Adding Widget Conditions for All Workflows or All Databases

Modified on Fri, 10 Oct at 12:41 PM

The latest update to your Widget conditions enables you to select All Workflows and All Databases as a data source option. This allows you to view results from across the platform and/or module. Each of these new options has specific Filtering options available once selected, which you can view below. 

Please note that these options are only available for the List Widget. 
 

Filter by All Workflows

When setting up your data source, ie where the information will be pulled from, where you used to select a specific Workflow, the first option in that dropdown is now All Workflows. Selecting this will ensure that the data is sourced from All Workflows in the platform. 2018-10-16_15-29-26.png

Once selected, the Filtering conditions available will update to contain those values that can apply across all Workflows. The list of conditions to choose from is as follows:

  • UUID
  • Approver
  • Approver Responded
  • Complete Time
  • Item Name
  • Item Type
  • Last Updated
  • Last Updater
  • Request Time
  • Requester
  • Required By
  • Status

These enable a variety of reports to be run and displayed in your Widgets. For example if you wanted to view all Resources that are Pending Approval, you could select Resources as the Item Type and Status in Pending. 

After adding your conditions, you can continue to set up your widget as explained here

 

Filter by All Databases

Similar to the Workflow options above, the All Databases option allows you to select All Databases, tracking specific values across this module. If you just select All Databases without adding any Filtering conditions, it will show you all approved Records that exist within your Databases that you have access to. 

2018-10-16_16-25-50.png

Once selected (as demonstrated above), you can choose from the list of Filtering Conditions below:

  • UUID
  • Created Time
  • Creator
  • Last Updated
  • Last Updater

This is especially useful if you want to keep track of all of your Records (ie Tasks) or those of your team. 

To read more about the Dashboard module, click here

Please note that many of the terms used above, such as Workflows, Databases, Records & Resources are customisable and may be different in your platform. 

 

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