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Adding a Flow Chart Widget

1

Add a Widget to the Dashboard

In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button and select the ‘Flow Chart’ widget.
2

Name Your Widget

In sidebar in the top left corner , double click on Untitled widget and provide a name for the selected widget.
3

Configure the Input and Output

  • Input
  • Output
4

Choose a Data Source for the Input and Output

Choose a data source: Tables, Case Management Tables or Case Management Reportings and proceed by selecting the specific table column from the data source you would like to use.
5

Apply Filters to the Input or Output of the Flow Chart Widget (Optional)

Under the Filters section, you can filter specific records by condition(s) by using the condition builder.
6

Configure Number Display

Under the Numbers section:
  1. If you select Record Count: It will display the number of records available on the selected source table on the Flow Chart widget.
OR
  1. If you select Field Function (You can only add a Field Function if the selected column is a numeric value).
    1. Choose a column: Time from Case Open to Status,Time from Status to Status, Time in Status, Time to Close, Time to Assign
    2. Choose the sum operation that will be used to calculate the selected column values: Sum, Maximum, Minimum, Average or Median.

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Customize the Flow Chart Widget

In the Appearance tab, you can fully customize the Flow Chart Widget to match your dashboard’s style and needs. You have control over the color theme, central graphic, and labels for inputs and outputs:
  1. Select a color theme – Pick a color palette that fits your dashboard’s look.
  2. Choose a central graphic – Select the image or icon to display at the center of the widget.
  3. Set labels – Define labels for the inputs and outputs to clarify the flow of information.

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Editing a Flow Chart Widget

In the Data tab, any changes you make will be automatically applied to the Flow Chart widget in real time.

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Deleting a Flow Chart Widget

1

Select Delete Button

In the left-hand sidebar, click the icon in the top-right corner and then select the delete button.

2

Confirm Widget Removal

The Flow Chart widget will be removed from your Dashboard Building Interface.