Numeric
  • 17 May 2024
  • 6 Minutes to read
  • PDF

Numeric

  • PDF

Article summary

Numerical widget can be used to sort, filter, and display the data in a numerical format. 

You can use the widget to fetch the number of open incidents, resolved incidents, incidents pending feedback, etc.

Let's explore the following Use Case for designing the Numerical Widget!
Use Case: Administrator
Solution
Sandra at HR services wants to fetch leave balance from external Payroll applications. She needs a widget that allows her to organize, classify, and display external information in a numerical format.

Sam can utilize the Numeric widget to customize the HR tool data presentation, showcasing the count of leaves in a scorecard format. Sam provides customization options within the Numeric widget, enabling users like Sandra to interact with the scorecard dynamically. Sandra can apply filters, drill down into detailed leave data, and customize the visualization preferences according to her specific requirements.

For details about the Use Case, refer to the graphics below:

numerical

Configure Numerical Widget

This section contains the list of steps using which Application Designer can add the widget in the Service Portal screen.

  1. Navigate to Design Portal > Widgets > Numerical Widget.
     Figure: Adding Widgets
     
  2. Customize the Service Portal by dragging the Numerical Widget from the widget list screen.Figure: Numeric Widget
     
  3. Click Settings icon for this field to view the Properties pop-up.

    Figure: Modify the properties


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 configure 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: Let us create a Numerical Widget to show the count of HR Cases. The widget can be titled My Open HR Cases.

ElementsAdd the elements such as Title or Header based on the requirement.
Figure: Elements

Data Source 

Application Designer can configure internal or external widgets by selecting source type under the Data Source tab. You can select the Source from the drop-down list.
Figure: Data Source type

If you select Internal as Source type, then you need to select Source, Application, Module, Table, Aggregate, Form, and Conditions. Refer to screenshot for more details.

Figure: Data Source
Refer to field description for more details.

Data Source
Internal
Select the Date Source as Internal from the drop-down list.Figure: Internal
Application
Select the Application from the drop-down list. Here Service Management is from the drop-down list.Figure: Application
Module
Select the Module from which the data has to be fetched. The drop-down list populated based on Application selection. Here Incident is selected as a module from the drop-down list.
Table
Select the Table from the drop-down list. The screen displays for table selected as Manage Incidents.Figure: Table
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 for the data.Figure: Of field
Form
Select the Form from which data needs to be fetched. The drop-down list for Form is populated based on Module selection. Here Manage Incidents is selected from the drop-down list.
Figure: Form
Here Manage Incidents is specified under Form. This control appears after application selection.
Open ModeSelect the mode record should open:  New Tab or Self Window.
Figure: Open Mode
Common Filter FieldSelect the date time field from the drop-down list on which common filter field can be applied. For example, if you have a scorecard showing Count of Open Incidents, you can apply common filter to get the count of Incidents created in last 5 days. Here under the Common Filter field Created On can be selected.
Figure: Common Filter
For details about configuring filters, see Common Filters.
Condition
Add Filter Set
Set the filter for the field, operator, and values. Here in the screenshot operator and values are set for Status, Requestor and Tenant. Figure: Add Filter Set
For more information about Conditions, refer to Dynamic operators in Service Portal.

If you select External as the Source type, then it fetches the results from a third-party app. The screen contains the list of features using which Application Designer can select Source, Form, API, Form, Aggregate, and Condition for the Data Source. Refer to screenshot for more details.

Figure: External source

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.
APISpecify the URL that should appear when you click on the row in the Table. The link for this form appears in the new tab.Figure: API selection
Get Response


Click the Get Response button to fetch data from third party applications. The data is fetched from the API selected and stored in a temporary table
Figure: Get Response
Test Now
Preview the data fetched by clicking the Test Now button.
AggregateSelect 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 the aggregate function is selected as Count Records.
OfSelect the column name for which you need the Aggregate values.
Figure: Column name
FormDefine the Form using which URL should open when you click on the data widget.Figure: Form
Condition
Add Filter SetSet the filter for the field, operator, and values.
The screen below displays Tenants with equal to as Operator and Information Technology as Value.Figure: Screenshot
If you want to add more conditions, click the icon.

Appearance 

This section contains the list of features using which the Application Designercan select Icon, Title, Table Design, Header Text, Data Text, and Background.

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.
Widget Header
Text TypeDefine the text type for Widget Header.
Figure: Text Type
Text ColorSelect the text color for Widget Header.
Text SizeSelect the preferred text size for Widget Header. 
Text StyleChoose the style for Widget Header font. 
Text AlignmentSelect the preferred alignment for the Widget Header font.
Header Separator
BorderSelect the type of border.
Figure: Border Type
WidthSelect the Width for Header Separator from the drop-down list.
Figure: Width
ColorSelect the Color for the Header Seperator from color palette.
Figure: Color
Number
Text TypeSelect the text type for the number. Here Default System Font is selected for the Number text.Figure: Text Type
Text SizeSelect the text size for the number.
Text Color Select the text color type for the number from the drop-down list. Use Static text color type regardless of the number that populates. If incidents are open and the chosen color is green, then the chosen color remains green irrespective of the count of open incidents.
Value-based text color type offers a range of color options where you can specify the range and corresponding color code. For example, if there are five or fewer incident violations, use the value-based text color type. Set the range from 0 to 5 and select the color (for example, Amber) for the number text accordingly.
Figure: Text Color type
If you select Static from the drop-down list, then select the text size, and text alignment and pick the required color from the color palette for the color text.
Figure: Static
The configured number text using Static color type appears under consumer screen as shown below:

Figure: Static color type

If you select Value Based on the drop-down list, then select the color and icon in between, less than or more than on the drop-down list. Figure: Value Based

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.
BorderSelect the border style by selecting desired Border type from the drop-down list.
Figure: Border Type
Border FillSelect the border fill for the widget from the drop-down list.
Figure: Border Fill
Dimension

Select the widget's height and width from the drop-down list. You can set the height in pixels (px) and the width in both percentage (%) and pixels (px). Using a percentage for width allows the widget to fill the container's width.Figure: Dimension

Save the details and navigate to Service portal screen to check the configured Numerical widget.

Figure: Numerical Widget


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