Managing widgets
After having defined the header of the widget homepage, you can proceed to:
Adding a widget
The widget homepage feature enables you to add various types of widgets depending on the type of information that you want to display in the widget homepage and the purpose you want each widget to serve. Widgets are placed in specific areas of the widget homepage depending on their type; this layout is specifically designed to organize the information in a structured way and help end-users quickly identify the purpose of each of them. The layout of the homepage is composed of three columns even placed on the page.
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It is not possible at the moment to move widgets in the widget homepage; their placement in the widget homepage is predetermined.
The following table lists the various widgets that you can use to build your widget homepage.
| Widget Type | Description | Reference |
|---|---|---|
| Company Updates |
This widget enables you to give information about your organization in the form of short snippets of text. In addition, you can include an image and a link to an external resource to each of the individual updates. It is displayed at the top of the widget homepage and spans two columns. |
Company Updates Widget |
| Information |
This widget enables you to provide additional information about the company or internal processes. You have the possibility to add several pieces of information and to add an image to each chunk of text. It is placed in the center column of the widget homepage, immediately under the Company Updates widget. |
Information Widget |
| Links |
This widget enables you to specify company resources outside of the application, such as an intranet, documents or an e-learning platform. It is located at the top of the right-hand column of the widget homepage. |
Links Widget |
| Help and Guidance |
This widget enables you to provide tips and useful information to help users navigate through their tasks in the form of short snippets of text to which a link is included. Additionally, you can create groups to categorize the tips. It is located in the right-hand column of the widget homepage. |
Help and Guidance Widget |
| Further Resources |
This widget enables you to offer additional resources in addition to information and links. You can group resources by category and use links in each resource. It is located at the bottom of the right-hand column of the widget homepage. |
Further Resources Widget |
| Contact |
This widget enables you to list key stakeholders in your company, with their contact information such as their phone number and email address, to help employees easily reach the people who matter. It is located in the left-hand column of the widget homepage. |
Contact Widget |
| Timeline |
This widget enables you to build a timeline of key dates for your company, for instance as a reminder about deadlines or to keep track of upcoming events. You can create groups and build timelines for different purposes and include a link for each date. It is located in the left-hand column of the widget homepage, immediately under the Company Updates widget. |
Timeline Widget |
| Image |
This widget enables you to specify images to be used in the homepage, such as a logo or company-branded image. You can also include a link to each image. It is located in the center column of the widget homepage, under the Information widget. |
Image Widget |
| Documents |
This widget enables you to specify up to five documents from the user's inbox to be displayed according to a specific date range. It is located in the right-hand column of the widget homepage. |
Documents Widget |
| Deep Links |
This widget enables you to define links that will take users to specific places within the application, such as processes or reports. It is located in the right-hand column of the widget homepage, under the Links widget. |
Deep Links Widget |
| Pie Chart |
This widget enables you to create a pie chart based on defined field values from a selected data source. It is located in the left-hand column of the widget homepage and up to two Pie Chart widgets can be added. |
Pie Chart Widget |
| Large Table Widget |
This widget enables you to build a large table (up to 8 columns) which displays information from a data source and with the possibility to included a deep link. It spans two columns on the left-hand side of the widget homepage and up to two Large Table Widget widgets can be added. |
Large Table Widget |
| Small Table Widget |
This widget enables you to create a small table (up to 4 columns) which displays information from a data source and with the possibility to include a deep link. It spans one column on the left-hand side of the widget homepage and up to two Small Table Widget widgets can be added. |
Small Table Widget |
To add a widget to a widget homepage, proceed as follows:
Make sure that the widget homepage that you want to configure is opened in edit mode (see Managing widget homepage).
If it is opened, collapse the Header section of the configuration page using the chevron, and then expand the Widgets section.
Click the Add Widget button, located at the right of the widget section header. A drop-down list is displayed.
Select, in the list of available widgets, the widget that you want to add to the widget homepage.
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Only one instance of each widget can be added to the widget homepage. Widgets that have already been added to the widget homepage are no longer available in the list. If all the widgets have been added, then the Add Widget button is disabled.
