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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.

Widget Connector
urlhttp://youtube.com/watch?v=fc0TQ3b7Cmk

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To create a progress tracker widget

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  1. On the MSPbots menu, navigate to Widgets.
  2. On the Widgets tab, click New Widget.

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  2. When the New Widget window appears, select the Progress Tracker widget type.
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  1. 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.
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  1. Click the 

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  1. Apply button.

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  1. Go to 

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  1. Dataset and click

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  1. the + button.

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  1. This will open the Add New Layer window.
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  2. Click New

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  1. Layer on the Add New Layer

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  1. window. This step opens the Dataset window.
  2. Do the following on the Dataset window: 
    1. Select a dataset to use. 
    2. Give the data source a name.
    3. 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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    1. (plus) icon to add more rows.

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    1. Add

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    1. values for the Filter and Measure
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  1. Click the 

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  1. Save button.

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  1. Click Apply

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  1. to show a preview of the

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  1. progress tracker widget that you created.

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  1. Next, go to Config and

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  1. set the following

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  1. :

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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.
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    1. Lastly, click 

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    1. Apply on the widget to show a preview

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