Dashboard
Add an Announcement Widget to a Dashboard to display important information throughout your company. To add an announcement, your profile will ...
Fri, 19 Apr, 2024 at 1:44 PM
Add an Actions Widget to a dashboard to display a user’s actions. Up to 10 actions will be displayed in the widget. The actions widget also serves as a...
Fri, 5 Apr, 2024 at 12:27 PM
Top menu >> Setup >> Dashboard
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All Widgets
Thu, 21 Apr, 2016 at 2:54 PM
Adding a Process Group Widget to a dashboard will give you access to a process group from the processes page. For example, the Sales / CRM process group.
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Thu, 21 Apr, 2016 at 2:41 PM
Add a Process Start Widget to a Dashboard to easily start a process form.
For example, clicking Start Commission Dispute will open a commission dis...
Thu, 21 Apr, 2016 at 2:41 PM
Adding a Process Breakdown Widget allows you to display the breakdown of List, Reference, Yes/No fields, and status levels. There are four Render types you ...
Wed, 5 Sep, 2018 at 1:46 PM
The Owner List widget shows the processes for which the user is the owner of.
See also:
All Widgets
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Thu, 21 Apr, 2016 at 2:48 PM
The Participant List Widget shows the number of forms the user is a participant of in a process.
See also:
All Widg...
Thu, 21 Apr, 2016 at 2:43 PM
Add a Process Sum Widget when you want to display the total sum or average of a money or quantity field in a process in a widget. There are two choices of w...
Thu, 21 Apr, 2016 at 2:44 PM
Add a Process Growth Widget if you want to show the changes occurring in a process. For example, the Process Growth Widget below shows the difference in Com...
Thu, 21 Apr, 2016 at 2:44 PM