Click on the Name of the Widget to View the Setup



Portal

The portal widget displays quick links to processes, customers, agencies, users, commissions (latest run, suppliers) and setup options.



Announcement


The announcement widget displays any announcements set by users with the correct privileges.


Search

A widget that shows a search for things other than processes.



For a User



Attention List


The attention list widget displays the number of approvals required from the user, the number of forms that have actions due for the user, and the amount of forms per process that require attention.



Approval List

The Approval List Widget displays the amount of forms that require your approval. 



Unread List

The unread list widget displays the number of forms the user is a participant in that are flagged as unread.



Actions


The actions widgets displays up to ten unfinished actions for the user. These actions will be displayed from the top down; oldest to newest. The actions can be edited from this widget.



Participant List


The participant list widget displays all the forms that the user is a participant in.



Owner List


The owner list widget displays all the forms in which the user is the owner of.



Commitments


The commitments widget displays a list of all the user’s commitments. See the Commitments page for more details.



Commissions



Commission Run


The commission run widget displays the date of the most recently closed commission run, the number of days since the last commission run, and the net billed amount of the last commission run.



Commissions Value


The commissions value widget displays the total value/amount of suppliers/accounts or the current commission run compared to the previous run.



Commission Links


The commission links widget displays links to the gross commission, billing variance, and missing account reports.


Commission Breakdown


the commission breakdown widget does a breakdown of commission totals in combination with custom and item variables. 


Compound



Multiple Process Sum

The Multiple Process Sum widget lets you choose two process sum widgets you have created and display the data together.

 


Process Links



Processes Group


The processes group widget displays a link to a selected process group, and the link to each form inside the group.



Process Start Link


The process start link widget displays a button that will start a form. The user names the button, and selects which process it will link to. The button will have the same color as the process it’s linking to.



Process View Link


The process view link widget displays a button that links to the selected process view.



Action View Link


The action view link widget displays a button that links back to a selected process action view.



Process Search


The process search widget displays a search widget where the user can search within the selected process or specific fields from within the process.



Process Reports



Process Breakdown


The process breakdown widget displays the breakdown including status, list fields, reference fields, and yes/no fields within a process action view. It can be displayed as a list, pie chart, or bar chart. The user sets a limit to the number of field options to be displayed, which are then sorted from highest to lowest, keeping the fields with the highest count. Leaving this number at 0 will give no limit to field options that are displayed. Any fields outside of the allotted limit will be grouped together in an ‘Other’ category.



Process Sum


The process sum widget displays the sum/average of selected numeric fields (list, decimal, quantity (fixed), quantity, money) within a selected process action view.



Process Days


The process days widget displays the number of days since/until an event happened/happens.



Process Count


The process count widget displays the amount of forms within a process view. It can also use that number with a selected operator to calculate the number with another process count.



Process Growth


The process growth widget displays a comparison between two views in a single process.



Process Commitments


The process commitments widget displays all commitments for the user for the current date, as well as all future commitments. When there are no commitments, there will be a “No commitments” message.



Yes/No List Fields


The yes/no list fields widget displays the number of ‘Yes’ and ‘No’ fields from a yes/no list field within a process.



Yes/No List Breakdown


The yes/no list breakdown widget displays a summary for a yes/no list field within a process.


Process forms


Top form

Shows the last started form in a process.




See also: