Chart Widget

Set the title of the widget. Include a descriptive title to help users understand the specific content of the widget.

Select whether to wrap title text that extends beyond the available display width. When not selected, long titles are truncated with an ellipsis.

Add a description for the widget. This description displays below the widget title.

Select whether to display the widget description as a tool tip, hiding it by default.

When displayed as a tool tip, any rich text formatting in the description is removed.

Change the widget icon and icon color—or remove the icon. Widgets always include a default icon.

Select the crossed-out icon option, , to remove the icon.

Set the display width of the widget.

The width settings of neighboring widgets determine the resulting display on the interface. For example, two neighboring widgets set to 50% width display side by side. Similarly, if one widget is set to 1/3 and the following widget is set to 2/3, the widgets will display side by side.

We recommend experimenting with widget width settings and widget placement to optimize the interface display for the screen size you're designing for. That is, if you're designing an interface for a large screen (say, a request tracking interface), you can use small widget widths and include multiple widgets together. However, if designing for mobile, leaving widgets at 100% widths is generally best.

Select whether to dynamically display the widget based on custom conditions. When enabled, a conditions group displays; when the specified conditions are met, the widget displays.

For example, you can set a condition to display an input-type widget only if a user enters a specific value, prompting the user to provide additional information.

For more information about configuration condition groups, see Conditions.

Condition Evaluation Method

Set how display conditions are evaluated:

• Evaluate conditions on the first load - Evaluate conditions only when the page first loads. This option does not dynamically show or hide relevant widgets when a user makes a selection; refreshing the page is required.

• Continuously evaluate (default) - Continuously evaluate conditions as the user views and interacts with the interface. Use this option to enable the interface to dynamically show or hide relevant widgets based on user input.

Configure the chart display settings.

Data Type

Select the data type:

The data type you select determines the Display options.

• Categorical - Compare groups of values. We recommend this type for dropdown fields and other fields where there are multiple set types. This option supports Pie, Bar, and Doughnut display types.

• Historical - Compare values over time. We recommend this type for numerical values whose values change over time (for example, a total count of requests or a count of requests sent for additional review and approval). This option supports Line, Bar, and Step display types.

Select whether to display the widget as a quick navigation tab. When this option is set to Yes, this widget and all those below it will display on a single tab until the next widget that's configured to display as the quick navigation tab. Additionally, you can set the quick navigation menu label override and edit the label icon.

Filter for the items you want to populate the chart.

Filter Items

Configure the conditions group to filter for the items you want to populate the chart.

The Overlay section displays only for Historical type charts.

Show status overlay

Select whether to display an item's status changes on the graph.

Select the field whose values you want to populate the chart.