Configure the specific properties of the widget. For more information about the individual properties of each widget, see the links in the table above.
Click Save in the lower-right corner of the application window. The widget is now added to the homepage.
Configuring widgets
The Company Updates widget enables you to give information about your organization in the form of short snippets of text. In addition, you can include an image and a link to an external resource to each of the individual updates.
It is displayed at the top of the widget homepage and spans two columns.
The following table lists the configuration parameters available for the Company Updates widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Company Updates" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Title | Enter the name of the individual update that you want to display in the Company Updates widget. |
| Image |
Select, using the Browse button the image that you want to associate to the update. The application supports JPEG, JPG and PNG formats and the size of the images cannot exceed 1MB. |
| Description | Enter text corresponding to the company update that you are configuring. |
| External Link | If you want, use this field to add a link to an external resource. |
| Start Date | Date from which the company update will be visible in the Company Updates widget of the widget homepage. |
| End Date | Date after which the company update will no longer be visible in the Company Updates widget of the widget homepage. |
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You can add another company update by clicking the Add button located immediately under the last configured update.
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To delete an individual company update, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Information Widget
The Information widget enables you to provide additional information about the company or internal processes. You have the possibility to add several pieces of information and to add an image to each chunk of text.
It is placed in the center column of the widget homepage, immediately under the Company Updates widget.
The following table lists the configuration parameters available for the Information widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title | Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Information" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Rich-text field | Use the rich-text field to write the individual piece of information that you want to display in this widget. Use the formatting tools to give your text a better look and feel. |
| Image | Select, using the Browse button the image that you want to associate to the update. The application supports JPEG, JPG and PNG formats and the size of the images cannot exceed 1MB. |
| Display image before text | Check this box if you want any image that you have uploaded for this piece of information to be displayed before the text in the widget homepage. |
| Start Date | Date from which the company update will be visible in the Information widget of the widget homepage. |
| End Date | Date after which the company update will no longer be visible in the Information widget of the widget homepage. |
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You can add another company update by clicking the Add button located immediately under the last configured update.
To delete an individual piece of information, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
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Links Widget
The Links widget enables you to specify company resources outside of the application, such as an intranet, documents or an e-learning platform.
It is located at the top of the right-hand column of the widget homepage.
The following table lists the configuration parameters available for the Links widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Links" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Group 01 | |
| Title | Enter a name for link group 1. By default, when you're configuring the Links widget, a group is already created for you. You can choose to leave the title of that group blank to display the links without grouping. If you're planning on adding several link groups, make sure that you enter a value in this field. |
| Start Date | Date from which the company update will be visible in the Links widget of the widget homepage. |
| End Date | Date after which the company update will no longer be visible in the Links widget of the widget homepage. |
| Links | |
| Title | Enter a title for the link. This will be used as the display name of the link in the widget homepage. |
| Link | Enter the URL of the link. |
| Description | If you want add additional information regarding the link, such as its purpose. |
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You can add another link to the same group by clicking the Add button or add another link group by clicking the Add Group button.
If you want to use individual links with a date range for each link, use a group for each link.
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To delete an individual link or a link group, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Help and Guidance Widget
The Help and Guidance widget enables you to provide tips and useful information to help users navigate through their tasks in the form of short snippets of text to which a link is included. Additionally, you can create groups to categorize the tips.
It is located in the right-hand column of the widget homepage.
The following table lists the configuration parameters available for the Help and Guidance widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Help and Guidance" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Group 01 | |
| Title | Enter a name for tips group 1. By default, when you're configuring the Help and Guidance widget, a group is already created for you. You can choose to leave the title of that group blank to display the tips without grouping. If you're planning on adding several tip groups, make sure that you enter a value in this field. |
| Start Date | Date from which the tip group will be visible in the Help and Guidance widget of the widget homepage. |
| End Date | Date after which the tip group will no longer be visible in the Help and Guidance widget of the widget homepage. |
| Links | |
| Title | Enter a title for the link. This will be used as the display name of the link in the widget homepage. |
| Link | Enter the URL of the link. |
| Description | If you want add additional information regarding the link, such as its purpose. |
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You can add another tip to the same group by clicking the Add button or add another group by clicking the Add Group button.
If you want to use individual tips with a date range for each, use a group for each piece of guidance.
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To delete an individual tip or a tip group, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Further Resources Widget
The Further Resources widget enables you to offer additional resources in addition to information and links. You can group resources by category and use links in each resource.
It is located at the bottom of the right-hand column of the widget homepage.
The following table lists the configuration parameters available for the Further Resources widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Further Resources" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Group 01 | |
| Title | Enter a name for resource group 1. By default, when you're configuring the Further Resources widget, a group is already created for you. You can choose to leave the title of that group blank to display the resources without grouping. If you're planning on adding several resource groups, make sure that you enter a value in this field. |
| Start Date | Date from which the resource group will be visible in the Further Resources widget of the widget homepage. |
| End Date | Date after which the resource group will no longer be visible in the Further Resources widget of the widget homepage. |
| Links | |
| Title | Enter a title for the link. This will be used as the display name of the link in the widget homepage. |
| Link | Enter the URL of the link. |
| Description | If you want add additional information regarding the link, such as its purpose. |
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You can add another link to the same group by clicking the Add button or add another resource group by clicking the Add Group button.
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To delete an individual resource or resource group, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Contact Widget
The Contact widget enables you to list key stakeholders in your company, with their contact information such as their phone number and email address, to help employees easily reach the people who matter.
It is located in the left-hand column of the widget homepage.
The following table lists the configuration parameters available for the Contact widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Contact" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Person or Service | Enter the name of the person or service/department whose contact information you're adding. |
| Image |
Select, using the Browse button the image that you want to associate to the update. The application supports JPEG, JPG and PNG formats and the size of the images cannot exceed 1MB. |
| Text | Provide more information about the person or the service department. For instance, you may want to provide the job title of a person, or the location of a service. |
| Telephone | Phone number of the person or service/department. |
| Email address of the person or service/department. | |
| Additional Information | Use this field to add any additional information you want to provide about the person or the service/department. For instant, active hours, or circumstances in which the entity should be contacted. |
| Start Date | Date from which the contact will be visible in the Contact widget of the widget homepage. |
| End Date | Date after which the contact will no longer be visible in the Contact widget of the widget homepage. |
This is a tip message.
You can add another contact by clicking the Add button.
This is a tip message.
To delete an individual contact, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Timeline Widget
The Timeline widget enables you to build a timeline of key dates for your company, for instance as a reminder about deadlines or to keep track of upcoming events. You can create groups and build timelines for different purposes and include a link for each date.
It is located in the left-hand column of the widget homepage, immediately under the Company Updates widget.
The following table lists the configuration parameters available for the Timeline widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Timeline" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Group 01 | |
| Title | Enter a name for date group 1. By default, when you're configuring the Timeline widget, a group is already created for you. You can choose to leave the title of that group blank to display the links without grouping. If you're planning on adding several date groups, make sure that you enter a value in this field. |
| Start Date | Date from which the resource group will be visible in the Timeline widget of the widget homepage. |
| End Date | Date after which the resource group will no longer be visible in the Timeline widget of the widget homepage. |
| Events | |
| Event Date | Date of the upcoming event or of an event of interest in the past. |
| Event | Name of the event. |
| Link | If you want, add a link related to the event, such as a link to a Website or an intranet page with photos. |
This is a tip message.
You can add another event to the same group by clicking the Add button or add another date group by clicking the Add Group button.
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To delete an individual event or an event group, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Image Widget
The Image widget enables you to specify images to be used in the homepage, such as a logo or company-branded image. You can also include a link to each image.
It is located in the center column of the widget homepage, under the Information widget.
The following table lists the configuration parameters available for the Image widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Image" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Title | Enter the title that you want to give to the image. Any value entered here will be displayed before the image in the widget homepage. |
| External Link | If you want, enter the URL to an external resource. If a link is defined, the image will then be clickable and the defined link will open upon clicking it. |
| Image | Select, using the Browse button the image that you want to associate to the update. The application supports JPEG, JPG and PNG formats and the size of the images cannot exceed 1MB. |
| Start Date | Date from which the company update will be visible in the Image widget of the widget homepage. |
| End Date | Date after which the company update will no longer be visible in the Image widget of the widget homepage. |
This is a tip message.
