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CEO Dashboard WIP Widget


bnaumann
Freshman I
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Our CEO has recently requested a WIP Widget for his dashboard and I am working on creating this. I was hoping someone could guide me in the right direction, as this is the first widget I have created from scratch. Relations and all are confusing to me. Any assistance would be great. Thanks in advance!!

Best answer by Kandy Beatty

hi @bnaumann 

I have found an easier way to create Generic Inquiries based off reports, which is what I believe you are trying to accomplish here.

The Work in Process is a report, so you can pull the Report Designer up and find the tables and relationships you will need to create the Generic Inquiry that you can then turn into a widget. Widget are based off Generic Inquiries. Here is what the report looks like that you can build off of. 

 

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8 replies

Braden … As a rule of thumb, I will always try to find a similar widget, copy it, and make the necessary changes.


Kandy Beatty
Captain II
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Hi @bnaumann 

What specific widget are you trying to create?

 


bnaumann
Freshman I
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  • Author
  • Freshman I
  • 29 replies
  • May 5, 2022

I am trying to create a widget that displays Work in Process items for the CEO to monitor. Kind of harder than i expected!!


Kandy Beatty
Captain II
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  • Captain II
  • 2209 replies
  • Answer
  • May 5, 2022

hi @bnaumann 

I have found an easier way to create Generic Inquiries based off reports, which is what I believe you are trying to accomplish here.

The Work in Process is a report, so you can pull the Report Designer up and find the tables and relationships you will need to create the Generic Inquiry that you can then turn into a widget. Widget are based off Generic Inquiries. Here is what the report looks like that you can build off of. 

 


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Hey Braden - if you’re successful in creating something would you  mind sharing the properties of the widgets? 


bnaumann
Freshman I
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  • Author
  • Freshman I
  • 29 replies
  • May 23, 2022
Hope this helps!!!!

 


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wow did you create your own generic inquiry?


bnaumann
Freshman I
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  • Freshman I
  • 29 replies
  • May 24, 2022
katiedavison wrote:

wow did you create your own generic inquiry?

essentially!


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