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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)

  1. Optional- Under the Filters section, you can set the number to count or summarize specific records by condition(s) by using the condition builder.
6

Configure Number Display

  1. 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.