You can add another image by clicking the Add button.
This is a tip message.
To delete an individual image, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Documents Widget
The Documents widget gives end-users quick access to a number of documents available in the My Documents tab of the "Inbox" component. The number of documents and their visibility is determined by a date range.
The Documents widget is located in the right-hand column of the widget homepage.
The following table lists the configuration parameters available for the Documents widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Documents" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Number of documents to display | Select the number of inbox documents that you want to display in the widget. The maximum number of documents is 5. |
| Display Documents Published After | Select the reception date from which you want to display inbox documents. Any documents received before that date will not be displayed. If no documents match the selected date, then a message indicating that there are no documents available will be displayed to end-users in the widget homepage. |
| Start Date | Date from which the company update will be visible in the Documents widget of the widget homepage. |
| End Date | Date after which the company update will no longer be visible in the Documents widget of the widget homepage. |
Deep Links Widget
The Deep Links widget enables you to define links that will take users to specific places within the application, such as processes or reports.
It is located in the right-hand column of the widget homepage, under the Links widget.
The following table lists the configuration parameters available for the Deep Links widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Deep Links" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Group 01 | |
| Title | Enter a name for deep link group 1. By default, when you're configuring the Deep Links widget, a group is already created for you. You can choose to leave the title of that group blank to display the deep links without grouping. If you're planning on adding several deep link groups, make sure that you enter a value in this field. |
| Start Date | Date from which the resource group will be visible in the Deep Links widget of the widget homepage. |
| End Date | Date after which the resource group will no longer be visible in the Deep Links widget of the widget homepage. |
| Links | |
| Name | Enter the name of the link. The value entered here will be used as the display name of the link in the Deep Links widget. |
| Relative Path |
The relative path is the part of the URL corresponding to the place in the application where the link will redirect the user. The format of the relative path is the same for any places in the application, except for process grids. For instance, in the following URL corresponding to a data grid, https://bqm-weu-v10qa1-npr-app.beqom.com/data/2, you must copy/paste everything located after beqom.com/, in this case data/2. For a process grid with the following URL https://bqm-weu-v10qa1-npr-app.beqom.com/processes/hierarchy/1/node/30-0-14-30/plan/6, only plan/6 must be entered. |
| Description | If required, enter additional information about the deep link in this field. For instance, the purpose of the link or the name of the location to which end-users will be directed. |
This is a tip message.
You can add another deep link to the same group by clicking the Add button or add another deep link group by clicking the Add Group button.
This is a tip message.
To delete an individual deep link or deep link group, simply click the x icon, located in the upper-right corner of the corresponding box, and then click Delete in the confirmation message that is displayed.
Pie Chart Widget
The Pie Chart widget enables you to create a pie chart based on specific field values from a synchronized table or view. The widget offers customizable options such as adding a color theme, groups or links.
The widget is located in the left-hand column of the widget homepage, under the Company Updates widget. A maximum of two Pie Chart widgets can be configured in a widget homepage.
