You can create a new widget and add it to an existing or a newly created dashboard. You can create and modify widgets through two ways:
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Through the Administration page
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Through the Dashboard page.
Through the Administration Page
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On the Home page, click Administration>GLOBAL SETUP.
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Click Dashboard Widgets. To add a new widget details, click Add Row.
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Enter the Widget Name, Description, and Summary. Select the Type of the widget.
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Widget Name, Summary, and Type are mandatory columns.
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Summary refers to the content that display as the main heading in the widget like Pending OSD available or Pending Requisitions.
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Select the View Name, Module, and Page Name from the drop-down.
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View Name refers to the View builder query name that retrieves the data from the respective modules and displays it in a widget.
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If Type is a Workload widget, then the View Name is a mandatory column.
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Module name is a mandatory column
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Enter the Upper Threshold Value and select the Upper Threshold Color from the drop-down list.
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Threshold values refer to a range that you want to provide for any widget. Widget mostly displays the counts of multiple items like pending requisitions or pending agreements and so on.
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For example, if you want to retrieve the number of pending requisitions from a project, you can set an upper threshold value of 30, with threshold color red and a lower threshold value of 10 with color green. So, if a project has 30 or more pending requisitions, the widget displays in highlighted red color on the Dashboard.
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For values within the range of the threshold (upper and lower), by default, the grey color is allocated by the application.
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Threshold value is not a mandatory column, however if you are giving threshold value then threshold color is a mandatory field and vice-versa.
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Enter the Lower Threshold Value and select the Lower Threshold Color from the drop-down list.
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To add a role to the created widget, in the Widget Roles, click Add Row.
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Select the Role Name from the drop-down list and type the Description. Click Save.
Through the Dashboard page
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On the Home page, click Dashboard>Create.
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On Create Dashboard pop-up, on the left side, click Create Widget.
Dashboard Widgets page appears in a new window.
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To add a new widget details, click Add Row.
You can also update and delete an existing widget of the selected Dashboard.
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Follow same steps from steps 3 to 8 as mentioned above in "Create widget through Administration Page".