How to Add and Edit Column Widgets in Wavity
  • Widgets in Wavity are interactive components or visual elements within a user interface (UI) that provide users with specific functionalities, data visualizations, or quick access to information and actions.
  • Widgets can be added/edited to interfaces/dashboards in Wavity platform. This features allows you to customize dashboards based on your requirements. For more details on creation of dashboards or interface, please refer the following link: How To Create Role-Based Interface/Dashboards/Layouts | Wavity
  • Only an Admin of your organization has the access to create or update widgets in Wavity.
  • To create a new columns widget: Click on “Manage Widget”.
  • The Widget Settings pop-up will be displayed. As shown in the image below, all existing active widgets in the layout are listed. To create a new widget, click the ‘Create New’ button.
  • You can create various types of widgets such as Reports, Analytics, Table, Links, Bulletin & Columns in the layout.
  • To create a new Column widget, click on "Columns".
  • Choose a color for the widget to customize its appearance.
  • Enter a title for the widget to identify it clearly.
  • Select the appropriate data source or application from which the data will be displayed.
  • Under ‘Column headers’ section, Select a maximum of 2 headers. Unique Identifier’s such as “ticket number” or “request id” will be selected by default.
  • Under ‘Record headers’ section, Select any number of headers or fields as per your requirement. Preferably, Select the data headers which are a relevant part of the form.
  • Click on ‘Re-order’ icon to use the drag and drop tool to rearrange the headers or fields as per your requirement.
  • Under Permissions, select the appropriate user category such as End User, Approver, Manager, or Moderator, as shown below. Only users in the selected category will be able to view or edit the link to the data source application.
  • In the Status Control dropdown, select the field (e.g., 'Status') that will be used to display progress in the progress bar.
  • Select the features you need by checking or unchecking the options below. Common features available in Table widgets include: (Enabling Conversational UI is recommended).
    1. Auto Refresh: Automatically updates the data within the table at specified intervals.
    2. Read Status: Displays unread records in bold for easy identification.
    3. Conversational UI: Presents records in a conversational format, allowing users to reply interactively and also enables using macros (predefined responses).
    4. Show Text Comprehend Result: Displays records with AI-driven sentiment analysis.
  • To apply filters: Choose the field from the data source application that you want to filter. You can apply various operators such as Equal, Not Equal, In, Empty, and Not Empty.
  • Based on the selected field, all corresponding values will be displayed in the Value dropdown. Select the required value to apply the filter.
  • To add more complex filtering conditions, you can use the "And" and "Or" functions: Enabling "And" will apply the filter only if all conditions are met. Enabling "Or" will apply the filter if any condition is met.
  • Finally, Click on ‘Create’ to create a new table widget.
  • Column Widget will be featured in the dashboard/interface as shown in below image. Click on the title of the column widget.
  • Column widget with conversational UI allows users to communicate seamlessly and also to execute macros (pre-defined responses).