The following table lists the configuration parameters available for the Pie Chart widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Pie Chart" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Data Source | Select the data source on which the pie chart will be based. Only tables and views containing the idUser and idProfile fields are available. |
| Filter Option | Choose a filter option between User only (data is filtered by user permission), Profile only (data is filtered by profile permission) or User and Profile (data is filtered by user and profile permissions). |
| Category | Select a string type column from the data source to display the segment names of the pie chart. |
| Value | Select a numeric type column from the data source to display the value of the segments that you are interested in for the pie chart.. When the pie chart has more than 8 segments, the last segment is displayed as "Others" with the number of additional segments displayed on hover. |
| Category Description | This optional field enables you to display a tooltip when hovering the pie chart segments. |
| Currency | This optional field enables you to select a column from the data source as the currency type for each value of the pie chart. |
| Start Date | Date from which the pie chart will be visible in the Pie Chart widget of the widget homepage. |
| End Date | Date after which the pie chart will no longer be visible in the Pie Chart widget of the widget homepage. |
| Optional Settings | |
| Sort Field | Apply a sort on the widget based on a field from the data source. |
| Sort Direction | When a sort field is selected, you can chose the sort direction between Ascending or Descending . |
| Reference Date | When selected, the date of the last refresh of the data source data is displayed under the widget name (e.g. "Last refreshed on 2023/10/25"). |
| Deep Link Name | Chose a name for the deep link displayed at the bottom-right of the Pie Chart which will redirect users to the location selected in the Relative Path field. |
| Relative Path |
The relative path is the part of the URL corresponding to the place in the application where the link will redirect the user. The format of the relative path is the same for any places in the application, except for process grids. For instance, in the following URL corresponding to a data grid, https://bqm-weu-v10qa1-npr-app.beqom.com/data/2, you must copy/paste everything located after beqom.com/, in this case data/2. For a process grid with the following URL https://bqm-weu-v10qa1-npr-app.beqom.com/processes/hierarchy/1/node/30-0-14-30/plan/6, only plan/6 must be entered. |
| Layout | |
| Color Palette |
Customize the color palette of the pie chart by selecting a color range between Ocean, Forest, Orchard or Volcano. The default color palette is Ocean. You can visualize each color palette on the mini pie chart displayed on the right. |
| Display Legend at the Top | Enable the display of the legend above the pie chart. |
Large Table Widget
With the Large Table Widget, you can display information coming from a data source in a table format with up to 8 columns to which a deep link can be configured.
The widget spans two columns in the left-hand side of the widget homepage. A maximum of two Large Table Widget can be configured in a widget homepage.
The following table lists the configuration parameters available for the Large Table Widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Large Table Widget" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Data Source | Select the data source on which the table will be based. Only tables and views containing the idUser and idProfile fields are available. |
| Filter Option | Chose a filter option between User only (data is filtered by user permission), Profile only (data is filtered by profile permission) or User and Profile (data is filtered by user and profile permissions). |
| Start Date | Date from which the table will be visible in the Large Table Widget of the widget homepage. |
| End Date | Date after which the table will no longer be visible in the Large Table Widget of the widget homepage. |
| Columns | |
| Field | Select a column in the list of available columns from the selected data source. |
| Position | When the widget contains more than 1 column, you can chose the display order of the column in the table. |
| Label | Enter a custom name for the column. By default, the column name displayed in the widget is the one configured in the data source. |
| Hyperlink Column | If you toggle this parameter on, then an additional field, Hyperlink Display Field, that enables you to chose a column and make all fields of the current column as hyperlinks is displayed underneath the toggle. |
| Hyperlink Display Field | Select a column to redirect users to when clicking the fields of the current column. |
| Optional Settings | |
| Sort Field | Apply a sort on the table based on a field from the data source. |
| Sort Direction | When a sort field is selected, you can chose the sort direction between Ascending or Descending. |
| Group Field | Apply a group sort on the table based on a field from the data source. |
| Group Label | Enter a label to rename the field used as the group sort. |
| Refresh Date | When selected, the date of the last refresh of the data source data is displayed under the widget name (e.g. "Last refreshed on 2023/10/25"). |
| Deep Link Name | Chose a name for the deep link displayed at the bottom-right of the Large Table Widget which will redirect users to the location selected in the Relative Path field. |
| Relative Path |
The relative path is the part of the URL corresponding to the place in the application where the link will redirect the user. The format of the relative path is the same for any places in the application, except for process grids. For instance, in the following URL corresponding to a data grid, https://bqm-weu-v10qa1-npr-app.beqom.com/data/2, you must copy/paste everything located after beqom.com/, in this case data/2. For a process grid with the following URL https://bqm-weu-v10qa1-npr-app.beqom.com/processes/hierarchy/1/node/30-0-14-30/plan/6, only plan/6 must be entered. |
This is a tip message.
You can add another column by clicking the Add button located immediately under the last configured column. The button is disabled and an information message is displayed on hover when the maximum number of columns is reached (8 columns).
