Widget Configuration

Configuring Widgets

Let's check out how to configure various widgets on the platform.

Chart Filter Widget

1. Click on the Add Widget button at the center of the Dashboard page or the +Widget button at the top right.
2. A Add widget sidebar pops up containing all the 6 widget types.
   

Select and add a type of widget

3. Next, click on the + icon before the name CHART FILTER to add a Chart Filter widget.
4. This adds a new Chart Filter widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Also, select attributes from the Attribute list.
7. Set the Refresh frequency as per your requirements from the field located at the top right corner of the widget box.
8. Click on the Save button to save your widget.
   

Configure data fields of the Chart Filter widget

Workflow Status widget

1. Click on the Add Widget button at the center of the Dashboard page or the +Widget button at the top right.
2. An Add widget window pops up containing all the six widget types.
3. Next, click on the + icon before the name WORKFLOW STATUS to add a Workflow Status widget.
4. This adds a new Workflow Status widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Set the Refresh frequency as per your requirements.
7. Click on the Save button to save your widget.
   

Configure data for the Workflow Status widget

Dispute Status widget

1. Click on the Add Widget button at the center of the Dashboard page or the +Widget button at the top right section.
2. An Add widget window pops up containing all the six widget types.
3. Next, click on the + icon before the name DISPUTE STATUS to add a Dispute Status widget.
4. This adds a new Dispute Status widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. To set the Period, click on the period (3 days, 7 days, 30 days, 6 months or 1 year) displayed at the top of the chart to set the number of days.
7. Set the Refresh frequency as per your requirements.
8. Click on the Save button to save your widget.
   

Configure data for the Dispute Status widget

Instance Created widget

1. Click on the Add Widget button at the center of the Dashboard page or the +Widget button at the top right section
2. An Add widget window pops up containing all the six widget types.
3. Next, click on the + icon before the name INSTANCE CREATED to add an Instance Created widget.
4. This adds a new Instance Created widget to your Dashboard.
5. Select the Business Workflow from the dropdown list to assign a business workflow to the widget. The widget displays data from the selected business workflow.
6. Also, set the Period and Refresh frequency.
7. Click on the Save button to save your widget.

Configure data fields of the Instance Created widget

Edit Existing Widgets

Let's learn how to edit different types of existing widgets.

Renaming a widget

1.Click on the Dashboard page in the Navigation Panel to view the Dashboard.
2. Double-click on the name of the widget you want to rename. A typable Name field appears.
3. Now, type in the name you want for that particular widget and click twice outside the Name field. The widget is renamed.  

Renaming a particular widget

Update an existing widget

The Auditor can now update a widget with fresh data on dashboard.

To update an existing widget, scroll the mouse over the Dashboard page to locate the required widget category.

1. Click on the drop-down arrow next to the workflow and select the required workflow from the drop-down list.
2. Click on the Attribute drop-down arrow to select the desired attribute, if applicable.
3. Now, for the selected workflow, edit the information as needed.

Widget - Update

Modifying the period of a widget:

To set the Period of a widget, click on the period (3 days, 7 days, 30 days, 6 months or 1 year) displayed at the top of the chart to set the number of days as per your requirements.

Editing the Period of a widget

Adding another attribute:

1. Click on the Attribute field.
2. This opens a drop-down list below the field.
3. Select the checkboxes of the attributes you want to add.
4. This adds the selected attribute(s) to the widget.

Select the required attribute