How to Add/Edit Widgets

How to Add/Edit Widgets

  • Widgets are available in all dashboards of Wavity platform. You can also add new widgets from your dashboard.
  • You 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 Reports, Analytics, Table widgets, Links from the dashboard. Click on “Links” to create a quick link in the dashboard.
  • Links: Provide the required information such as Widget Title in the Text box. Enable Hide filters if needed. Selecting “Hide filters” will not display Advanced filter option in the App.
  • 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.
  • Click on the “Box” Icon as shown below.
  • It will show case all the Data controls for the selected data source application. You can select or deselect any of the controls as per your requirement. Only the selected data controls will be showcase 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 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 displayed to 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 as shown below.
  • As the final step to adding a “Link” Widget, Click on “Save” button as shown below. Similar steps are to be carried out to add Analytics, Reports, Table Widgets in the dashboard
  • Analytics: Provide the required information such as Widget Title in the Text box. Below ‘Analytic Widget Creation’, you can provide the permissions for the analytic and Data Source Application name. Click on Create to create a New Analytics Widget in your dashboard.
  • Reports: Provide the required information such as Widget Title in the Text box. Below ‘Report Widget Creation’, you can provide the permissions for the analytic and Data Source Application name. Click on Create to create a New Reports Widget in your dashboard.
  • Table widgets are replication of apps. Instead of apps we use table widgets to look at all the records in the apps by applying filters.
  • 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 analytic and Data Source Application name. You can apply similar filters in Table widget. Click on Create to create a New 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.
  • 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.
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