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MSPbots Widgets widgets like the Progress Tracker widget help you to quickly view key critical data and highlight action items at a glance. Progress Tracker is helpful in monitoring processes or services in a workflow. This article shows how you can start creating your own widget the procedure for creating a progress tracker widget, which you can further customize according to your business needs.
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Do these steps Watch this video or follow the procedure below to create a Progress Tracker widget:progress tracker widget.
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To create a progress tracker widget
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- On the MSPbots menu, navigate to Widgets.
- On the Widgets tab, click New Widget.
- When the New Widget window appears, select the Progress Tracker widget type.
- When the Widget Builder window opens, provide the following:
- Name - Give the widget a name.
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- Description - Provide a short description.
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- Role - Select
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- User or Admin.
- User or Admin.
- Click the
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- Apply button.
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- Go to
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- Dataset and click
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- the + button.
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- This will open the Add New Layer window.
- Click New
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- Layer on the Add New Layer
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- window. This step opens the Dataset window.
- Do the following on the Dataset window:
- Select a dataset to use.
- Give the data source a name.
- Add columns by selecting an option from the Column Name dropdown list and assigning an Alias and Business Type for each. Click the
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icon to add more rows.
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- Add
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- values for the Filter and Measure.
- values for the Filter and Measure.
- Click the
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- Save button.
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- Click Apply
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- to show a preview of the
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- progress tracker widget that you created.
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- Next, go to Config and
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- set the following
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- :
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- Measure - Select the measure value that
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- the progress tracker
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- will show.
- Suffix -
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- Input a corresponding label or footer title for the resulting data.
- Minimum - Set the minimum value of the tracker.
- Maximum - Set the minimum value of the tracker.
- Step 1 - Select the desired color for
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- Step 1
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- . This is the minimum range for the progress tracker
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- Step 2 -Select the desired color for
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- Step 2
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- . This is the middle range for the progress tracker
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- .
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- Step 3 - Select the desired color for
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- Step 3
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- . This is the maximum range for the progress tracker
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- .
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11. If you want to change the text or background color when the fields and measures meet specific conditions, set a conditional formatting rule for your target card. Go to Conditional Formatting and add rules to define the conditions. Once a rule has been set, click Apply on the widget rule window.
- Lastly, click
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- Apply on the widget to show a preview
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- .