How to Create a Basic Grid Widget

MSPbots Widgets help you to quickly view key 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 your business needs.

Do these steps to create a basic grid-type widget:

1. On the MSPbots menu, navigate to Widgets.
2. On the Widgets tab, click New Widget.
3. Choose the Grid widget type on the New Widget window.
   
4. When the Widget Builder window opens, go to  Basic Setting. Provide the following and click Apply.
   • Name - Give the widget a Name.
   • Description - Provide a short Description.
   • Role - Select User or Admin.
     
5. Go to Dataset . Click the + button and add a New Layer.
6. Do the following on the Dataset window:
   1. Select a dataset to use.
   2. Add columns by selecting the needed column names and assigning an Alias and Business Type for each. Click the button to add more rows.  
   3. Add filters, measures, and dimensions.
      Refer to What Conditions are Available for Creating Widgets? for a guide on choosing conditions.
      
7. Click Save. This will show a preview of the simple grid table that you created.
8. Cvlick 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.

Visit the Widgets page for more information on widget types and how we can help you customize widgets.