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A widget is an extension to the main dashboard user interface, where data and content can be added inside of it for a specific purpose. For example, a bar chart to show the most accessed security audits per user would be a widget example.

Use the table of contents on top to navigate this section.

Widgets Section

  1. From the navigation, click Widgets. A page like this displays:

...

Data Displayed

KPI

Description

Data Type

Id

The widget id.

Numerical

Name

The name of the widget.

Note

Limited to 255 characters

Text

Type

The type of widget. Please see the following table below.

Text

Created By

The person who created the widget. Their display name and email are shown.

Text

Created Date

The date created.

Date

Modified By

The person who made the last modification. Display name and email displays here.

Text

Last Modified Date

The date last modified.

Date

...

The report brings in the data needed for the widget.

A preview shows is shown below:

...

Info

Important: Depending on the type of report selected for the widget, the columns and values displayed in the preview will change.

Tip

Tip: When selecting a report that includes JSON values, the preview will allow users to select JSON or JSON_ARRAY in their respective columns to expand the information. See the images below.

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Note

Warning: All newly created Dashboards, Widgets, and Filters must have unique names/titles. In case the user tries to save a widget with a name/title that has already been used, a message will show on screen. At this point, select a different title for the widget.

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Visualization

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  1. In the Visualization tab, users can select the type of widget from one of the four categories:

  • Collections

    • Table

    • Tree

    • List

  • Charts

    • Column Chart

    • Line/Area

    • Bar Chart

    • Pie

    • Combined Chart

  • General

    • KPI

    • Progress Bar

    • Text

  • Notices

    • Alerts

    • Badges

    • Circle

...

Changing the type of widget will now save the configurations made to columns etc and bring them to the new widget visualization.

Actions

  1. The Actions tab allows users to add action buttons to widgets. These buttons allow the users to assign different actions. When switching to the Actions tab, Select the Add Action Button to add a first action button.

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From here, users can either adjust the settings for the button, delete that button, or add additional buttons to the widget.

  1. To adjust the settings of the action button, click on the wordButton.

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The following screen shows:

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Button type

Allows the user to select the type of button from

  • Regular

  • Hollow

  • Primary

  • Danger

Icon

Allows the user to select from various icons for the button.

Text

Allows the user to customize the text of the button and rename it. For example, instead of the button displaying the word Button, it could show the word Metrics.

Actions

Allows the user to add an Action to the Button.

  1. To add an action to a button, click on + Add action.

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From here, users can click on Action to customize what action the button will perform.

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Job Process Type

Functionality

Asynchronous

The job will execute eventually after picking from the queue.

Synchronous

The job will execute at the same time.

  1. Once the Job Process Type has been selected, the Required Parameters for the selected handler should be configured:

  2. Edit the various labels to be used in the User Submit Form.

  3. Configure the Widget Parameters. The available fields will vary depending on the columns of the chosen report.

It is also possible to adjust the Availability of the action button by adding a condition or a condition group, depending on the user’s needs.

...

To delete a widget, from the main widgets page, click on the hamburger icon of the widget you wish to delete.

...

  1. If the widget is not currently being used in any Dashboard, the following prompt will show:

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  1. Select Delete to confirm the widget deletion. Alternatively, select Cancel to abort the deletion process and go back to the main Widget page.

  1. If the widget is currently being used in one or more Dashboards, the following prompt will show:

...

Tip

TIP: To find out where the widget is currently being used, click on the hamburger icon and select Where Used.