How to Add/Edit Widgets and customize Interface/Dashboards
Widgets 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 feature allows you to customize dashboards based on your requirements. For more details on creation of dashboards, please refer the following link: How To Create Role-Based Interface/Dashboards/Layouts | Wavity
Existing dashboards can be edited or updated in ThePlatform by the admin. Click on “Edit Dashboard” from your dashboard as shown below.
Click on ‘Arrows’ Icon to drag and drop the dashboard.
Click on ‘Configure Widget’ settings icon to edit/update the widget.
Click on ‘Delete’ icon to delete a particular widget.
Click on “3 dots” icon to refresh existing widgets and to export all data in the widget to excel sheets.
Click on “Fliter Icon” to filter out data in the table widget based on your requirements.
Administrator can add/ edit/ delete the widgets at any point of time. Click on “Add Widget” from your dashboard.
After clicking on “Add Widgets”, You can activate any of the Global Widgets as shown below as per your requirements.
Upon activation of Widgets, It will display a ‘Tick with green color’ as shown below. Click on ‘Down arrow’ as shown below to create new widgets.
You can create various types of widgets such as Reports, Analytics, Table, Links, Bulletin & Columns from the dashboard.
Click on “Links” to create a quick link widget in the dashboard.
Links: Provide the required name such as "Widget Title" in the Text box.
Provide the “Title” as shown below. Title will be displayed in the quick link. Select the data source application for the title selected.
Select the Type you want to display in the widget after clicking on title link. Selecting “Create” will create a new form fields to be filled. Selecting “List” will display all the existing records in the data source application/forms.
Click on the “Box” Icon as shown below.
It will show case all the form fields for the selected data source Application/Form. You can select or deselect any of the fields asper your requirement. Only the selected data fields will be showcased after clicking the link.
Click on “Delete Icon” (last icon in the below image) to delete the link.
Click on “Filter Icon” to apply filters to the selected data source application.
Select the User category such as End user, Approver, Manager & Moderator under permissions as shown below. Only the selected user category will be able to edit/view the link of the data source application.
Select the “Field” of the data source application to be filtered. You can select any of the operator. Equal, Not Equal, In, Empty and Not Empty are some of the common operator controls.
Depending on the form field selected, All the Values will be displayed which can be selected under ‘Value’ dropdown box. You can select the value as per your requirement to apply filters.
You can apply multiple filters by enabling “And” and “Or "functions. Enabling “And” filter will apply if both filters are satisfied. Enabling “Or” filter will apply if either of the filters are satisfied. Click on “Apply Filters” button as shown below.
Click on “Save” button to update the widget.
As a final step, Click on “Save” button to update the dashboard/interface.
Similar steps can be carried out to add Analytics, Reports,Table & Column Widgets in the dashboard/interface.
Analytics: Provide the required information such as Widget Title in the Text box as shown in below image.
Below ‘Analytic Widget Creation’, you can provide the permissions for the analytic and Data Source Application name. Click on “Create” to add New Analytics Widget in your dashboard.
Reports: Reports allows to add multiple analytics in a link format. Please refer below example of a report widget.
Provide the required information such as Widget Title in the Text box as shown in below image.
Below ‘Report Widget Creation’, you can provide the permissions for the analytic and Data Source Application name. Click on “Create” to add New Reports Widget in your dashboard.
Table widgets are replication of apps. Instead of apps, Wavity uses table widgets to display data in the dashboard/interface as per your requirements.
Table Widgets: Provide the required information such as Widget Title in the Text box. Below ‘Table Widget Creation’, you can provide the permissions for the widget and select the source application. Also, filters can be applied based on your requirements in Table widget. Click on “Create” or "Save” to add or update Table Widget in your dashboard.
By Enabling “Allow Inline Actions” in the above image, You will be able to edit all the form fields directly in the list by clicking on “Orange Icon” as shown below.
Certain more features can be enabled or disabled in Table widget.
For example, Enable “Show Text Comprehend Result” and click on Save button to update.
After enabling the above feature, AI Sentiment analysis with Emojis will be featured as shown in below image.
You can also add column widgets into the dashboard. Column widgets shows data with conversational view.
Column Widgets: Provide the required information such as Widget Title in the Text box. Below ‘Table Widget Creation’, you can provide the permissions for the widget and select the source application.
Click on “Create” or “Save” to add or update Collum Widget in your dashboard.
Collumn Widget will be featured in the dashboard/interface as shown in below image.
Click on the Title to view the column view in details. Collumn view allows users to communicate seamlessly and also to execute macros. Please refer below image of column widget.
As shown in the above images, Editing dashboards and Adding widgets can be performed as per your business requirement to build customized solutions in Wavity.