N O T I C E
MSPbots WIKI is moving to a new home at support.mspbots.ai to give you the best experience in browsing our Knowledge Base resources and addressing your concerns. Click here for more info!
Page History
...
- 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.
- Description - Provide a short description.
- Role - Select User or Admin.
- Click the Apply button.
- Go to Dataset and click the + button. This will open the Add New Layer window.
- Click New Layer on the Add New Layer window. This step opens the Dataset window.
- Do the following on the Dataset window:
- 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 icon to add more rows.
- Add filters and measurevalues for the Filter and Measure.
- Click the Save button.
- Click Apply to show a preview of the progress tracker widget that you created.
- Next, go to Config and provide data for the following fields:
- Measure1 - Select the measure that the progress tracker will show.
- Suffix - 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 Step 1. This is the minimum range for the progress tracker.
- Step 2 -Select the desired color for Step 2. This is the middle range for the progress tracker.
- Step 3 - Select the desired color for Step 3. This is the maximum range for the progress tracker.
- Lastly, click Apply on the widget to show a preview.
...
Overview
Content Tools