Dashboard

Process Breakdown Widget
Adding a Process breakdown widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you ...
Wed, 31 Jul, 2024 at 8:53 AM
Process Sum Widget
Add a Process sum widget when you want to display the total sum or average of a money or quantity field in a process in a widget. There are two choices of w...
Wed, 31 Jul, 2024 at 8:54 AM
Process Days Widget
Process days widget allows you to choose a view from a process and a date field. Then display the amount of days since the last time that date field was use...
Wed, 31 Jul, 2024 at 8:54 AM
Process Count Widget
A Process count widget will display a count of the forms from a view in a process. Typically a Process count widget is used with a filtered view to show a c...
Wed, 31 Jul, 2024 at 8:58 AM
Process Growth Widget
Add a Process growth widget if you want to show the changes occurring in a process. For example, the Process Growth Widget below shows the growth of orders ...
Wed, 31 Jul, 2024 at 9:01 AM
Yes/No List Fields Widget
The Yes/no List Field widget displays a summary of the values from a Yes/no List field in a Process. All Yes/no List fields from the process will be display...
Wed, 31 Jul, 2024 at 9:04 AM
Yes/no List Breakdown Widget
The Yes/no breakdown widget, displays the breakdown of values from Yes/no list fields. To setup this widget: Enter a Widget name and Display te...
Wed, 31 Jul, 2024 at 9:26 AM
Top Form Widget (Ring the Bell)
The Top form widget allows you to see the top form in a process view. This can be used to highlight the latest or largest sale.  When configuring t...
Thu, 27 Jun, 2024 at 9:52 AM
Dashboard Filters
The purpose of dashboard filters is to reduce the number of dashboards you have to create to display the information you want.  Consider an organization...
Fri, 3 Apr, 2020 at 9:22 AM
Dashboard Pages
Use dashboard pages to provide users with organized access to data you know that they want and use frequently.  Consider a dashboard that displays laggi...
Thu, 6 Sep, 2018 at 5:47 PM