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There are three type of Widgets:

Anchor
Creating a Widget
Creating a Widget
Creating a Widget

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Note
titleNote

You can create Widgets (Activity Widgets and Report Widgets only; System Widgets cannot be created) only if you have been assigned the ops_admin, ops_report_admin, or ops_widget_admin role; otherwise, the New button does not display at the top of the Widgets list.

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Step 1

From the Reporting navigation pane, select Widgets. The Widgets list displays.
 

Step 2

From the Image RemovedImage Added drop-down list at the top of the list, select the type of Widget you want to create:

  • Activity Widget
  • Report Widget

The Widget Details for that Widget type displays.

Note
titleNote

The General section of Widget Details is the same for System, Activity, and Report Widgets, but the Details section is different for all three types of Widgets.


Step 3

Enter / select Details for a new Widget, using the field descriptions as a guide.

  • Required fields display an asterisk ( * ) after the field name.
  • Default values for fields, if available, display automatically.

To display more of the Details fields on the screen, you can either:

  • Use the scroll bar.
  • Temporarily hide the list above the Details.
  • Click the New button above the list to display a pop-up version of the Details.

Step 4

Click a Save button. The Widget record is added to the database, and all buttons in the Widget Details are enabled.

Step 5

To see how the Widget will display, click the Preview button.
 
Graphic Widgets identify the entries that comprise the graphic with color, and an alphanumeric key identifies the number of each entry type represented by the color. You also can see what percent of Widget entries are in each type by hovering your cursor over that portion of the graphic.

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The following System Widget Details is for the System Details Widget. See the field descriptions below for a description of all fields that display in the System Widget Details for the System Details Widget.
 

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Field Name

Description

General

This section contains general information about the Widget.

Name

Name of the Widget

Widget Type

Type of this Widget: System.

Description

Include Page
IL:Summary
IL:Summary

Refresh Rate (Seconds)

Time interval (in seconds) when the dynamic data in this Widget is refreshed.

Details

This section contains detailed information about the Widget.

System Widget Type

Type of this System Widget.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Widget Details that let you perform various actions.

Preview

Provides a preview of how this Widget will display on a Dashboard.

Close

For pop-up view only; closes the pop-up view of this Widget.

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The following preview shows how the System Details Widget above will display on a Dashboard.
 

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You also can create an Activity Widget that is a composite of other Activity Widgets

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Composite Widgets

Composite Widgets are Activity Widgets composed of other Activity Widgets. Composite Widgets can contain any Activity Widgets except other composite Widgets.

To create a Composite Widget, you select task instance statuses for the Widget in the Composite Status(es) field in the Activity Widget Details.

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The following Activity Widget Details is for a Success/Finished Activity Widget: a widget based on Success and Finished task instance statuses. See the field descriptions below for a description of all fields that display in the Activity Widget Details.
 

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Field Name

Description

General

This section contains general information about the Widget.

Name

Name of the Widget.
 

Note
titleNote

The name of an Activity Widget should reference - either directly or indirectly - the task instance Status(es) for which it is created. For Example, if you create a Widget for a specific status and simply name it Widget A, and Widget A then is included in a Composite Widget, that Composite Widget will display on a Dashboard with an entry for Widget A, which provides no indication of the status for which it was created.


Widget Type

Type of this Widget: Activity.

Description

Include Page
IL:Summary
IL:Summary

Refresh Rate (Seconds)

Time interval (in seconds) when the dynamic data in this Widget is refreshed.

Details

This section contains detailed information about the Widget.

Anchor
Status(es)
Status(es)
Status(es)

Task instance status(es) to include in this Widget.

Time Constraint

Time frame for which you want task instances in the selected status(es) to be included in this Widget.
 
The Time Constraint defined for a Composite Widget overrides the Time Constraints defined in each of its individual Activity Widgets.

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Composite Status(es)
Composite Status(es)
Composite Status(es)

Activity Widget(s) to include in this Widget. Each Activity Widget represents one or more task instance statuses. Selecting one or more Activity Widgets in this field, rather than selecting status(es) in the Status(es) field, makes this Widget a composite Activity Widget.

Composite Color

Color used on a Dashboard for this Widget if it is part of a composite Activity Widget.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Widget Details that let you perform various actions.

Save

Saves a new Widget record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

Update

Include Page
IL:Update button
IL:Update button

Preview

Provides a preview of how this Widget will display on a Dashboard.

Delete

Include Page
IL:Delete button
IL:Delete button

Close

For pop-up view only; closes the pop-up view of this Widget.

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The following preview shows how the Success/Finished Activity Widget above - provided by Universal Controller - will display on a Dashboard.
 

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The following Report Widget Details is for an All Widgets Report Widget: it is based on a report using the Widgets (ops_widget) Universal Controller Reportable table. See the field descriptions below for a description of all fields that display in the Report Widget Details.
 

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Field Name

Description

General

This section contains general information about the Widget.

Name

Name of the Widget

Widget Type

Type of this Widget: Report.

Description

Include Page
IL:Summary
IL:Summary

Refresh Rate (Seconds)

Time interval (in seconds) when the dynamic data in this Widget is refreshed.

Details

This section contains detailed information about the Widget.

Report

Report on which this Widget is based.

Metadata

This section contains Metadata information about this record.

UUID

Universally Unique Identifier of this record.

Updated By

Name of the user that last updated this record.

Updated

Date and time that this record was last updated.

Created By

Name of the user that created this record.

Created

Date and time that this record was created.

Buttons

This section identifies the buttons displayed above and below the Widget Details that let you perform various actions.

Save

Saves a new Widget record in the Controller database.

Save & New

Saves a new record in the Controller database and redisplays empty Details so that you can create another new record.

Save & View

Saves a new record in the Controller database and continues to display that record.

Update

Include Page
IL:Update button
IL:Update button

Preview

Provides a preview of how this Widget will display on a Dashboard.

Delete

Include Page
IL:Delete button
IL:Delete button

Close

For pop-up view only; closes the pop-up view of this Widget.

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The following preview shows how the All Widgets Report Widget above will display on a Dashboard.
 

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