My SR
  • 03 Apr 2024
  • 3 Minutes to read
  • PDF

My SR

  • PDF

Article summary

 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.

  1. Navigate to Home > Service Portal > Add Service Portal > Saved Widgets > My SR.
      Figure: My SR
     
  2. Drag the My SR from the widget list to the portal screen.Figure: SR
  3. 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.
For example: The widget is titled Service Requests by default.

ElementsAdd 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
ExternalSelect the Date Source as External from the drop-down list.
APISelect 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
AggregateDefine 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.
OfSelect the column name for which you need the Aggregate.Figure: Select the column name
FormSpecify 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 UploadSelect the Icon to be uploaded.
Figure: Icon selection
Icon PositionSelect the position for the icon by selecting the size and padding.
Figure: Icon size and Padding
Title
Text TypeDefine the text type.
Text ColorSelect the text color for widget.
Text SizeSelect the preferred text size.
Text StyleChoose the style for the font.
Text AlignmentSelect the preferred alignment for the font.
Header Separator
BorderSelect 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 TypeSelect 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.
BorderYou 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


Was this article helpful?

What's Next
Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.