widgets on a public dashboard. The owner does so on a private one. Every member who can open the dashboard sees the banner. See Dashboard Settings. A shared read-only page shows it too; see Public Dashboard Sharing.

In View mode the banner is text on its background with the buttons under it. A button opens its URL or its form, creates a record or runs a script when selected. Hover over a button and its tooltip shows in a dark bubble; with confirmation on, a dialog with Cancel and your button label opens first. A viewer who cannot do what the button does. At Fixed width the banner sits inside the grid of widgets; at Full Width it runs edge to edge.

A Filter widget and a Record Selector do not change a Simple Banner. It holds no records.

The banner at Fixed against Full Width, one frame with two states.

In Edit mode, hover over the widget and select Edit in the strip that appears above it. The modal reopens; change any tab and select Save Changes at the foot. Cancel after a change asks "Are you sure you want to exit without saving the changes you made?", with Exit Without Saving and Save Changes. The strip's More Options menu holds Minimize, Highlight Color, Duplicate Widget, Delete Widget and Collapsed by Default; see Managing Widgets.

Last verified 30 Oct 2026.