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Adding a Numbers Widget

1

Add a Widget to the Dashboard

In the Edit Mode tab of the Dashboards Building Interface, click the “add a widget” button.
2

Select the Number Option

Choose the number option from the widget list.
3

Name Your Widget

In sidebar in the top left corner , double click on Untitled widget and provide a name for the selected widget.
4

Choose a Data Source

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 Your Widget (Optional)

Under the Filters section, you can use the condition builder to define one or more conditions that determine which records are included, filtering the underlying data accordingly. You can also create nested conditions to group related conditions together and apply their own AND or OR logic, enabling more advanced and precise filtering.
6

Configure Number Display

Under the Numbers section:
  1. If you select Record Count:
    1. It will display the number of records available on the selected source table on the Numbers 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 Status Open to Status, Time in Status, Time to Assign, Workflow Runtime Duration
    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 Number Widget

In the ‘Appearance’ tab, you can customize the Number Widget by selecting both the display format and the color theme. The available number formats are:
  1. Default – Displays numbers in then standard format. This is the default setting.
  2. Percentage – Converts numbers into a percentage format, making it easy to represent proportions or ratios.
  3. Currency – Formats numbers as currency. You can also select the desired currency symbol to match your needs.

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Editing a Number Widget

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

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Deleting a Number 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 Number widget will be removed from your Dashboard Building Interface.