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There are three type of Widgets:
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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. | |||||
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Step 2 | From the
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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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 | ||||||
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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 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 | ||||||
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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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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 | ||||||
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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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The following preview shows how the All Widgets Report Widget above will display on a Dashboard.
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