- 03 Apr 2024
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My SR
- Updated on 03 Apr 2024
- 3 Minutes to read
- Print
- PDF
My SR Widget can be used to fetch the count of SRs providing real-time insights into service request volumes and facilitating proactive management of workload and resources.
So, let us tweak the widgets to suit your needs!
User persona: Application Designer
Configure My SR Widget
This section contains the list of steps using which Application Designer can add the widget in the Service Portal screen.
- Navigate to Home > Service Portal > Add Service Portal > Saved Widgets > My SR.
Figure: My SR
- Drag the My SR from the widget list to the portal screen.Figure: SR
- Click the Settings icon for this field to view the Properties pop-up.
You can view the following tabs on the Settings for this field:
Properties
This section contains the list of properties using which the Application Designer can customize the widget features.
Figure: Properties
The table below contains the list of fields and their descriptions that are available under the Properties section:
Field Description
Properties | |
---|---|
Widget Type | Select Numerical Widget from the drop-down list. |
Title | Type a name to the widget according to the Data to be configured in the widget title textbox. |
Elements | Add the elements such as Title or Header. |
Data Source
Application Designer can configure internal or external widgets by selecting source type under the Data Source tab.
Data Source (Internal)
This section contains the list of features using which the Application Designer Application Designercan select Source, Application, Module, Table, Aggregate, Form, and Conditions.
Figure: Data Source
Data Source | |
---|---|
Internal | Select the Date Source as Internal. |
Application | Select the Application from which the data has to be fetched! |
Module | Select the Module from which the data has to be fetched. Here Manage Service Requests is selected as a module from the drop-down list. |
Table | Specify the Table from the drop-down list. The screen displays with table selected as Manage Service Requests. |
Aggregate | Define the Aggregate function to summarize the data by selecting from the drop-down list. The Aggregate functions can be: Count Unique Records, Count Records, Sum values, Average, Min and Max. Figure: Aggregate functions Here Aggregate function is selected as Count Records. |
Of | Select the column name for which you need the Aggregate. |
Form | Define the Form using which it should open when you click on the data widget. Here Manage Service Requests is specified under Form. This control appears after application selection. |
Condition | |
Add Filter Set | Set the filter for the field, operator and values. If you want to add more conditions, click + icon. |
Data Source (External)
This section contains the list of features using which the Application Designer can select Source, API, Form, Aggregate, and Condition.
The table below contains the list of fields and their descriptions that are available under the Data Source section:
Field Description
Data Source | |
---|---|
External | Select the Date Source as External from the drop-down list. |
API | Select the appropriate API to be called from fetching the data. |
Get Response | Click the Get Response button in front of API dropdown. The data is fetched from the API selected and stored in a temporary table. Figure: Get Response |
Aggregate | Define the Aggregate function to summarize the data by selecting from the drop-down list. The Aggregate functions can be: Count Unique Records, Count Records, Sum values, Average, Min and Max. Figure: Aggregate functions Here Aggregate function is selected as Count Records. |
Of | Select the column name for which you need the Aggregate.Figure: Select the column name |
Form | Specify the form which needs to be opened when we click on the widget. Figure: Form Along with the Form field, there is a tooltip displayed as shown to guide the users on the details that need to be filled in. It gets displayed as shown below: |
Appearance
This section contains the list of features using which the Application Designer can select Icon, Title, Title, Header Text, Data Text, and Background for the widget.
Figure: Appearance tab
The table below contains the list of fields and their descriptions that are available under the Appearance section:
Field Description
Appearance | |
---|---|
Icon | |
Icon Upload | Select the Icon to be uploaded. Figure: Icon selection |
Icon Position | Select the position for the icon by selecting the size and padding. Figure: Icon size and Padding |
Title | |
Text Type | Define the text type. |
Text Color | Select the text color for widget. |
Text Size | Select the preferred text size. |
Text Style | Choose the style for the font. |
Text Alignment | Select the preferred alignment for the font. |
Header Separator | |
Border | Select the type of border. Figure: Border Type |
Number | |
Text Type | Select the text type for the number. |
Text Size | Select the text size for the number. |
Text Color Type | Select the text color for the number. |
Text Style | Select the text style for the number. |
Text Alignment | Select the text alignment for the number. |
Background | |
Background Type | Select the preferred background type. Figure: Background |
Padding | Specify the preferred padding width. By default, the field appears inactive as shown below. Figure: Padding width with zero value Click the icon to enable padding width. Figure: Padding width as 3. |
Border | You can style the Border by selecting desired Border Type. |
Border Fill | Select the Border fill for the widget. Specify the Border, Side, Width, Color and Radius for the fill. Figure: Border fill |
Dimensions | You can style the border by selecting the desired Dimension value.Figure: Dimension |
Save the details and navigate to Service Portal screen to check the My SR Widget.
Figure: My SR Widget