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Step 1 | From the Reporting navigation pane, select Widgets. The Widgets list displays. | |||||
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Step 2 | From the drop-down list at the top of the list, select the type of Widget you want to create:
The Widget Details for that Widget type displays.
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Step 3 | Enter / select Details for a new Widget, using the field descriptions as a guide.
To display more of the Details fields on the screen, you can either:
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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. |
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Field Name | Description | ||||||
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General | This section contains general information about the Widget. | ||||||
Name | Name of the Widget | ||||||
Widget Type | Type of this Widget: System. | ||||||
Description |
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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 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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The following table describes the fields, buttons, and tabs that display in the Success/Finished Activity Widget Details, above.
Field Name | Description | ||||||
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General | This section contains general information about the Widget. | ||||||
Name | Name of the Widget.
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Widget Type | Type of this Widget: Activity. | ||||||
Description |
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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. | ||||||
| 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. | ||||||
| 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 |
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Preview | Provides a preview of how this Widget will display on a Dashboard. | ||||||
Delete |
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Close | For pop-up view only; closes the pop-up view of this Widget. |
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Field Name | Description | ||||||
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General | This section contains general information about the Widget. | ||||||
Name | Name of the Widget | ||||||
Widget Type | Type of this Widget: Report. | ||||||
Description |
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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 |
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Preview | Provides a preview of how this Widget will display on a Dashboard. | ||||||
Delete |
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Close | For pop-up view only; closes the pop-up view of this Widget. |
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