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MSPbots Widgets help you to quickly view important data and highlight action items at a glance. This article shows how you can start creating your own widget which you can further customize according to This article has the steps for creating a grid-type widget that fits your business needs.
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How to create a
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Grid Widget:
- Navigate to Widgets on the MSPbots app menu.
- Under My Widgets
- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget.
- Choose the Grid widget type on the New Widget window.
- When the Widget Builder window opens, go to the Basic Setting tab. Provide the following and click Apply.:
- Name - Give the widget a Namename.
- Description - Provide Give the widget a short Descriptiondescription.
- Role - Select User or Adminthe roles that should have access to the widget.
- Go to the Dataset tab. Click the + button and add a select New Layer.Do the following o
- On n the Dataset window: ,
- Select the Dataset containing the information you want to use.
- Enter a datasource name in the Show datasource name as field. (Optional)
- For Columns Display,
- Using the Column Name dropdown, select the field you want to show in the drill through. Click the button to add more rows.
- Give an Alias and select a Business Type for each row.
- For Filter,
- Select a dataset to use.
- Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the button to add more rows.
- Add filters, measures, and dimensions. Refer to
- Click the button and choose between Add Condition and Add Group.
- Add all the fields you want to filter.
- Set a condition/logic for each field using the next two dropdowns. For a guide on each option, refer to:
- Select a
- Click Save. This will show a preview of the simple grid table that you created.
- Click Apply.
You can modify this basic widget further to show details like how many tickets are created per technician or to show the statuses of each ticket.
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- logical operator for the filter group (AND or OR).
- logical operator for the filter group (AND or OR).
- For Measure,
- Click the button to show the Measure window.
- Select a Summary Type.
- Select a Field to use in the computation.
- Give an Alias for the measure.
- Select a Format Type.
- Click Add.
- For Dimensions,
- Select a field to be used for grouping the data.
- Give an Alias for the measure.
- Select a Format Type.
- Click Add.
- Other optional settings are:
- Order By - Sorts the data in the drill-down based on the selected field.
- Row Limit - Sets a limit on how many rows of data will be shown in the drill-down.
These two options are also available on the dataset tab, the difference is that they apply to the grid widget shown instead of the drill-down.
- Click Save.
- Go to the Config tab.
- Under Grid Options,
- Grid Lines - Select the type of grid lines to use for the table.
- Toolbar - Select the file types for the export feature.
- Show Paging - If toggled on, this will show the paging settings at the bottom of the table.
- Show Toolbar - If toggled on, this will show the toolbar at the top of the table.
- Font Size - Set the font size for the text in the table.
- Under Column Settings, you can edit the following for each column:
- Header Text - Assign a column name
- Header Tooltip - Add a tooltip for the column
- Text Align - Left, Center, Right
- Allow Filtering - Toggle to allow users to filter the column
- Disable HTML - Toggle to disable the use of HTML codes
- Max Width - Set the width for the column
- Aggregates - Select if the column's total will be included at the bottom of the table (sum, count, avg, min, max)
- Number Format - Set how many decimal places will be shown for the aggregate (only available if Average was selected)
- Under Grid Options,
- Additionally, Conditional Formatting can be configured under the Condition tab.
- Add a rule and assign a name.
- Set the conditions for the rule.
- Select the format to be applied once conditions are satisfied. Choose to apply a cell or row color.
- Click Apply. This will show a preview of the grid widget you created.
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