Edit a Widget

Once your widget is created, the next step is to edit it. If you are not already in the widget, you can access by either clicking on its row in the widget list or on the View button that appears as you hover the list.

When editing the widget, the user has access to different tabs. 


Data: The Data tab allows the user to see what data source the widget is built on. In other words, it informs the user of what register the information comes from. This cannot be changed once the widget has been created. If the user chooses the wrong source by mistake, the widget has to be deleted and created again. The tab also allows you to see the widget type and change it if need be.   

Properties: The Properties tab allows you to view and modify information in the widget. Depending on the type of widget you selected, the options will be different. Those are detailed in other articles for every possible type of widgets. Please consult the related articles for more information.

Calculated Values (optional)Users can use this field to calculate arithmetic functions such as count, sum, minimum value, maximum value, average. Select what to calculate in the drop-down list and choose which function to apply. Various functions are available, depending on the type of field selected (number, text, values from a selection list, etc.) To apply these calculated values in a widget, the calculated value must be selected in the Properties tab. These values will always appear at the beginning of the drop-down list.

Targets (optional): The Objectives tab allows you to add threshold values to your widgets. This option offers a lot of flexibility: you can add as many lines as you want in your graphics and choose the value (numeric or text) and the colour of these lines to differentiate easily. Objectives can be visualized in bar charts, columns, lines, and areas.

Filters (optional): Filters refine the widget’s dataset according to specific criteria. To add a filter, first select whether the value you want to filter will be included or excluded. Then, select the value to include or exclude. The last drop-down menu contains several contextual operations based on the field type chosen. 

Reports: Use the Reports tab to know in which reports your widget is used.

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