This is a tip message.
To delete an column, simply click the x icon, located in the upper-right corner of the corresponding box.
Small Table Widget
The Small Table Widget enables you to display information coming from a data source in a table format with up to 4 columns to which a deep link can be configured.
The widget spans one column in the left-hand side of the widget homepage. A maximum of two Small Table Widget can be configured in a widget homepage.
The following table lists the configuration parameters available for the Small Table Widget.
| Parameter | Description |
|---|---|
| Widget Setup | |
| Show Widget Title |
Enables you to specify whether the title of the widget should be displayed in the widget homepage or not. This option is enabled by default. |
| Use Custom Widget Title |
Enables you to specify whether or not you want to use a custom title for the widget. If the toggle is off, then the default title of the widget, "Small Table Widget" will be used in the widget homepage. If you toggle the custom title on, then an additional field, Widget Title, that enables you to enter the title of your choice is displayed underneath the toggle. |
| Widget Subtitle | Use this field if you want to add a subtitle to the widget. |
| Content Setup | |
| Data Source | Select the data source on which the table will be based. Only tables and views containing the idUser and idProfile fields are available. |
| Filter Option | Chose a filter option between User only (the data is filtered by user permission), Profile only (the data is filtered by profile permission) or User and Profile (the data is filtered by user and profile permissions). |
| Start Date | Date from which the table will be visible in the Small Table Widget of the widget homepage. |
| End Date | Date after which the table will no longer be visible in the Small Table Widget of the widget homepage. |
| Columns | |
| Field | Select a column in the list of available columns from the selected data source. |
| Position | When the widget contains more than 1 column, you can chose the display order of the column in the table. |
| Label | Enter a custom name for the column. By default, the column name displayed in the widget is the one configured in the data source. |
| Hyperlink Column | If you toggle this parameter on, then an additional field, Hyperlink Display Field, that enables you to chose a column and make all fields of the current column as hyperlinks is displayed underneath the toggle. |
| Hyperlink Display Field | Select a column as the hyperlink to redirect users to when clicking the fields of the current column. |
| Optional Settings | |
| Sort Field | Apply a sort on the table based on a field from the data source. |
| Sort Direction | When a sort field is selected, you can chose the sort direction between Ascending or Descending. |
| Group Field | Apply a group sort on the table based on a field from the data source. |
| Group Label | Enter a label to rename the field used as the group sort. |
| Refresh Date | When selected, the date of the last refresh of the data source data is displayed under the widget name (e.g. "Last refreshed on 2023/10/25"). |
| Deep Link Name | Chose a name for the deep link displayed at the bottom-right of the Small Table Widget which will redirect users to the location selected in the Relative Path field. |
| Relative Path |
The relative path is the part of the URL corresponding to the place in the application where the link will redirect the user. The format of the relative path is the same for any places in the application, except for process grids. For instance, in the following URL corresponding to a data grid, https://bqm-weu-v10qa1-npr-app.beqom.com/data/2, you must copy/paste everything located after beqom.com/, in this case data/2. For a process grid with the following URL https://bqm-weu-v10qa1-npr-app.beqom.com/processes/hierarchy/1/node/30-0-14-30/plan/6, only plan/6 must be entered. |
This is a tip message.
You can add another column by clicking the Add button located immediately under the last configured column. When the maximum number of columns is reached (4 columns) the button is disabled and the following message is display on hover: The button is disabled and an information message is displayed on hover when the maximum number of columns is reached (4 columns).
This is a tip message.
To delete an column, simply click the x icon, located in the upper-right corner of the corresponding box.
Deleting a Widget
You can at any time remove a widget from a widget homepage. To do so, proceed as follows:
Make sure that the widget homepage that you want to configure is opened in edit mode (see Managing widget homepage).
If it is opened, collapse the Header section of the configuration page using the chevron, and then expand the Widgets section.
Locate the widget that you want to delete.
Click the
icon located in the upper-right corner of the box corresponding to the widget. A confirmation message is displayed.
Click Delete to confirm. The widget is removed from the widget homepage.